Chart of Accounts Cleanup
Restructure a cluttered chart of accounts so your reports finally show what you need to manage the business.
Good reports start with a sensible chart of accounts.
Built for owners who…
Businesses with dozens of unused, duplicate or vague accounts
Owners whose profit and loss doesn't match how they think about the business
Companies preparing to build budgets or dashboards
Teams migrating to a new accounting system
What we do together
- Review of your existing chart of accounts and usage
- Proposed new structure aligned to how you manage the business
- Mapping from old accounts to new accounts
- Guidance on merging or deactivating unused accounts in your software
- Updated categorisation rules for your bookkeeper
- Before-and-after report comparison
What you receive
- New chart of accounts structure
- Old-to-new account mapping
- Categorisation rules document
- Report comparison summary
How it works
Purchase
Check out and share read access to your accounting system.
Review
We analyse current accounts and how they are used.
Design
We propose the new structure and agree it with you.
Apply
We apply or guide the changes and confirm the reports.
Common questions
Will this change my historical data?
Accounts are merged or renamed in a way that keeps history intact; we agree every change with you first.
Do I need my tax preparer involved?
We recommend sharing the new structure with them before changes are applied.
Which software do you support?
QuickBooks Online and Xero.
How long does it take?
Usually one to two weeks.
How do I pay?
Payments are processed securely by Stripe. This is a single one-time payment.
What is your refund policy?
Please read our Refund & Returns Policy before purchasing.
Chart of Accounts Cleanup — $497
Good reports start with a sensible chart of accounts.
KFMB Consulting provides financial advisory, management and bookkeeping support. We are not a CPA firm, we do not perform audits or issue audit opinions, and nothing on this page is tax, legal or investment advice. Outcomes depend on your business and the decisions you make.