The Chart of Accounts: Your AE Firm’s Path to Financial Control

The chart of accounts is the bedrock of financial insight for your AE firm. In this course, Douglas Teiger, FAIA, demystifies some often-confusing, essential accounting terms and equips you with the power to wield them effectively. Discover the art of creating a customized chart of accounts, tailored to the unique needs of your AE firm, and dive deep into its organizational prowess, understanding how it can illuminate the flow of money within your practice. Join Douglas as he takes you beyond the numbers! Learn how your chart of accounts becomes the cornerstone of budgeting, empowering you to set ambitious goals and navigate the financial terrain of the upcoming quarters with precision.

Approximately 1 hour. Delivered via webinar or face-to-face presentation. Available sessions shown below.

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