E-Commerce · DTC Supplement Brand — Austin, TX
Cleaned Up 14 Months of Books for a US E-Commerce Brand
The Challenge
A fast-growing DTC supplement brand was using a previous bookkeeper who had fallen behind by 14 months. Transactions were uncategorized, sales tax hadn't been filed, COGS was inflated, and the founder had no reliable financial picture heading into their Series A raise.
Our Approach
We deployed a 3-person cleanup team — senior bookkeeper, controller, and tax specialist — to triage 14 months of QuickBooks Online transactions, reconcile all bank and payment-processor accounts, rebuild the chart of accounts for US reporting, and file all back-due sales tax returns across 23 states.
The Result
In 8 weeks, the books were audit-ready, $87,000 in previously missed deductions was recovered (including R&D, COGS adjustments, and 2023 ERC), and 23 state sales tax returns were filed with no penalties. The Series A closed 3 months later — with the data room fully reconciled and reviewed by the investor's Big Four.
Facing a similar situation?
Our US bookkeeping specialists can triage and clean up your books — typically in under 8 weeks.
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