Working With Your Accountant: A Landlord's Playbook

Give shared access, not attachments
Emailing spreadsheets is the accountant's least favourite month. Grant read-only access to your bookkeeping tool — Xero, FreeAgent or Landvale — and your accountant works in the source of truth, not a snapshot.
Agree the chart of accounts
Agree the categories in month one. Mid-year re-categorisation causes reconciliation drift and confuses the year-end P&L. Landvale ships with an HMRC-friendly default that most accountants approve unchanged.
Book a mid-year review
A 30-minute mid-year call catches Section 24, capital vs revenue and ownership-structure decisions when there's still time to act. A March-only relationship is too late.
The accountant view in Landvale
Landvale ships with a dedicated accountant role — read-only, portfolio-wide, with the P&L, transaction ledger and receipt library exposed in one dashboard. Your accountant sees exactly what you see, live.


