Client
Multi-channel small business
The challenge
Sales came through in-person events, online marketplaces, and a Shopify store, but the books were reconciled manually. Month-end took days, inventory was never accurate, and the owner could not tell which channels were actually profitable.
What we did
- Rebuilt the chart of accounts and inventory setup around how the business actually operates
- Connected Square, Shopify, Etsy, and eBay into a single reconciled workflow
- Built a consignment workflow that tracks seller splits and payouts automatically
- Set up monthly reconciliation and channel-level P&L reporting
The outcome
Month-end closing dropped from four days to under one day. Inventory accuracy improved dramatically, and the owner now sees profit margins by channel every week.