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Small Business Tips

Building Your Financial Dream Team

September 24, 2025

a stack of gold coins and mini working men figurines, like a financial team


You wear a lot of hats as a business owner — CEO, marketer, customer service, maybe even delivery driver some days. But when it comes to your money, you don’t have to do it all alone. That’s where your financial dream team comes in.

At the very least, every small business owner should have three key players in their corner: a banker, an accountant, and a bookkeeper. Each one brings something different to the table, and when they work together, you get more than just numbers — you get clarity and confidence.

Your Banker: More Than Just a Teller

Think of your banker as your business’ financial teammate.
They can:

  • Help you set up accounts that fit your needs.
  • Guide you through loans, lines of credit, and financing options.
  • Introduce you to other business resources at just the right time.

Pro tip: Don’t just call your banker when you need money. Build a relationship now, so when it’s time to grow, they already know your story.

Your accountant: The Tax Strategist

Your accountant is the one who makes sure Uncle Sam doesn’t get more than he’s supposed to.
They will:

  • File your taxes (the obvious one).
  • Spot tax savings opportunities you may not even know about.
  • Keep you compliant with the IRS and your state requirements.

Pro tip: Loop them in more than once a year. A 30-minute check-in midyear could save you headaches (and dollars) at tax time.

Your Bookkeeper: The Day-to-Day Guide

This is where Lookout Bookkeeping shines.
Bookkeepers help you:

  • Keep your financial records up to date.
  • Create reports that actually make sense.
  • Show you how money is moving through your business month to month.

Think of your bookkeeper as your financial translator. We turn the numbers into a story you can actually use to make decisions.

Why You Need All Three

Here’s the magic:

  • Your bookkeeper keeps things clean and organized.
  • Your accountant makes sure taxes are filed and planned for.
  • Your banker helps you access money when you need it.

Together, they create a support system that frees you up to do what you do best — run your business.

The Bottom Line

You don’t have to be a financial expert to run a successful business. You just need the right people in your corner.

At Lookout Bookkeeping, we love being part of that financial team — helping you not just see the numbers, but understand them. Because you didn’t start this business to be a bookkeeper. We did!

Want to learn more about how to improve your small business? Check out this blog post on My Favorite tools for Small Business Owners!