Retail Chain Accounting Support for Multi-Location CPA Firm

Industry

CPA Firm (Retail Chains & Franchises)

Services Provided

Location-Level Bookkeeping, POS Reconciliation, Cash Flow Monitoring

Location

Phoenix, Arizona

Engagement Duration

Since November 2023

The Challenge

A CPA firm serving retail chains and franchises needed to:

  • Unify Disconnected Bookkeeping: Clients used 5+ POS systems and had no central tracking.
  • Track Store-Level Profits: Without segmented reports, advising clients was tough.
  • Monitor Daily Cash Flow: Clients struggled with bank-to-POS reconciliation.

Our Solution

We delivered a POS-integrated retail accounting system:

Store-Level Bookkeeping

  • Automated data sync from Clover, Square, Lightspeed, and Shopify.
  • Created dashboards comparing sales, refunds, and COGS per location.

Real-Time Financial Oversight

  • Built weekly cash flow forecasts based on seasonality and trends.
  • Managed all AR/AP and payroll integration across locations.

The Results

After just six months of working with us, the business experienced tangible improvements:

Metric Before After
Financial Visibility Aggregated Only Per Location
Reconciliation Issues Recurring 99.5% POS Accuracy
CPA Time Spent 20+ Hours/Week Less than 3 Hours Review-Only

Key Takeaways

  • Retail-focused CPA firms need POS-integrated accounting.
  • Location-based P&Ls help businesses make better expansion decisions.
  • Outsourced bookkeeping frees up CPA bandwidth during growth.

Client Testimonial

We now deliver CFO-level insights to retail owners with zero back-office stress.

Franchise Services Manager, CPA Firm

Phoenix

Outsourced Accounting for Retail & Franchise Clients

POS synced. Locations tracked. Growth supported.

Schedule a Free Consultation Today

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