I think the deep human urge to customize is second only to the need to take online quizzes. Please tell me what my ideal perfume is based on my favorite color! So what a delight it was to grow up and become an accountant and discover that I can customize everything: spreadsheets, financial models, and invoices. Here are some of my favorite items to customize within an invoice: some cosmetic and some functional.

Updating your Chart of Accounts (COA) might seem like a big task, but it doesn’t have to be stressful. In this post, we’ll explore three different approaches to revamping your COA, so you can choose the one that best suits your business needs and current capacity.

When setting up a Chart of Accounts (COA) for your small business, you might not choose to activate account numbers. After all, it’s the categories like income, expenses, and assets that seem most important, right?

Well, yes, but the numbers make life so much easier!

If you’re running a small business, you’ve probably heard the term “Chart of Accounts” (COA) tossed around by your accountant or seen it in a financial software like QuickBooks Online. But what exactly is it, and why should you care?