Clean books, compliant firm, balanced life.
Are your financials set up correctly? Not sure where to start? Are you missing anything? Get the guidance you need from our team of bookkeeping experts who know your world inside and out, including the regulations in your state.
Learn how to set up your accounts from experts who keep accurate, efficient and most importantly, audit-ready books for financial advisors every day. Get the guidance you need to set yourself up for success!
This guide includes:
- How to set up your Chart of Accounts
- Tips for keeping your Chart of Accounts simple
- Specific considerations for financial advisors when setting up their Chart of Accounts
- A comprehensive list of account types and their detail types for a financial advisory practice
Grab your free copy and bring balance to your books and business today!
