I do the bookkeeping for an agent also. What I did was set up her chart of accounts and then asked her to take it (or send it) to her CPA to look it over. I did a good job at choosing the accounts and he only had me remove a couple of accounts and change a couple. This may be an option for you. If you need to make changes in the future, it's pretty simple, but can be time consuming. And of course it depends on how in depth they want the accounts. My client has many subaccounts because that is how she likes to do it, but the accountant only needed the main accounts.

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