Chart of Accounts Setup and Cleanup

A well-structured chart of accounts is essential for clear, meaningful financial reporting. We design and set up your chart of accounts to align with your organization’s structure, funding sources, and reporting needs — making it easy to track income, expenses, and financial performance.

Whether you're starting fresh or reorganizing an existing chart, we’ll ensure it’s clean, logical, and built to support your goals.

Included Services:

  • Assess your organization’s structure, funding sources, and reporting requirements

  • Design a custom chart of accounts tailored to your operations

  • Set up or restructure accounts for income, expenses, assets, liabilities, and equity

  • Align accounts with program, grant, or department tracking (if needed)

  • Eliminate duplicate, unused, or unnecessary accounts

  • Standardize naming conventions for consistency and clarity

  • Ensure compatibility with your accounting software (e.g., QuickBooks Online)

  • Provide a reference guide or account map for internal use

  • Offer recommendations for financial reporting and account grouping

  • Train staff or answer questions related to account usage and coding

This service lays the groundwork for accurate bookkeeping and effective financial management — giving you a reliable framework to support compliance, budgeting, and decision-making.

A woman sitting on a giant calculator, surrounded by accounting books, a large pink sheet with checkmarks, a stack of coins, and green plants.