Chart of Accounts Setup

What this covers

The default chart of accounts is built for nobody. A good one makes your reports answer questions without extra work; a bad one is why owners say their reports tell them nothing.

• Account structure designed around how you actually earn and spend
• Revenue split by the streams you need to see separately
• Cost of goods separated properly from operating expenses
• Class, location, department or project tracking configured
• Existing accounts merged, renamed or retired without losing history
• Documented so anyone picking up the file understands it

How it works

1. A free consultation. Twenty minutes on how the business runs, what software you are in, and what shape the records are in today.
2. A written scope and a price. Based on your actual transaction volume and account count — not a tier.
3. Access and setup. Read access to the accounts and software involved, and a chart of accounts that matches how you operate.
4. A fixed rhythm. You know what lands, and when.

Common questions about chart of accounts setup