The Challenge
A growing wellness box startup struggled with:
- Confusing cash flow due to prepaid monthly subscriptions
- Difficulty tracking churn and customer lifetime value
- Manual spreadsheets to monitor inventory and revenue
Our Solution
- Integrated Stripe and Recharge with QuickBooks
- Built automated recurring revenue dashboards (MRR, churn, LTV)
- Delivered inventory-adjusted COGS and forecasting reports
The Results
After just six months of working with us, the business experienced tangible improvements:
Key Takeaways
- Subscription businesses require specialized tracking for recurring revenue, churn, and customer LTV.
- Integrating platforms like Stripe and Recharge with bookkeeping systems improves financial visibility.
- Automating forecasting empowers better inventory and growth decisions.
Client Testimonial
Knowing exactly how much recurring revenue we have each month has transformed our growth planning.
Co-Founder & COO – Wellness Subscription Startup
Denver, CO
Ready to Scale Your Subscription Revenue with Clean Books?
See how we helped a wellness brand unlock predictable cash flow with automated reporting and forecasting.
Schedule a Free Consultation TodayConnect with Our Experts
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
