
The Company is a mid-sized bookkeeping & financial analysis firm based in Portland, Oregon. They manage projects and offer advisory services to enhance operational efficiency for businesses, especially law firms and restaurants.
Managing large quantities of materials and inventory required strict administration. Poor tagging caused discrepancies in closing balances and COGS.
Sales across platforms like Shopify, Amazon, Etsy, and Wholesale needed accurate invoice classification. Reporting demanded accuracy for profitability and insight into operations.
Standardized inventory recording processes and re-categorized product listings.
Segregated inventory types and tagged them correctly for accurate financial reports.
Booked sales by channel, enabling turnover and profitability analysis.
Properly categorized channel-wise expenses into COGS and COS.
Used data analysis and financial modeling for clear business insights and quicker decision-making.
Improved visibility into financials and operations, enabling prompt and informed business decisions.
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