Chart of Accounts Template - Bookkeeping Business

Chart of Accounts Template for a Bookkeeping Business compatible for import into QuickBooks Online (QBO), Xero, and Wave.

Who it's for: New business owners setting up their books, bookkeepers onboarding clients in specialized industries, or anyone whose generic COA doesn't fit their business

Each account includes number, name, type, sub-type, normal balance, and notes. .

Specifically for a bookkeeping business:

• Revenue is split by service type
• COGS reflects your delivery model
• Technology is broken out in detail — practice management software, tax software, document management, CRM/proposal tools, and security tools, etc.
• E&O insurance has its own line
• Owner compensation — there's a dedicated line for S-corp reasonable salary separate from draws, since that's a common structure for bookkeeping firms.