Working with your accountant
The old arrangement — a shoebox of receipts in January, an exasperated phone call in March — costs you money twice: in fees for work you could have avoided, and in decisions you made all year on numbers nobody had checked.
SBB is built so your accountant works in your books continuously.
Inviting them
Invite them under Collaboration with the accountant role. They get the ledger, statements, reconciliation and exports — everything they need — without owner powers over your subscription, modules or permanent deletions.
They do not need their own subscription to work in your book.
What they can do
- Read your business data and reports
- Confirm and correct transactions
- Work the General Ledger and post adjustments
- Reconcile accounts
- Review and sign off a month-end close
- Export whatever they need
The monthly handoff
- You record everything and clear the review queue.
- You mark the period ready for accountant.
- They review, ask questions on the thread, and post adjustments.
- They sign off with an accountant review note.
- You approve, and the period closes.
Questions live on the transactions they concern, so nobody is reconciling an email chain against a spreadsheet.
Making yourself cheap to serve
Accountants charge for time, and most of that time is spent on things you can prevent:
Attach receipts as you go. Chasing evidence months later is the single biggest consumer of billable hours. Use Signals and clear the needs evidence lane.
Keep categories consistent. Every ambiguous entry is a question, and every question is an email.
Reconcile monthly. Twelve small reconciliations cost far less than one annual forensic exercise.
Answer questions promptly. A query answered the same week is cheap; the same query in March needs everyone to reconstruct what happened.
Never delete — recycle with a reason. A hole in the books is expensive to explain.
If you don't have an accountant
You can run SBB alone — close your own periods and sign off yourself. Get professional help when: you register for tax, you take on employees, you seek finance, or you cross a turnover threshold in your country.
Kiongozi will tell you what looks wrong. It will not tell you what is legally correct in your jurisdiction, and that distinction matters most exactly when the stakes are highest.