BASED ON REAL-WORLD FINANCE OPERATIONS
Free Chart of Accounts Template for Startups
A well-designed chart of accounts is the foundation of accurate financial reporting.
Graphite's Chart of Accounts Template for Excel and Google Sheets includes a recommended chart of accounts, standardized account numbering, and industry-specific examples for SaaS, ecommerce, and consumer products companies.
Just fill out the form at right and we'll email you a link to the download!
Your Download Includes
Chart of Accounts Template - A startup-friendly chart of accounts template with a recommended account structure, standardized numbering, editable account categories, and sample financial statements designed to support cleaner bookkeeping and more consistent financial reporting.
SaaS Chart of Accounts Example - Includes a recommended chart of accounts for SaaS companies, with example revenue, cost of revenue, operating expense, and balance sheet accounts commonly used by subscription businesses.
Ecommerce / CPG Chart of Accounts Example - Includes example chart of accounts structures for ecommerce and consumer products companies, covering revenue, inventory, cost of goods sold, merchant fees, fulfillment, operating expenses, and balance sheet accounts.
Every download includes - Editable Excel workbooks, Google Sheets compatibility, recommended chart of accounts structures, sample financial statements, and a P&L mapping worksheet that helps organize an existing chart of accounts into a cleaner reporting framework.
Built for Startups and
Growth-Stage Companies
These templates are intended for founders, CEOs, CFOs, finance leaders, controllers, and operators who want a cleaner accounting structure and more consistent financial reporting as their companies grow.
They can be used for:
- Setting up a new accounting system
- Standardizing an existing chart of accounts
- Cleaning up bookkeeping records
- Improving month-end reporting
- Preparing financial statements
- Supporting budgeting and forecasting
- Building a scalable accounting foundation
A well-designed chart of accounts creates cleaner financial reports, simplifies month-end close, and makes future growth easier to manage. These templates provide a practical starting point that can be customized to fit your business.
FAQs
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What is a chart of accounts?
A chart of accounts is the organizational structure behind your accounting system. It categorizes every transaction into standardized account groups so financial statements remain accurate, consistent, and easy to understand. A well-designed chart of accounts also makes reporting and future growth much easier.
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Why is a good chart of accounts important?
Your chart of accounts determines how every financial transaction is categorized. A thoughtful structure produces cleaner reporting, more reliable financial statements, and better visibility into business performance. It also reduces the work required during month-end close.
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Are these templates usable in Excel?
Yes. The templates are provided as fully editable Microsoft Excel workbooks that you can customize to fit your company's accounting structure.
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Are the templates usable in Google Sheets?
Yes. The workbooks can also be opened and edited in Google Sheets, making them easy to share and collaborate on with your team.
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What is included in the download?
The download includes editable chart of accounts templates, industry-specific account structures for SaaS and ecommerce/CPG companies, sample financial statements, and a P&L mapping worksheet that helps organize an existing chart of accounts into Graphite's recommended reporting structure.
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Can I customize the templates?
Absolutely. These templates are designed to serve as a starting point. You can add, remove, or rename accounts to match your company's accounting software, reporting needs, and operating model.
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Can Graphite help us build or improve our accounting system?
Yes. Graphite works with startups and growth-stage companies to build scalable accounting operations, improve financial reporting, and support ongoing finance and accounting needs. If you'd rather have experienced professionals help implement a chart of accounts tailored to your business, we're happy to help. Just reach out!
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