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Accountants Access: Connecting Your CPA and Your Financial Accounts

by Matthew Senter | Oct 5, 2020 | Accounting

As part of the client accounting services we provide, Senter CPA requests access to certain bank information to help ensure timely and accurate reports. As such, obtaining what we call accountants access helps us save time performing services and thus saving our clients money. With accountants “view-only” access we can retrieve statements and view checks payable, as well as the added capability to record, organize and analyze business transactions. With client accounting services, you are able to make better and timelier decisions, perform tax planning and feel confident in your numbers.

Rest assured, we don’t want full-access to your accounts, nor should you trust other outsourced advisors with such access. This is why it’s in the best interest of our clients and our team to obtain accountants access or view-only access to bank accounts, credit cards, loans or other various accounting related accounts. 

Why Do We Need Access?

As accountants, we need on demand access to ensure we provide excellent service, while allowing you to focus on what you do best and grow your business.

Is It Secure?

It’s very secure. We do not want the ability to transfer funds, pay bills or move money, except in cases where we are engaged to do so. To ensure excellent service, we only want read-only or view-only access to provide the extra layer or transparency and security.

Benefits of Accountants Access:

  • Ensure bank and balance sheet reconciliations are a breeze
  • Saves both client and accountant time
  • Saves client money with efficient service
  • Allows accountants to provide more timely and efficient service
  • Aides in timely reports and on demand client reports
  • Aides in best tax planning practices
  • Aides in timely compliance and filing of tax returns

Not all institutions are created equal when it comes to providing access to third parties. Surprisingly enough, there are still large banks who do not offer the capability to add users to an existing account. There are also times when our firm has to work with a banks IT department to establish connection, but thankfully most banking institutions have the view only access capability waiting for the correct authorization from the account holder and can be set-up in minutes.

Senter CPA: Your Accounting Team

Our goal is to be part of your team, help save tax dollars and achieve your goals. We are your trusted accountants and advisors in Clarkston, Michigan. If you are interested in discussing accounting and bookkeeping solutions,  please give us a call at 248-934-0550 or click the contact us button below. We look forward to hearing from you.

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DISCLAIMER

Uploading Bank and Credit Card Statements to your Client Portal

by Kelly Thompson | March 17, 2022 | Accounting | 0 Comments

If we process bookkeeping for your business, it helps us tremendously to have instant access to your bank and credit card statements in order to reconcile your accounts for you in the mostly timely manner we possibly can.
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Subscribe to the Senter, CPA Monthly Newsletter!

by Matthew Senter | January 28, 2022 | Accounting, Community, Tax, Team | 0 Comments

Want to keep in touch with industry changes, tricks and helpful links, or fun things happening in our communities or with our TEAM? Great, you can sign up here!

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Labor Shortages and The Accounting Industry

by Kelly Thompson | December 10, 2021 | Accounting | 0 Comments

Tax brackets are different for each filing status. When you get married and file a joint return, your income is combined with your spouse’s and may no longer be taxed at the same rate as when you were single. 

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Common Documents for Individual Tax Returns

by Cassie Senter | August 16, 2021 | Accounting, Government, Internal Revenue Service, Tax | 0 Comments

Getting your tax documents together to send to your tax preparer can be overwhelming, but we can help!  One of the most common questions we are often asked is, “What documents are needed for individual tax returns?”.

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QuickBooks Online: Get Paid Faster Using QuickBooks Payments

by Michelle Hare | June 22, 2021 | Accounting | 0 Comments

QuickBooks Payments gives companies like yours the ability to connect with your customers electronically, accommodating customer payment preferences with both credit card and bank account options.

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QuickBooks Online: Applying Payments to Invoices

by Michelle Hare | February 11, 2021 | Accounting | 0 Comments

For any business owner, receiving payment for our hard work is very satisfying, however, it can quickly turn into a headache if the payment is not properly recorded.  The last thing we want to do is leave a paid invoice in an open status and make the embarrassing mistake of sending past due invoices to valued customers. 

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Why Hiring Senter, CPA is Worth the Expense

by Cassie Senter | January 20, 2021 | Accounting, Tax | 0 Comments

Where is the Value when hiring Senter, CPA? Often, we get phone calls and questions online asking what our fees are for anything and everything related to tax and accounting and the honest answer is, well… its complicated.  Senter CPA, like most CPA firms, has hourly...
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Client Accounting Service Packages

by Matthew Senter | December 2, 2020 | Accounting | 0 Comments

We are proudly introducing Senter CPA’s clear and concise client accounting serivce (CAS) pagakages. For your convenience, we are now offering CAS Standard, Premium, and Elite packages. You can find a list of what each package offers below. If you don’t see exactly what you’re looking for, no problem – feel free to give us a call and we will be more than happy to create a custom package that will accommodate your specific needs.

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Senter CPA: Year End Checklist for Businesses & Individuals

by Kylie Harig | November 5, 2020 | Accounting, Tax | 0 Comments

Don’t forget to take some time for your business and personal finance housekeeping. This time will be well spent getting in good shape both professionally and personally for the New Year ahead.

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Bookkeeping: Artificial Intelligence and Importing Transactions

by Matthew Senter | October 21, 2020 | Accounting, Information Technology | 0 Comments

Let’s face it we all want faster, better and more efficient results. Especially when it comes to our bookkeeping and accounting. Use artificial intelligence to your advantage and import your transactions. It’s time to put excel away and have a true accounting system.

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Senter, CPA, P.C.

6803 Dixie Hwy | Suite 2
Clarkston, MI 48346

Phone: 248-934-0550
Fax: 248-671-3814
info@sentercpa.com

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