Konnect Books
US Working Time:9am - 6pm
ES Working Time:10am - 7pm
Contact:contact@konnectbooks.com
Fair Pattern

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.

Challenge

Managing large quantities of materials and inventory required strict administration. Poor tagging caused discrepancies in closing balances and COGS.

Huge Transactions

Sales across platforms like Shopify, Amazon, Etsy, and Wholesale needed accurate invoice classification. Reporting demanded accuracy for profitability and insight into operations.

Solution

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.

Results

Improved visibility into financials and operations, enabling prompt and informed business decisions.

How can we help you?

Contact us to know more about our services.

Testimonials

“We were amazed by how little effort was required on our part to have Consulting WP prepare these materials...”

Amanda Seyfried

Founder & CEO, Arcade Systems

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