
The Company is a mid-sized bookkeeping & financial analysis firm based in Portland, Oregon. They manage projects and offer bookkeeping and advisory services to improve systems for law firms and restaurants.
Large material volumes demanded proper inventory administration. Inadequate product tagging led to inaccurate closing balances and COGS reporting.
E-commerce channels like Shopify, Amazon, Etsy, and Wholesale needed proper invoice classification and accurate booking of sales. Reporting accuracy was essential for reflecting profitability.
Standardized inventory processes and re-categorized all products. Tagged inventory correctly for accurate reporting. Booked sales channel-wise and separated COGS/COS per channel. Used financial modeling for profitability analysis and better decision-making.
Timely reflection of transactions and efficient financial decision-making. Reliable and accurate bookkeeping.
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