Hours savedevery week on bookkeeping
Fastermonth-end close
Accuratesales tax records
About the client
A specialty coffee roaster, based in Seattle, Washington, operating in the ecommerce & d2c brands sector.
The problem
Bookkeepers re-entered Shopify and Amazon sales, fees and refunds every week.
What we did
- Daily sales summaries posted to QuickBooks Online
- Processor fees and payouts recorded separately
- Sales tax mapped by state
- Error log for failed postings
Outcome
- Hours saved every week on bookkeeping
- Faster month-end close
- Accurate sales tax records
Services involved
Accounting Software Integration · ERP Software
Client identity withheld. This anonymised case study is an illustrative example of our approach; figures are indicative and results vary by business, market and budget.
