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:
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.
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