How to make your accountant love you (and lower your bill)
Clean books mean faster filings and smaller invoices. A few habits now can save hours (and dollars) at year-end.
Your accountant bills by the hour. Every hour they spend cleaning up your books is an hour you're paying for at $200+ instead of $60.
Reconcile monthly, not annually
Bank, credit cards, loan accounts — all reconciled to the statement each month. This single habit eliminates 80% of year-end cleanup.
Keep receipts attached to transactions
Hubdoc, Dext, or QuickBooks' built-in receipt capture. Snap and forget. Your accountant never has to email you asking 'what was this $847 at Home Depot for?'
Don't run personal expenses through the business
We know it's tempting. It also costs you double — once to untangle, once in shareholder loan adjustments. Just don't.