Project Goal / Objective
Simplify and standardize how businesses manage their financial transactions. Provide a clear guide + free downloadable template that helps companies organize, track, and analyze financial performance.
Background / Context
As businesses grow, managing financial data becomes complex. A Chart of Accounts (COA) is a fundamental tool that provides structure by categorizing transactions into assets, liabilities, equity, income, and expenses. Many businesses lack a clear format or numbering system, making financial reporting messy and inconsistent.
Target Audience
Small to mid-size businesses looking for scalable accounting practices
Finance teams or founders who want cleaner reporting
Accountants setting up systems for new clients
Key Message / Proposition
“A well-structured Chart of Accounts saves time, improves reporting accuracy, and makes better financial decisions possible.”
Deliverables
Guide content: definition, importance, format, numbering systems, examples
Examples section: categorized lists of common accounts (assets, liabilities, equity, income, expenses)
Template: downloadable Excel/Google Sheets COA with placeholders
Tone / Voice
Clear, professional, instructional. Avoid jargon; explain in plain English with practical examples. Should feel like a finance pro guiding you step by step.
Must-Haves
Explanation of what a COA is and why it matters
Step-by-step “How to Create a COA” instructions
Sample categories and account examples
Free downloadable COA template
Consistent naming + numbering conventions
Constraints
Keep to one downloadable template (customization left to user)
Educational, not a replacement for professional accounting advice
Timeline / Next Steps
Write and finalize structured guide content
Design template for Excel/Sheets (with categories, numbering, placeholders)
Publish landing page with download gate (email capture optional)
KPIs / Success Criteria
Template downloads
Time on page / content engagement
Positive feedback from finance/accounting users
