Chart of Accounts Rebuild Kit — $27

Tripwire · $27

Chart of Accounts Rebuild Kit

A service-business chart of accounts you can actually read a P&L from — 78 numbered accounts, a mapping worksheet to move your old accounts across, and a five-phase migration checklist. XLSX + PDF.

One-time purchase
$27

Get the Rebuild Kit →

Secure checkout by Stripe. Instant access after payment. See our refund policy.

Why your P&L doesn’t answer questions

Most charts of accounts grow by accident: an account added every time someone wasn’t sure where a transaction went. Two hundred lines later, gross margin is invisible, overhead is a blur, and every month the owner asks “so did we make money on that?” and nobody can say. The fix is not more accounts. It is a shorter, deliberately structured chart with a numbering scheme, clear definitions, and a controlled migration so history isn’t lost.

What’s inside

  • Template chart of accounts (XLSX) — 78 accounts for a service business, numbered 1000–9000, with statement, type, definition and notes for every line
  • Mapping worksheet — paste your current accounts, choose Keep / Merge / Retire, pick the new account from a drop-down; automatic checks for unmapped rows and balance totals
  • Migration checklist — five phases (before you start, build, map, cut over, after) with a progress counter
  • Definitions register and numbering scheme — so the next person who adds an account follows the rules
  • Rebuild guide (PDF, 13 pages) — design principles, the numbering scheme explained, common mistakes, and the step-by-step migration

How it works

1. Download
Instant access to the XLSX and PDF after checkout.
2. Map
Export your current chart, paste it into the mapping worksheet, decide what each account becomes.
3. Migrate
Follow the five-phase checklist to cut over at a month end without losing history.
4. Read
Your next P&L shows revenue by service line, gross margin, and overhead by category.

Who it’s for

  • Service-business owners (agencies, consultancies, trades, professional services, clinics) whose P&L has grown to 100+ lines
  • Bookkeepers inheriting a messy file and needing a defensible structure to propose
  • Anyone about to switch accounting systems — the cleanest moment to rebuild

Questions

Which software?
System-agnostic. The numbering and structure work in QuickBooks Online, Xero, FreshBooks, Wave and most others; the migration steps note where each system differs.
Will I lose history?
No — the guide covers mapping old accounts to new so comparatives remain meaningful, and when to run parallel for a month.
Is this a course?
No. It is a working template plus a guide you can complete in an afternoon.
One-time purchase
$27

Get the Rebuild Kit →

Secure checkout by Stripe. Instant access after payment. See our refund policy.

Once the chart is rebuilt, the Month-End Close System ($37) keeps it clean every month, and the Financial Model Starter Kit ($87) turns it into a forecast.

Towerflow CFO deliverables are general financial-management education and templates, not accounting, tax or legal advice. Work with a qualified accountant for your specific situation.

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