About this service (Key Highlights)
FINANCIAL FOUNDATION: We build or restructure your Chart of Accounts (COA) to perfectly match your specific business operations, ensuring every dollar is categorized correctly for tax season.
HISTORICAL CLEANUP: We don't just set up the future; we map your existing transactions to the new structure, fixing past categorization errors to ensure historical accuracy.
CUSTOM HIERARCHY: Tailored for complex businesses (60+ accounts), we create parent-child account structures that allow for granular reporting without cluttering your main dashboard.
AUDIT-READY ACCURACY: Designed to meet accounting standards, ensuring your reports (P&L, Balance Sheet) are accurate for investors, banks, and tax agencies.
FUTURE-PROOF SOPs: You receive a detailed "Implementation SOP" document, serving as a rulebook for your team on how to categorize future transactions correctly.