Accounting · Pricing
Chart of Accounts Setup & Standardization
Starting at$1,200one-time
What the price covers
1 entity; map up to 100 accounts; account-use guide and one review
What we do
- Confirm reporting needs; draft the account-use guide and complete one revision
- Map old accounts to the approved structure; check duplicates and opening-balance destinations
- Review the mapping and proposed account use
What you get
Approved account map and practical account-use guide.
Not included
Reclassifying past transactions and data migration (Accounting Data Migration).
Every Step. All 12.
- 01Ask management which reports and account groupings it needsSetup / one review · Senior accountant
- 02Export the existing chart of accounts and note how each account is usedSetup / one review · Senior accountant
- 03Draft plain-language instructions for using each account groupSetup / one review · Senior accountant
- 04Review the draft map with the owner and apply the included revisionSetup / one review · Senior accountant
- 05Match each old account to the standard accountUp to 100 accounts · Senior accountant
- 06Identify duplicate, unused and incorrectly typed accountsUp to 100 accounts · Senior accountant
- 07Mark the destination for each existing balanceUp to 100 accounts · Senior accountant
- 08Apply approved account names, numbers and account typesUp to 100 accounts · Senior accountant
- 09Check that the mapped balances still add to the original ledger totalUp to 100 accounts · Senior accountant
- 10Check account types and the financial-statement presentationFinal review · Controller
- 11Resolve unmapped accounts with the preparerFinal review · Controller
- 12Approve the final map and account-use guideFinal review · Controller
More In Accounting
All 13 servicesCatch-Up & Historical Bookkeeping Cleanup$3,600 one-time3 consecutive historical months; up to 250 bank/card transactions and 5 accounts per month; digital records supplied by the client.Ecommerce Settlement Reconciliation$350 a month1 sales channel and 1 payment processor with an automated connector; settlement, fee and refund reconciliation; up to 10 settlement exceptions per month.Accrual & Balance-Sheet Schedules$325 a monthUp to 5 nonroutine accrual, prepaid or deferred-revenue schedulesYear-End Accountant Handoff$550 a yearYear-end support for the outside accountant: 5 special schedules and up to 1 hour of accountant queries.