New Client Onboarding: Setup COA

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Work type: Accounting

Location: United States

Client industry: Generic

Version: 1 (Latest)

This template includes

	Team Tasks
	Save copy of balance sheet and P&L before any changes are made
	Confirm with client detail they want to see on financials
	Create sample COA using COA setup structure doc. and numbering doc. to split expenses into appropriate categories
	Review with client and update as needed
	Update COA with approved numbering and new structure - add, merge and delete accounts as needed
	Save copy of cleaned up financials and add to Onboarding Checklist deliverable for client
	Review accounts to be sure expenses still correctly categorized after updates