Chart of Accounts Cleanup Audit: Duplicates, Misuse and Opening Balances
Find accounts that are duplicated, misused or unclear.
The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.
[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.
Audit my chart of accounts. The list of accounts with type, balance, and number of transactions: [ACCOUNT_LIST]. Known issues (uncategorised expense, personal items in business accounts): [KNOWN_ISSUES]. My reporting needs: [REPORTING_NEEDS]. Check for duplicate or overlapping accounts, accounts with zero activity, miscellaneous or ask-my-accountant accounts with large balances, clearing accounts that do not clear to zero, expense accounts used for assets or loans, owner equity transactions mixed with expenses, and inconsistent naming. Make a table with Account, Issue, Balance or activity, Recommended action (keep, rename, merge, make inactive), and Question for my accountant. Show the arithmetic for total balances in suspicious accounts. Propose a simple standard chart of accounts for my business type and a naming convention. Do not merge or delete accounts without an accountant's input; mark accounting treatments [VERIFY]. Add a worked suspicious-balance table: 'Ask My Accountant' 4,820, 'Misc Expenses' 2,140, 'Uncategorised Income' 1,260, 'Clearing' 310, total 8,530 of 61,000 in expenses, and a list of questions for the accountant about each rather than guessing the correct treatment.
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