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

The Company is a mid-sized bookkeeping & financial analysis firm based in Portland, Oregon. They focus on managing projects, offering bookkeeping and advisory services to help business owners improve their systems. Their client base includes law firms and restaurants.

Challenge

High volume of materials and products required careful inventory management. Inadequate product tagging and mapping resulted in incorrect closing balances and COGS.

Huge Transactions

Selling via Shopify, Amazon, Etsy, and wholesale required accurate invoice classification. Proper reporting was necessary for true financial reflection and profitability.

Solution

Standardized inventory processes.

Products re-categorized for accurate financial handling.

Tagged inventory/non-inventory correctly to reflect in books.

Channel-wise invoice booking improved turnover analysis.

Channel-specific expense recognition enhanced profitability insights.

Data analysis & modeling supported smarter decision-making.

Results

Faster decision-making and accurate reflection of financial activities. Maintained true and fair bookkeeping practices.

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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