Chart-of-accounts review checklist
A focused review of whether your ledger structure supports useful management reporting.
/Use this review
- Confirm the chart separates revenue, direct costs, and operating expenses.
- Remove duplicate categories that create inconsistent coding.
- Use dimensions for location, project, or customer detail where appropriate.
- Test whether the month-end report answers the management questions you actually ask.
Read the full article: What a clean chart of accounts should tell you →