Challenge
Where things stood
Years of ad-hoc categories meant revenue and COGS never lined up across locations, so every CPA request meant a mini cleanup.
Managers could not trust department P&Ls enough to make staffing decisions.
Case study · Bookkeeping
Clean up your chart of accounts before tax season
Messy categories were slowing tax prep. A focused chart cleanup made reporting usable again for ops and the CPA.
Approach
How we worked
We mapped a lean chart for retail multi-unit ops, retired orphan accounts, and backfilled the current year with clear mapping rules.
Close checklists and bank rules were rewritten so the new structure stayed clean after go-live.
Outcome
Where they landed
Tax season started from reconciled books instead of forensic reconstruction.
Location managers now review the same package Accru uses for advisory, fewer surprises, faster decisions.
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