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Fixing Your Chart of Accounts

Available Until

OnDemand

1.50 Credits

Member Price $59.00

Non-Member Price $89.00

Overview

A well-organized chart of accounts supports robust responsibility reporting, makes it easy to answer “what if?” questions and helps eliminate data entry errors. However, many organizations cling to the primitive practices of a half-century ago that impose barriers to developing budgets, holding people accountable, gathering useful data and keeping errors from creeping into their financial statements.


Best practices today look little like the examples you may have seen in business school. If you sense that your general ledger could do far more, this session will show you how to fix your problems

  • Course Instructor: John L. Daly, MBA, CPA, CMA, CPIM
  • Highlights

    Current Chart of Accounts Best Practices


    • Why developing a chart of accounts begins with studying your organizational chart
    • How to identify your account segments
    • Determining the order of your account segments
    • Best practices for numbering account bases
    • How to avoid memorization


    Fixing Your Current Chart of Accounts


    • How big company and small company software differs
    • Two key approaches for preserving your historical data
    • What to know when making major chart of accounts changes

    Prerequisites

    Some real work experience working with general ledger systems

    Designed For

    Anyone with responsibility for a General Ledger System

    Objectives

    • Understand current chart of accounts best practices and how to fix the current mess that you may have.

    Preparation

    None

    Notice

    This is an OnDemand course offered by a third-party vendor. To access the course after purchase, go to My NESCPA and then My CPE and click on My OnDemand. Individual courses are available 90 days from the date of purchase.

    Non-Member Price $89.00

    Member Price $59.00