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Presentations

Your Part-Time CFO & Small Business Accounting Specialist
Creating a Custom Chart of Accounts for Your Client

I recently presented at the Cloud Accountants & Advisors Meetup on Creating a Custom Chart of Accounts.

The presentation was aimed at Accountants and Bookkeepers seeking to provide advisory services by unlocking the potential of their client’s Chart of Accounts.

The Creating a Custom Chart of Accounts for your Client presentation video runs just over an hour and covers the following:

  • Introduction
  • Advisory Opportunities
  • Key Custom Chart of Accounts Considerations
  • Organisation Structure
  • Management Reporting
  • Example Chart Structure
  • Custom Chart of Accounts Top Tips
  • Client Benefits
  • Process
  • Questions
  • Resources
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Creating a Custom Chart of Accounts for Your Client

Hope you made it all the way to the end because that explains resources I’m offering to help aspiring Custom Chart of Accounts practitioners get started.  These include:

  • A pdf copy of my presentation slides
  • Excel Custom Chart of Accounts template
  • Custom Chart of Accounts Scoping Meeting Agenda & Discussion Points Powerpoint template

To access these free resources please enter your email below.

Download Creating a Custom Chart of Accounts Resources



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I respect your privacy and never release your information to third parties.  For more information please refer to my Privacy Policy.  Please ensure you have entered your email address correctly.  If you experience any difficulties please email me at brett@parttimecfobrisbane.com.au.

I’m happy to give a free half hour telephone consultation (click here to schedule a time), but only to Accountants & Bookkeepers who have downloaded the free resources.

Should you wish, I’m also available for Custom Chart of Accounts Training tailored to your needs. This could include assisting with your preparation for and/or even attending your Client Scoping Meeting giving you real-time review and feedback as you work through the suggested project phases.

Finally, if you have a Client who’s Chart of Accounts needs some attention, please let me know and I’ll happily arrange for a confidential discussion with them to ascertain their suitability and interest in implementing a Custom Chart of Accounts.

If you have any further questions please email me at brett@parttimecfobrisbane.com.au

Download Creating a Custom Chart of Accounts Resources



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