
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.
High volume of materials and products required careful inventory management. Inadequate product tagging and mapping resulted in incorrect closing balances and COGS.
Selling via Shopify, Amazon, Etsy, and wholesale required accurate invoice classification. Proper reporting was necessary for true financial reflection and profitability.
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.
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.
“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
12 Essential Steps Every CPA
October 29 2024
The Hidden Complexity of Tax
October 06 2024
The Guide to Bookkeeping for
November 21 2023
Why Should CPA Firms Outsource
September 25 2023
The Benefits of Working with
February 01 2023