
The Company is a mid-sized bookkeeping & financial analysis firm based in Portland, Oregon. They focus on project management, bookkeeping, and advisory services to streamline business systems, especially for law firms and restaurants.
The company managed large quantities of materials requiring careful inventory administration. Poor product tagging and mapping led to inaccurate closing balances and COGS.
Sales across Shopify, Amazon, Etsy, and wholesale platforms required proper invoice classification. Accurate financial reporting was essential to evaluate profitability amid diverse transactions and activities.
The team standardized inventory recording, properly categorized products, and ensured accurate financial reporting. Sales and COGS were separated channel-wise, enabling detailed profitability insights and faster decision-making via financial modeling.
Timely reflection of transactions enabled faster, smarter business decisions. Financials were accurately reported, supporting transparency and growth.
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