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Chart of Accounts

A guide to the best B2B podcast coverage of Chart of Accounts - the shows and 8 episodes that go deepest, ranked by substance, not downloads.

A well-structured chart of accounts is foundational to making smarter business decisions and maintaining financial control throughout the year. These episodes cover how to design an effective CoA that supports better decision-making, stay tax-ready year-round, and present financials that matter to funders and PE investors - moving beyond surface metrics like ARR to demonstrate real business health.

Best shows on Chart of Accounts

Best episodes on Chart of Accounts

  1. Ep. 198 - How to Make Your SaaS Company More Fundable

    SaaS Backwards · 2026-05-22

    94 / 100

    …And when we go in and we call it the re engineering of the accounting system because when we first engage with a client, they never have a chart of accounts that's correct.…

  2. SBTB Ep. 26 | Stop Guessing Your Profit: How to Job Cost Every Project Accurately

    Success Beyond The Brush · 2026-07-28

    83 / 100

    …So having a good chart of accounts, having a good methodology to get your data into the place where you can just easily harvest it [00:13:00] is important.…

  3. 100: The Future of Finance with OneStream Co-Founder Craig Colby

    OneStream CPM Customer Success · 2026-03-31

    77 / 100

    …A chart of accounts, cashflow, all these things.…

  4. 60 What Business Owners Should Know About Financial Management

    Empowering Healthy Business · 2026-06-16

    57 / 100

    …So, I mean, we could set up a chart of accounts that's really simple, has one revenue line, one expense line, with the difference being the profit on the third line and at the bottom.…

  5. Practical Guidance for Private Equity Investors in the First 100 Days Post-Acquisition

    Deal by Deal: A Private Equity Podcast · 2026-01-14

    54 / 100

    …And we typically have a list of projects when we're coming in the door that involve sometimes implementing new systems, integrating those, cleaning up or restructuring the chart of accounts so that we can get to reporting that is useful, especially for investors.…

  6. Why AI ARR Alone No Longer Lifts Your Software Valuation

    SaaS Metrics School · 2026-06-24

    52 / 100

    …Is this a standalone AI sku? So we've got to get very detailed in our sku, our product id, our chart of accounts as far as revenue tracking.…

  7. How to Design a Chart of Accounts That Supports Better Business Decisions

    Accounting Firm Growth Strategies · 2026-06-18

    51 / 100

    …And the topic for today is how to design a chart of accounts that supports better business decisions.…

  8. After Tax Season Checklist, How to Stay Organized and Tax Ready All Year

    The Book of Balance · 2026-04-04

    42 / 100

    …If categorization was confusing, clean up your chart of accounts now.…