Chart of Accounts Setup

A well-structured chart of accounts is the foundation of good bookkeeping. We’ll help you create or organize this list so that every income, expense, asset, liability, and equity account is clearly defined and easy to manage. Without a solid chart of accounts, your reports can be messy, incomplete, or misleading — and that makes it harder to track your performance or file taxes properly. Many small business owners inherit a default setup that doesn’t match how they actually operate, which leads to confusion and extra work down the line. We make sure your accounts reflect your business type, industry, and goals, so the numbers always tell the right story. 

Whether you’re starting fresh or fixing a system that’s gotten cluttered over time, we can structure your accounts to make your bookkeeping faster, cleaner, and more accurate. A custom setup makes a big difference in how you understand your cash flow and profitability. Once we put the right system in place, it’s easier to keep your books tidy and consistent month to month. If your current setup feels out of order or doesn’t reflect how your business works, let’s fix it together.