Accountfully has been an integral accounting partner to hundreds of CPG brands for over a decade. Our modern solutions offer flexibility and scalability in each of our service levels. Each is designed to match a need at every step; ranging from basic bookkeeping and tax to more advanced advisory and inventory management services.

Serving the Unique Needs of the Inventory Based Business

Managing inventory is a complex process that requires efficient, timely, and proactive accounting methods to support its unique business model. We provide the data that allows you to make big decisions and focus on running your business. Our in-house inventory accounting team are dedicated experts in their craft. They work with clients to map out the best plan that maximizes their inventory and supports their business goals.

Modern Solutions for Modern Brands

Our modern systems support modern brands. What inspires us about CPG brands is the category-disrupting ideas and the conscious causes they support. These business leaders don’t have time for bulky paperwork and processes, they are forward-thinkers who use modern technology. Since the beginning, Accountfully has utilized cloud-based systems that sync nicely with other popular apps and software. Run your business from anywhere and get set up quickly. We match our clients' demand for these essential efficiencies.

Some of our hallmark systems used include:

Quickbooks Online
Gusto for payroll and employee management
BILL for Accounts Payable and Receivable
Fathom for KPI tracking
DEAR/Cin7 for inventory management
Expensify, Divvy, and Ramp for expense management

These all integrate nicely with popular CPG-specific applications like Shopify, Faire, Amazon, Mable, and KeHE Connect, to name a few.

Inventory Management Systems Implementation and Management

Know the costs of each step of your product; from raw materials to finished goods, minus the bulky spreadsheet. When it’s time to implement an inventory management system our team can help. We specialize in popular systems like DEAR/Cin7 and leverage our proprietary “Inventory Workbook”, which maps out the supply chain and all points in the cost of goods sold. This pivotal document acts as the foundation for inputting all necessary details into a system when the time comes.

Services Offered

Accountfully offers a variety of engagements based on your business needs, including:

Bookkeeping and Controller Level Services
Introductory Outsourced Accounting
Full-Service Outsourced Accounting
Inventory Management Services
Finance and Advisory
Tax Services
Deductions Management

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