SMALL BUSINESS RESOURCESwebinarsUpcomingBookkeeping Masterclass – Managing your Chart of Accounts

Bookkeeping Masterclass – Managing your Chart of Accounts

Clayton Oates

Reckon Accredited Trainer Clayton Oates from QA Business

Thursday 3rd April | 11:00am – 11:45am AEDT l $99

You’re invited to join our Bookkeeping Masterclass – Managing your Chart of Accounts webinar, hosted by Reckon and presented by Reckon Accredited Trainer Clayton Oates from QA Business.

The Chart of Accounts is the foundational building blocks of being able to successfully manage and report on your business performance. In this webinar, you’ll gain valuable insights on how optimise the setup of the Chart of Accounts for your specific business needs.

During this Masterclass Webinar you will:

  •       Learn why the Chart of Accounts is such an important part of any accounting system
  •       Discover the various components of the Chart of Accounts
  •       Learn about the various software preferences that impact the Chart of Accounts
  •       Learn how to track activities for multiple business divisions in the one entity (e.g. rental properties or business locations) without replicating your chart of accounts.
  •       Find out about the relationship between payroll & sales items & the Chart of Accounts
  •       Discover if it’s best to align your Chart of Accounts with your Accountant
  •       Learn about the benefit of using Account Numbers
  •       Discover the benefits of using “Control & Sub Accounts” within your chart.
  •       Learn how to manage and reconcile credit cards and loan accounts
  •       Find out how to handle transfers between multiple accounts
  •       Discover how to add new accounts and remove old accounts from your chart
  •       Find out about the various reports that rely on the Chart of Accounts
  •       Discover how to organise your Chart of Accounts to easily track “add back” items when selling your business
  •       See practical examples of each of the above areas being demonstrated using the Reckon Accounts software solution
  •       Plus much more

 

Who should attend the Masterclass?

This session is designed for anyone who is managing the books for a business or needs to rely on the information reported on the Profit and Loss or Balance Sheet. This session is ideal for Small Business Owners, Operators, Accountants, Bookkeepers and Accounting Software Consultants.

Bonus offer: Register for the webinar and receive the QA – Bookkeeping End of Month Checklist (Valued at $49).

*If you are unable to make this date, that’s fine, simply register for the event above and a recording of the webinar will be sent to you to access on demand whenever suits you best.

Upcoming Webinars

  • Upcoming
Reckon One BAS Processing
Date: 10/04/2025 11:00AM AEST
Gain valuable strategies to master BAS processing within Reckon One. Learn how to confidently review, reconcile, and lodge your BAS with the ATO.
Reckon Accounts BAS Processing
Date: 10/04/2025 2:00PM AEST
Gain valuable strategies to master BAS processing within Reckon Accounts + Hosted. Learn how to confidently review, reconcile, and lodge your BAS with the ATO.