Tax Agencies
Support When You Need It
Working Together with Your Accountant or Adviser
Keeping accurate records is only part of the picture. Good bookkeeping creates organised business records. Those records make it much easier for accountants, bookkeepers, and advisers to understand your business and provide advice when it’s needed.
When business records are accurate and organised, it becomes much easier for accountants, bookkeepers, and advisers to provide the support a business owner needs. Everyone is working from the same information, making advice clearer and bookkeeping easier to manage.
Good business records help business owners better understand what’s happening in their business and make it easier to discuss important matters with their accountant or adviser.
Giving the Right People the Right Access
You don’t want everyone to see all parts of your bookkeeping system. Know Your Business allows business owners to decide who can access different parts of the bookkeeping system, so each person only sees the information they need.
Business owners can focus on their everyday bookkeeping, while accountants and advisers can access additional information when it’s needed. This keeps the system simple to use while still allowing professional support when required.
Keeping information organised also makes the system easier to use. Business owners can work with their own records each day, while accountants and advisers can access additional information when support is required.
Role-Based Access
Business Records Protection
Organised & User-Friendly
Secure & Focused Experience
Reduce operational clutter while keeping full control behind the scenes. Hidden layers ensure clients stay focused, while agents access deeper insights when required.
System Structure
Working Together While Keeping Control of Your Records
Know Your Business is built to give business owners complete control of their business records and to simplify collaboration with accountants, bookkeepers, tax authorities, and financial advisers. Each role has a clear purpose, making it easier for business owners and advisers to work together while keeping business records organised and secure.
You are always in control of your business records and bookkeeping system. Additional authorized agents and advisers can be added to provide support, guidance, and expertise as required without impact on ownership of your data.
Business owners remain responsible for their own records while still being able to work alongside accountants, bookkeepers, and advisers when support is needed.
Complete business records control
Availability of adviser access
Business owner remains in control
Bookkeeping reviews, tax preparation, compliance requirements, reporting, and financial analysis can be assisted by agents, accountants, and other financial professionals.
By working from accurate, organized records, professionals can spend less time gathering information and more time providing meaningful advice that supports business growth and financial stability.
Support with tax and compliance
Support for financial reporting
Improved business insights
You are always in control of your business records and bookkeeping system. Additional authorized agents and advisers can be added to provide support, guidance, and expertise as required without impact on ownership of your data.
Business owners remain responsible for their own records while still being able to work alongside accountants, bookkeepers, and advisers when support is needed.
Sleek user experience
Security for access control
Better collaboration
Your Business. Your Records.
The KYB system has been developed so that business owners remain in control of their own business records.
Accountants, bookkeepers, and advisers can provide support when required, but ownership of the records always remains with the business owner.
When business records are organised and easy to understand, it’s much easier for business owners and advisers to work together. Everyone works from the same business records, making it easier to communicate, review information, and keep bookkeeping organised.
While accountants and advisers provide valuable support, the business owner remains responsible for the business. Good bookkeeping makes that responsibility much easier.
Privacy & Security
Protecting Your Business Records Without Adding Complexity
There’s no need to make bookkeeping management complicated. Know Your Business is designed to allow business owners and tax professionals to work efficiently while keeping a tight rein on sensitive information.
Organised business records, controlled access, and clearly defined user roles help protect information while allowing people to work together when needed.
The result is a system that supports collaboration without compromising privacy, security, or control.
Business Insights
Practical Bookkeeping Knowledge
Explore articles and learning resources that explain bookkeeping, business records, journals, and everyday business transactions in a clear and practical way.
Client Success Stories
Helping Business Owners Gain Financial Clarity
See how Know Your Business makes bookkeeping easier for business owners, gives them a clearer view of their finances, and helps them make better business decisions.
Sarah Mitchell
Small Business Owner
Know Your Business has changed the way I manage my finances. The system is user-friendly, well-organized, and provides me with a clear view of the status of my business at any given time.
Michael Carter
Business Consultant
I wanted a bookkeeping solution that didn’t need complicated software or extensive training. “This system helped me stay organized, save time, and have better control of my finances.
Jennifer Lewis
Entrepreneur
The reporting structure makes it easy to see how my business is doing. I can find the information I need quickly and make decisions with greater confidence.
Frequently Asked Questions
Have Questions? We Have Answers.
Is Know Your Business an accounting software?
Know Your Business is a systematic bookkeeping system that helps business owners organize their financial records, track performance, and get a clearer picture of their finances. It’s powered by familiar spreadsheet platforms, which simplifies bookkeeping and makes it more accessible.
You don’t need any accounting or bookkeeping experience to use it.
Nope. The system is addressed exclusively to business owners, entrepreneurs, and managers. It has a well-organized structure and easy workflow, making it easy to manage your bookkeeping even if you have limited accounting knowledge.
Can it share records with an accountant or bookkeeper?
Yeah. “The system is collaborative and can be used alongside your accountant, bookkeeper, or financial advisor. Keeps your financial information organized and easy to get to when you need it.
Supported platforms?
Know Your Business is compatible with Microsoft Excel, Apache OpenOffice, and LibreOffice, so you can use the spreadsheet platform that best suits your business.