Getting me your numbers: about 10 minutes, read-only

The one thing that matters most is your sales history, straight from your CRM. That's the bible: it already knows who booked, what they paid, and where they came from. Everything else below just pairs your ad spend against it. No bank connection needed. Every invite is the lowest access level each platform offers: I can read the numbers, I can never change your campaigns or move your money.

1 · Google Ads (2 minutes)

1. Sign in at ads.google.com
2. Click Admin (left menu, bottom) → Access and security
3. Click the + button, enter [email protected], choose access level Read-only
4. Send invitation. Done.

2 · Local Services Ads (1 minute)

1. Sign in to your Local Services Ads dashboard (ads.google.com/localservices)
2. Click Admin (left menu) → Access and security (Google moved LSA user settings into the same menu Google Ads uses, so this looks just like step 1)
3. Click the + button, enter [email protected], choose access level Read-only, send the invitation

3 · QuickBooks Online (2 minutes)

1. Sign in to QuickBooks → click the gear icon (top right) → Manage users
2. Click Add user → choose the role View company reports → enter [email protected] → Send invitation. That role is reports-only: I can read, I cannot touch a transaction, and it does not count against your user limit.
3. If your plan does not show that role (it exists on Plus and Advanced), use the Accountants / Accounting firms tab → enter [email protected] → Invite instead. Fair warning so nothing here oversells: accountant access technically allows edits. My working rule stays the same either way: I read, I never change anything.

This one is not about checking your revenue, your CRM already tells me that. It's so your efficiency targets get dialed to your margins and where your business is right now: a shop scaling hard can spend more to win a customer than one protecting profit, and the right cost-per-sale should reflect that instead of some number off the internet. A monthly P&L works just as well if you'd rather send it than grant access.

Running ads anywhere else? (do the ones that apply)

4 · Meta (Facebook / Instagram) ads

1. Go to business.facebook.com/settings (Business settings)
2. Under People, invite [email protected]
3. Assign your ad account with the view-only level (Meta calls it Analyst / View performance)

5 · Microsoft (Bing) ads

1. Sign in at ads.microsoft.com → in the left menu, hover over Settings → User management
2. Click Invite user, enter [email protected] with the Viewer role, and send

6 · Google Business Profile (free, and worth it)

1. Go to business.google.com and pick your business (Google manages profiles right in Search and Maps now)
2. Click the three-dot menu → Business Profile settings → People and access → Add
3. Invite [email protected] as Manager (the lowest role Google offers here). One note: only an Owner can send this invite.

Your profile's calls, direction requests, and search views are the best free read on organic demand, the "Earned" half of the picture.

7 · Angi, Yelp, HomeAdvisor and similar

These platforms have no clean view-only invite, so skip the access route: just email a monthly leads/spend export or even the billing statements to [email protected]. Rough beats nothing.

Rather send files instead?

Totally fine. The short list, most important first: your CRM sales history (2-3 years, one row per paying service line: customer, service, date, amount, ZIP), a Google Ads campaign report by month (2-3 years back), your LSA spend and lead history, monthly spend for any other channels (rough is fine), and a monthly P&L. Email them to [email protected].

Questions, or want me on the phone while you click? andosystems.com/book grabs 30 minutes. · Ando Systems · Raleigh, NC