What is it?

Why is having a good chart of accounts important?

Anytime during the year, you should be able to glace at your financials and…

  • Know if you have enough cash on-hand.

  • Know if you made or lost money for the period and why.

  • Calculate, in your head, gross profit and operating margins.

Are you able to glance at your financials right now and know these three things? If not, let’s look into restructuring your chart of accounts.

CLICK HERE TO RESTRUCTURE YOUR CHART OF ACCOUNTS

Chart of Accounts Restructure

Services that will help you better understand business finances 

Hands Free

  • Text Materials & How-To Videos
  • Understand Your COA
  • How-To Update QBO
  • What is important to you?
  • What would you like to know?
  • Professional Design
  • Professional Implementation
  • 30-Day Check-In

Pro Help

  • Text Materials & How-To Videos
  • Design Your Own COA
  • How-To Reorganize QBO
  • What is important to you?
  • What would you like to know?
  • Assisted Design

DIY

  • Text Materials & How-To Videos
  • Design Your Own COA
  • How-To Reorganize QBO

DIY Option

This is where you design, adopt, and implement the changes yourself. We’ve built a series of instructional materials and videos to get you started. Learn from our professionals and build a chart of accounts that will be useful to you as you run your business.

Pro Help Option

Get everything in the DIY Option plus our assistance to help you design and implement your enhanced chart of accounts. With this service, we will perform a Discovery to learn about your business and your needs as the owner. We will understand what is important to you and what it is you want to know every time you look at your financials. We will build an instructional video, unique to you and using your company file, based on our findings. You’ll then be responsible for adopting our recommendations and implementing the changes in your company file.

Hands Free Option

Get everying in the Pro Help Option plus we’ll do all the implementation work for you. After it’s all done, we’ll host a meeting with you to deliver our product. This will be your time to ask questions and suggest improvements. We’ll even check-in with you after 30 days to make sure it’s working for you.

CLICK HERE TO RESTRUCTURE YOUR CHART OF ACCOUNTS

Grow. Profit. Thrive.

Are You Ready?

Get Started Today