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The manual's first prerequisite is a clean chart of accounts. Without it, the five views are noise. This is the small structured engagement that fixes the layout once, so revenue lines, cost lines, and overhead match how you actually run the business. Sized for owner-operated businesses under $50M in revenue.
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What it is
The Chart-of-Accounts Reset is a short, structured engagement to rebuild the chart your books run on, so it maps to how the business actually makes and spends money. Revenue split the way you sell. Cost of goods that ties to the revenue it produced. Overhead that does not hide a variable cost inside a fixed line.
It is the prerequisite the manual names first, done with you, once, properly.
Most charts of accounts were set up by whoever opened the accounting file, copied from a default template, and never touched since. They produce books that file correctly and read terribly. Margin by product is impossible because the revenue is in one bucket. The cost step you need to catch is buried in a catch-all line called other.
You can run the five-view read on a bad chart, but you will fight the layout every month. Fix the chart once and the views populate the way they are supposed to.
What happens
01 · Read the business
Before touching the chart, we map your real revenue lines, your true cost of goods, and the overhead that should stand on its own. The chart follows the business model, not the other way around.
02 · Rebuild the chart
Revenue split by the cut you sell on. COGS that ties to its revenue so margin is readable. Overhead grouped so a creeping cost shows instead of hiding. Built so the monthly read takes an hour, not a fight.
03 · Hand it to the accountant
The new chart goes to your accountant with the mapping notes, so next month's close lands in the right structure. You leave with a chart that reads, not a project that stalls.
Who it is for
If you tried the monthly read and gave up because the numbers would not split the way you needed, the chart is usually why. This is for owner-operated businesses under $50M in revenue, where the chart was never designed for the way the company grew into what it is now.
It is not for a business that already has a clean, model-matched chart. If your margin-by-product view already works, you do not need this. Run the manual and skip the reset.
Use it now
This is a hands-on engagement, not a download, so it is capacity-bound rather than calendar-bound. The method is fixed. What is limited is the number that can run at once without dropping the quality the reset depends on.
If your chart is the thing standing between you and a monthly read that works, apply. Advisory clients get the reset inside the engagement, and the standalone version opens to that list first as capacity allows.
What this is not
A good chart is the prerequisite, not the payoff. Once it is clean, the monthly read is on you, and the decisions the read surfaces belong to a person in the situation. The reset clears the floor so the work can start. The manual names where it goes next, and the advisory is where the hard calls get crossed.
Back to the manual →Use this with
Monthly read
Use the rebuilt layout to read profit, cash, margin, aging, and concentration.
Pattern examples
Check how clean numbers turn into a business decision instead of a report.
Manual
See why the chart reset is only the floor, not the monthly read.
When the work is live
Application-gated. Personal reply within 48 hours. The reset is hands-on and capacity-bound; advisory clients get it first.
Apply for advisoryTier 01 Outside Read: Monthly $2,500/mo · Tier 02 from $4,500/mo · All three tiers