Organizing Your Finances to Match How You Actually Work
A generic chart of accounts might seem like a shortcut, but it often leads to miscategorized transactions, poor reporting, and even tax-time headaches. A custom chart of accounts setup, on the other hand, keeps every account aligned with your specific business structure, sales channels, and inventory needs.
At JPZ, we design your chart of accounts around how your business actually runs. From eCommerce fees and shipping costs to retail sales and service income, we build clarity into every category. This way, your reports tell a story you can act on with confidence.
| Here’s How Custom Chart of Accounts Development Builds a Structure That Works: | |
|---|---|
| Discovery Call | We start by learning about your business model, revenue streams, and goals |
| Business Model Mapping | We outline your operational flow, from how you earn income to how you spend |
| Industry Specific Structure | We craft an account structure designed for your sector |
| Platform Implementation | We build it out in your accounting system, ensuring it’s clean and scalable |
| Training (If Needed) | Need clarity? We’ll guide you through and show you how to use it |
It’s your business. Let’s make the numbers tell your story.
Financial Planning That Moves With You
Your numbers should work for you, not waste away in a spreadsheet collecting dust. At JPZ, we help you turn financial data into practical strategy. From monthly budget vs. actuals analysis to budget variance reports, we provide you with clear insights, enabling you to spot trends early and pivot with purpose.
Our outsourced CFO services offer high-level budgeting and forecasting support without the full-time cost, and our cash flow planning helps you prepare for both slow seasons and big investments. Every budget we build is a living plan, catered to your business and designed to move it forward with confidence.
Let’s Build A Budgeting Strategy That Feels Like A Friday Morning On A 3-Day Weekend
Reach out for a consultation, and let’s start creating clarity, control, and confidence in your business finances.
FAQs
What is a chart of accounts and why is it important?
A chart of accounts is a structured list of all the financial accounts in your system—it keeps your books organized and helps you track where money is coming from and going to.
How do I set up a chart of accounts in QuickBooks?
In QuickBooks, go to the Chart of Accounts section, click “New,” and follow the prompts to create accounts that reflect your income, expenses, assets, and liabilities.
What accounts should be included for inventory-based businesses?
You’ll typically need accounts for inventory assets, cost of goods sold (COGS), and income from product sales, along with any relevant expense categories like shipping or storage.