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.

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