Mastering Your Chart of Accounts:
Why the “Standard” Approach is Costing You

May 22nd, 2025 | 11am PT/2pm ET

Learn how to structure your COA for maximum profitability & financial clarity.

RESERVE WEBINAR SEAT

RESERVE YOUR SEAT FOR THE SESSION HERE

Did you know that using a standard Chart of Accounts (COA) template without customization can create reporting challenges and limit financial visibility? Many businesses, including MSPs, adopt pre-built templates—like the SLI COA—only to find they don’t fully align with their unique revenue streams, expenses, or operational needs.

You’ll gain valuable insights into:

✔️ Structuring a flexible Chart of Accounts
✔️ Customizing standard COA templates
✔️ Aligning financial data with business goals

COA Optimization Roadmap

Attendees will receive a roadmap outlining best practices and actionable steps to align their Chart of Accounts with their business structure. This deliverable builds on the suggested COA document, helping you refine classifications, improve financial reporting, and ensure scalability. (Valued at $1,500)

COA Review & Consultation

Participants will receive a free 1:1 review of their current Chart of Accounts with an expert, uncovering gaps, inefficiencies, and areas for customization. You'll walk away with tailored recommendations to optimize financial tracking and reporting. (Valued at $2,500)

GUEST SPEAKERSMeet The Experts From MSP+

With years of experience optimizing financial and operational structures for MSPs, Craig will dive into why a properly structured Chart of Accounts is critical for financial clarity, profitability, and scalability.

Craig Beck - Chief Services Officer at MSP+

A specialist in financial operations, Amanda will walk through best practices for COA customization, common pitfalls to avoid, and how to ensure your accounting framework supports your business goals.

Amanda Johnson - Director of Accounting Services at MSP+

Adam will be leading the discussion, ensuring a smooth and insightful session focused on Chart of Accounts best practices. With his deep understanding of financial structures and IT/MSP operations, he’ll guide the conversation to uncover practical strategies for optimizing your COA, improving financial clarity, and aligning your accounting framework with your business goals.

Adam Bielanski - Chief Ecosystem & Community OfficerMSP+