Chart of Accounts

Need help tracking, viewing, and analyzing your revenues and expenses? We can organize your accounts to meet your needs.

• Establish accounts to reflect your organization’s major programs

• Establish classes within the Chart of Accounts to track restricted funds

• Review and revise the process of tracking temporarily and permanently restricted funds

• Streamline preparation of your organizational budget

• Eliminate redundant and unnecessary accounts

• Ensure the organizational alignment of accounts to the organization’s future focus and structure

• Create accounts to assist interface with donor management software