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:

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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.

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