Chart of accounts design that matches operations
A chart of accounts is most useful when it makes coding easier, not harder. We design (or refactor) structure so day-to-day transactions roll up into reporting you can actually use.
Service overview
We build a COA structure that supports consistent coding, clean reconciliation, and internal reporting. When useful, we also define supporting dimensions (classes/locations/projects) with clear rules.
Usable categories
Accounts that match how work happens.
Clear coding rules
Fewer "misc" buckets and less recoding.
Reporting-ready
Rollups designed for internal decisions.
Common problems solved
- Too many accounts with overlapping purposes
- Accounts don’t roll up cleanly to reporting categories
- Inconsistent coding across team members
- Dimensions (classes/locations/projects) are unclear or unused
What implementation includes
Design
- Current COA review and pain-point mapping
- Proposed COA structure with rollups
- Rules for coding and dimensions (when used)
Implementation support
- Migration plan for renames/merges
- Documentation and examples
- Handoff and training for consistent use
Typical outcomes
Cleaner reporting
Categories that map to how you manage performance.
Less recoding
Clear rules reduce churn and "where does this go?" questions.
Faster close
Better structure supports reconciliation and month-end routines.
Operational and unlicensed services
This engagement focuses on operational accounting structure and workflow enablement. We do not provide tax, legal, audit/assurance, or investment advice.