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Come to your accountant ready.

SMB gets your numbers in order and lists what’s missing, so your accountant can spend the time on advice.

Things owners hand off before the meeting.

  • QuickBooksGet August ready for my accountant, and tell me what’s missing.
  • Google DriveMatch the receipts in my files to what’s in the books.
  • QuickBooksList what my accountant will need for this year’s taxes.
  • GustoCan I afford one more person? Lay out the math for Jamie.
  • XeroGather what the lender will ask for.
  • Is this a bookkeeper job or a CPA job?
  • Write the questions I should ask a new accountant.
  • GmailDraft a note to Jamie with the August packet.

Works with QuickBooks, Xero, Gusto and the other apps you already use.

Bring your accountant in.

Invite your accountant to your workspace, or share just what they need. You decide what they see.

  • Give them a role, and change it any time.
  • Share only what the job needs.
  • People you share with, like your CPA, never pay.
  • Nothing goes to them until you send it.
Find an accountant near you
Juniper GoodsTeam · 3 people

Add Jamie, my accountant, so she can review our numbers.

SMB

Here’s what to set for Jamie. You send the invite from Team settings.

Jamie OrtizAccountant · Cedar Ledger
RoleMember
Adds or removes peopleNo, admins do
Your business detailsOnly what you share
Invite byEmail or a one-use link
Change or removeAny time
Nothing is shared until you send it.Invite

Which kind of help do you need?

Titles overlap. Ask who will do the work and what you’ll get.

  • Bookkeeper

    Keeps the books current. Records sales and bills, matches bank accounts and chases missing receipts.

  • Accountant

    Reviews the numbers and helps with bigger calls, like a hire, a loan or a sale.

  • Tax professional

    Prepares tax returns and gives tax advice. Some can also represent you with the IRS.

  • CPA

    A licensed accountant. If someone says they’re a CPA, you can check with your state’s board of accountancy.

Questions owners ask about accountants.

Do I need a CPA or a bookkeeper?

It depends on the work. A bookkeeper keeps the books up to date. A CPA can review your numbers, handle taxes and help with bigger decisions. Some owners use both.

What should I bring to my accountant?

Start with the question, then bring the records behind it. For a hire, bring the role, hours and pay. For a loan, bring the amount, what it’s for and recent financial statements. For a sale, bring the last few years of financials and tax returns.

How do I know if an accountant is a good fit?

Ask about businesses like yours and the exact work you need. Agree in writing on what they’ll deliver, the deadlines and the fee. If they say they’re a CPA, check with your state board.

Does SMB replace my accountant?

No. SMB does the prep, like a monthly packet or a list of what’s missing. Your accountant checks the numbers and gives the advice.

Can SMB introduce me to an accountant?

Yes. Our team can introduce you to advisors near you. You decide who to hire and what to share.

I’m an accountant. Can my clients bring me in?

Yes. Clients can invite you to their workspace or share just what you need.

SMB for accountants

What’s the money question on your mind?

Ask in your own words. SMB gets the numbers ready, and your accountant can check them.