Is there a chart of accounts sample for a new financial investment firm that I am creating?

Hi bewilson,

Your chart of accounts are the backbone of your accounting. It's essential you're able to set up your accounts the best way possible for your financial investment firm. I'd be happy to steer you towards the right path so you continue being great at managing your new firm.

To get started, here's an informative article with more info on how to set up your chart of account. To find out more about setting up industry specific accounts, I'd recommend contacting an accounting professional for expert advice. You can search for an accounting professional on our website using this link here. You can also check out this website link here for more information on how to set up industry specific accounts.

I encourage you to go through the articles and if you have questions, don't hesitate to reach back to me. I've got your back.