Building the Backbone: How to Set Up the Perfect Chart of Accounts for Every Sector

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Introduction

A well-designed chart of accounts is the heart of accurate reporting — yet most are copied, cluttered, or completely mismatched to the business. This session shows you how to design and implement a chart of accounts that fits your client’s industry, improves reporting accuracy, and makes month-end close a breeze.

Category: Financial Reporting

Channel 2: Growth


Information

Available from: 14 November 2025, 09:00

Format: Webinar

CPD Units: 3


What will set you apart

By attending this webinar you will gain the following competencies

  • Understand how different industries structure their accounts for better analysis
  • Design a chart of accounts (COA) that supports management reporting and compliance
  • Know which accounts to include, merge, or split for clarity and control
  • Avoid the most common setup mistakes that cause messy financials
  • Apply sector-based examples for retail, manufacturing, construction, NPOs, and service firms
  • Create a scalable structure that supports growth, consolidation, and audit readiness

Certificate

The following event is awarded 3 CPD units in Financial Reporting.


Presenter

Willem Otto

Financial Manager at Renforcer Investments specialises in SME finance and helping newly qualified accountants transition into financial management through practical leadership and communication skills.


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Course Content

Zoom Registration


Welcome


Slides


Webinar


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Course Content

Zoom Registration
Welcome
Slides
Webinar