Help  |  Pay an Invoice  |  My Account  |  CPE Log  |  Log in

22WX-3640: Fixing Your Chart of Accounts (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Friday, March 31, 2023
9:00am - 10:00am Central Time
1 CPE (1 technical)

Alternate dates & more options

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

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Major subjects

  • 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

Learning objective(s)

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

Who should take this program?

Anyone with responsibility for a General Ledger System

Fees

Our records indicate you are a nonmember. If you register, you will be charged $49.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $49.00
checkmark Standard Nonmember Fee $49.00

More program information

Instructor John Daly, MBA, CPA, CMA, CPIM
Location Online
Area
of study
Accounting & audit
Field(s)
of study
Accounting - Technical (1.0)
Level Intermediate
Format Group Internet Based
Sponsor CPA Crossings, LLC
NASBA ID#: 108744
Prerequisites Prereq. Some real work experience working with General Ledger Systems
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

Not a member? Join the MNCPA to start saving on CPE and accessing members-only benefits.

Search CPE catalog

If you have questions about this event, please call us at 952-831-2707.