👨💼 How to Use Hedgi With Your CPA
Bookkeeping made easy for you — and painless for your accountant.
One of the best parts about using Hedgi? You don’t need to be a bookkeeping expert to hand off clean, organized records to your CPA. Whether it’s for tax prep, financial planning, or audit defense, Hedgi keeps your books ready for professional review — with minimal back-and-forth.
Here’s how to work seamlessly with your accountant.
📦 What Your CPA Actually Needs
Most accountants don’t want a shoebox of receipts or an Excel file full of mystery transactions. They want:
A clean Profit & Loss statement
Details on major purchases or asset acquisitions
Categorized transactions with consistent logic
Supporting notes or memos for anything unclear
Access to your final ledger, not a dump of raw data
Hedgi gives you all of that — and formats it for tax season.
📁 Step-by-Step: Getting Your Books to Your CPA
✅ Monthly (Recommended)
Export your P&L report (PDF or CSV)
Include any major updates or purchases in the memo fields
For Agentic users: use the Monthly Summary, which includes categorized transactions, journal entries, and flagged items
🧾 Year-End
Send your final Year-End Summary (coming soon)
Include your categorized ledger (CSV or PDF)
Mention anything unusual: vehicle purchases, home office use, mixed personal/business expenses
🤝 Invite Your CPA (Web Access – Coming Soon)
Soon, you’ll be able to grant accountant access via the web app, giving your CPA:
Read-only access to reports
A full categorized transaction list
Journal entry breakdowns and memos
Download options for tax software imports
Until then, just export and share — or download the reports and drop them into your shared folder.
🧠 Pro Tips for CPA Handoff
Use memos to explain gray-area items (“Personal phone used for business 80%”)
Tag personal expenses in mixed-use accounts — they’ll be excluded from your P&L
Don’t worry about tax forms — your CPA will take your Hedgi reports and plug them into their software
🎯 For Agentic Users
Hedgi already preps most of what your CPA needs:
Journal entries? ✅
Deductible vs non-deductible split? ✅
Audit-proof notes? ✅
Just export your summary and send it over. Most CPAs will thank you for not using QuickBooks.