Practitioner-pitched pages for bookkeepers and CPAs — mapping a client's CoA, posting rules in accounting terms, close cycle, audit trail, exporting to QuickBooks.
Accounting for accountants
For practitioners onboarding a new client to FastYoke, or running an existing client's books from inside Yoke Ledger.
- Map an existing Chart of Accounts — replace/merge/augment migration shapes; the deactivate-not-delete rule.
- Posting Rules explained — what they are in accounting terms; audit story; reversal mechanic.
- Close cycle — month / quarter / year close on Yoke Ledger.
- Audit trail — the four immutability guarantees; sealed-PDF GL export; auditor handoff.
- Export to QuickBooks — two-pass migration shape; generalizes to Xero, Sage, Wave.
For the business-owner-pitched version, see for business owners.