A CPA-built account structure for small businesses. Free, QuickBooks-ready, and field-tested on 3,000+ small business owners.
Drop your email and the chart of accounts lands in your inbox. It’s that easy!
You’ll receive the template instantly.
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Built by Thompson Flaherty — refined over 3,000+ small business engagements.
Assets, Liabilities, Equity, Revenue, and Expenses — pre-numbered using the 1000/2000/3000/4000/5000 convention every bookkeeper recognizes.
Optional sub-sections for service businesses, retail/inventory, professional services, and contractors. Snap them in or leave them out.
Drop the .QBO or .IIF file straight into QuickBooks. We’ve also included Xero and Wave-compatible CSVs.
Accounts are pre-mapped to Schedule C / 1120 lines, so year-end becomes a copy/paste job instead of a re-categorization marathon.
A 12-page PDF that walks a non-accountant through every account: what it’s for, what goes there, and a real-world example.
The same one our team uses on client books. Print it, tape it to your monitor, never miss a tie-out again.
Short, honest answers. If you’re still not sure — reply to the download email and a real person will help.
A pre-numbered, five-section structure (Assets, Liabilities, Equity, Revenue, Expenses) tuned for small service and product businesses. Comes as a .QBO/.IIF import file plus a clean Excel and PDF reference.
Yes. The template is designed to work smoothly with QuickBooks Online and can be used as a starting point for setting up your chart of accounts. Depending on your existing setup, a few manual adjustments may still be needed to match your business structure.
Absolutely. The template is built with flexibility in mind, so you can easily rename, add, or remove accounts based on your industry and reporting needs. Whether you run a service business, eCommerce store, or professional practice, the structure can be tailored to fit your operations.
Not at all. The template is organized in a simple and easy-to-follow format to help business owners get started quickly. Even if you’re not familiar with accounting terminology, the categories are designed to make setup and bookkeeping more manageable.
Yes — it’s completely free to download and use. Thompson Flaherty created this resource to help business owners build a cleaner financial foundation and better understand their numbers. If you ever need additional bookkeeping or advisory support, our team is here to help, but there’s no obligation.
