If you don’t fully understand how money moves through your business, you’re probably leaving profit on the table.
That’s not a dig—it’s a reality for most small business owners juggling endless priorities. You’re not an accountant, and that’s okay.
But you do need one you can work with effectively.
At Whirks, we work hand-in-hand with accountants every day to help our payroll and HR clients simplify financial processes, avoid unnecessary costs, and keep more of what they earn.
We’ve seen firsthand how small adjustments in how you communicate and work with your accountant can lead to big improvements in your bottom line.
In this article, we’ll walk you through four simple but powerful ways your accountant can improve your bottom line (and what your role is for each)—so you can protect your profit and grow your business.
1. They Make You More Efficient (When You Send Documents in the Right Format)
For accountants, formatting is essential. In fact, one of the biggest challenges for many accounting firms isn't calculating, balancing, reconciling, or even meeting government-mandated deadlines. It's getting the necessary client documents in the appropriate, requested format.
When your accountant asks for a bank statement, they want the actual document from your bank.
Not just the balance. Not just the numbers. The actual statement.
The same goes for loan documents or credit card statements.
Why does this matter so much? Because formatting preserves data integrity. And that's critical for making sure your financial statements are accurate and that you stay compliant.
At Whirks, we've seen clients lose hours of time—and even miss tax deadlines—because the wrong document format created unnecessary back-and-forth with their accountant.
So, help your business (and everyone's stress levels) by sending those documents in the format requested. It'll save time, reduce stress, and help your accountant focus on helping you meet your financial goals.
2. They Help You Avoid Penalties (When You Meet Your Deadlines)
For most Americans, April 15th is the only tax date that matters. For employers, it's the quarterly employment tax deadlines: April 30th, July 31st, October 31st, and January 31st.
But for an accountant, each calendar year is one long relay race with their entire workflow built around filing deadlines. If you drop the baton and miss a deadline, it does more than delay reports. It can result in penalties.
Just like you have a never-ending list of to-dos coming from all directions, your accountant has reconciliations, tax filings, and analyses to complete for hundreds of clients. The faster you deliver your documents (in the right format), the more time your accountant has to optimize your filings—and protect your profit.
3. They Find Tax Advantages (When You Keep Them Informed)
Your accountant needs the full story to account for your assets correctly. The more information you provide, the better equipped they will be.
Let's say you trade in your work vehicle for one with fewer miles and heated seats. If you don't mention this to your accountant, they may notice the new monthly payment on your credit card statement, but they won't know what you bought, which vehicle you traded in, or its value—all factors that impact your inventory and assets. And did you mention if you paid sales tax on the trade-in?
These details affect your financial statements, tax liability, and more.
Accountants can point out consequences of purchases you haven't considered. Or they might know a way to structure the purchase that offers better tax advantages.
Your accountant sees the financial impact on your company's bottom line. So, tell your accountant all the things. Financially speaking, of course.
4. They Make You A Smarter Business Owner (When You Ask Questions)
Many people avoid asking their accountant questions because they're worried about sounding uninformed. But accountants want you to ask questions. And so do we. Especially when they affect your people, payroll, taxes, or compliance.
At Whirks, we encourage our clients to ask questions early and often. The more you understand, the better you'll be at making smart decisions.
Not sure what cash basis means? Don't know how deductions are calculated in payroll? Ask. These aren't dumb questions. They're the questions that make you a better business owner.
How Whirks Helps You Work Better With Your Accountant
We believe it’s our team's job to help simplify your financial and people complexities—not just for payroll and HR, but for your accountant, too. Our team works directly with accounting professionals to ensure documents, reports, and compliance details are aligned.
You shouldn’t feel like a go-between in disconnected processes or systems. You deserve a team that collaborates to help your business grow and get one step better every day.
Building a Strategic Partnership with Your Accountant
After years of working with small businesses, we’ve seen this time and again: You may have an accountant, but you’re not getting the full value unless you work with them intentionally.
Document formatting, meeting deadlines, open communication, and clarity are more than just admin tasks. They are ways to protect your profit.
At Whirks, we help you get one step better every day by connecting the dots between payroll, accounting, and long-term success.
Learn how to prevent payroll from quietly draining your bottom line.
Read: How to Keep Your Payroll From Consuming All of Your Profit.
