What clients ask us to look into
Monthly books are where we start. Once we know a business, owners bring us the bigger questions behind the numbers. Some real examples from our client work:
We matched supplier invoices to each product and built a simple cost sheet, so the owner could see true margin per item and which supplier was cheapest for the same stock.
We checked every commission against the orders behind it and found commissions credited to the wrong affiliates and paid on orders that should not have qualified, with a clear list for the client to correct.
Coupon and discount totals in the store didn't match the accounts. We traced where the figures were changing between the store and the accounting software and corrected the records.
Stripe, PayPal, Shopify, eBay, Cash App, Zelle and more, paying into three banks. We now tie every payout back to the sales behind it, every month.
We reconcile inventory purchases and stock movements to sales, so cost of goods sold is right and the profit figure can be trusted.
We help you get payroll and sales tax set up with the right provider, then keep the books in line with them each month.
Client names are never shared. These checks can be added to your monthly plan or done as a one-off project.