Inventory clarity and sales tax workflow support.
POS reconciliation, FIFO/LIFO valuation, COGS support, and multi jurisdiction sales tax workflows coordinated with the right systems and advisors. Built for retail, ecommerce, and multi location operators.
Everything inventory & sales tax should cover. Nothing it shouldn't.
POS reconciliation
Daily sales reconciled across Toast, Square, Shopify, Clover, Lightspeed, and more. Comps, voids, discounts, and tips broken out correctly.
Inventory valuation
FIFO, LIFO, or weighted average. Applied consistently every period. COGS calculated the way your tax preparer needs to see it.
Multi jurisdiction sales tax support
We help monitor potential economic nexus, coordinate sales tax calculations, and keep filing and remittance workflows visible on the right schedules.
Marketplace facilitator handling
Amazon, Etsy, eBay, and Shopify Marketplace handled correctly under marketplace facilitator rules, without double paying.
Shrink and waste tracking
Inventory adjustments, write offs, and shrink categorized so your COGS isn't lying to you.
Cycle counts and physical counts
We coordinate cycle count cadence and reconcile physical counts to the books. Discrepancies surfaced and resolved before they compound.
Four steps from onboarding to ongoing.
Set up the COGS workflow
We build the right COGS account structure for your business, per SKU, per category, per location, depending on what you actually need to see.
Connect inventory + POS systems
Lightspeed, Shopify, Square for Retail, Cin7, and others integrated with QuickBooks. Daily syncs verified.
Identify likely sales tax obligations
We help you understand where potential nexus may exist and coordinate registration or advisor review where needed. Avalara, TaxJar, or direct filing workflows, we work with what fits.
Keep each period on track
Monthly or quarterly filing workflows tracked. Payment remittance scheduled. Audit trail kept. Deadlines stop living in someone's inbox.
COGS that tells the truth. Sales tax workflows that stay visible.
Retail, ecommerce, and multi location operators need inventory and tax workflows handled with discipline. We bring the discipline so you can focus on the floor and the customer.
Daily sales reconciled across every channel
Toast, Square, Shopify, Clover, Lightspeed, Amazon, Etsy. Daily sales, comps, voids, discounts, and tips flow into your books with the right account splits. Multi location operators see consolidated and per location views every month.
COGS calculated the way your tax preparer needs
FIFO, LIFO, or weighted average. Applied consistently every period. Inventory adjustments, write offs, and shrink categorized so your COGS isn't lying to you. Cycle counts coordinated. Physical counts reconciled to the books.
Economic nexus monitored. Filings coordinated.
We help monitor where economic nexus may exist and coordinate registration or filing workflows where needed. Marketplace facilitator rules are reviewed so Amazon, Etsy, or Shopify sales are not counted twice.
Payment processing rates, POS subscription fees, and inventory software costs add up. Our Savings Engine has reshopped all three for clients in your situation.
Savings opportunities vary by vendor spend, contract terms, and current pricing.
See how Profit Discovery worksBuild a cleaner monthly close.
Talk to our team for a 30 minute walkthrough. We'll show you what AI assisted bookkeeping would look like for your business and how we would scope the team behind it.