
The Company is a mid-sized bookkeeping & financial analysis firm based in Portland, Oregon. They focus on project management, bookkeeping, and advisory services for law firms and restaurants to help streamline their business systems.
High product volume required complex inventory management. Lack of proper tagging and mapping caused inaccuracies in closing balances and COGS.
Selling on platforms like Shopify, Amazon, Etsy, and wholesale demanded accurate invoice classification and bookkeeping. Proper reporting was necessary to reflect profitability and financial health accurately.
Standardized accounting practices and inventory categorization.
Products re-classified for accurate tracking and reporting.
Inventory tagged properly and reflected accurately in financial records.
Sales booked by channel and reporting enabled per source.
Channel-specific cost allocations to calculate profit accurately.
Data analysis & financial modeling supported strategic decisions.
Faster visibility of transactions and smarter decision-making. Accurate, real-time bookkeeping and financial reporting.
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