Customizing Your Chart of Accounts

A chart of accounts is defined as a list of accountswant to set up an income account for each of the
used to categorize the financial transactions of aprofit areas you would like to track - Custom Homes,
business. But if set up with thought it can be one ofRemolding, and Rehab. You would also set up sub
your most useful tools in analyzing your business. Aaccounts for each of the Cost of Goods Sold
chart of accounts usually consists of five areas -accounts tying each sub account into a profit area. If
Assets, Liabilities, Equity, Income and Expenses. Someyou had an account called Materials (or Labor, or
companies segregate their transactions into theSubcontractors) you would set up a sub account
additional segments of Cost of Goods Sold,under Materials for Custom Homes, Remolding, Rehab,
Advertising Costs, General and Administrativeand Warranty Costs. While you don't need an income
Expenses, Other Expenses, Other Income, and Taxes.account for Warranty you will want to track the
But by designing your chart of accounts with theexpenses you incur. In fact you might want to set up a
financial analysis of your company in mind, you will beWarranty sub account for each profit area under
able to see just where your profits are coming fromeach Cost of Goods Sold account, thereby allowing
and where your expenses need to be examined.you to see where your warranty costs are adding up.
By setting up income accounts for each departmentFor each account in your Cost of Goods Sold section
or segment of your business you will get a view ofrepeat this process of setting up sub accounts for
which areas are working for you. And by breaking outeach business segment.
your expenses, both direct and indirect, within theseIf you wished to get a more concise view of each of
income areas, you will also see which areas are mostthe segments of your business, then you could assign
profitable. For example, if you are in the business ofa percentage of General and Administrative Expenses
general contracting, you might build custom homes, doto each of profit centers.
remolding, rehab older buildings and incur warrantyWith these facts available you can make good
costs. Wouldn't it help you if you knew how muchdecisions as to what areas it makes sense to extend
income was coming in from each of the services yougrowth, or perhaps to cease operations. And while I
provide? And how much profit each of the areas washave used the construction industry as an example,
bringing into the company? If you are lumping warrantythis works in every type of industry. And your chart of
costs into general expenses then how do you knowaccounts can be expanded or compressed as your
how much it is costing you? In this example, you wouldbusiness needs arise.