How do you handle inventory across multiple locations?

We track inventory at the location level and reconcile periodically. If you use a dedicated inventory management system, we connect to that. If you track manually, we set up a system that works alongside your POS.

What about sales tax across multiple jurisdictions?

We track sales tax collected by location and reconcile against POS reporting. Your tax preparer handles the actual filings. We make sure they have clean, organized data to file from.

Can you handle our shrinkage and inventory adjustments?

Yes. We record inventory adjustments by location so you can see shrinkage patterns over time. If shrinkage spikes at a specific location, you'll see it in the reporting.

What if I'm opening a new location?

Adding a new location to your existing setup is straightforward. We onboard the new location's accounts, set up POS reconciliation, and have it included in your monthly reporting within 30 days. There's a small one-time fee for new location setup.

Retail

Accounting for retailers with more than one location to track.

Multi-location retail means more places where things can go wrong. Different POS systems, inventory across locations, seasonal swings, and a finance team trying to make sense of it all. We handle the accounting so you can run the stores.

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The retail accounting problem

Generalist accounting doesn't handle multi-location well.

Most accounting firms treat your retail business as one entity with one P&L. That's fine if you have one store. The moment you have two, three, or five, the consolidated view hides what's actually happening. Which location is your most profitable? Which one is bleeding cash on rent? Which one has shrinkage problems? Without location-level reporting, you're flying blind.

We set up your accounting so every transaction gets tagged by location. Your monthly reports show consolidated numbers plus a clean breakdown by store. You see exactly where the money is being made and lost.

What you get

Location P&Ls, POS reconciliation, seasonal cash flow.

Location-level profitability

Each location gets its own P&L. Revenue, cost of goods sold, labor, rent, and operating expenses tracked by store. You see which locations are pulling their weight and which need attention.

POS reconciliation that doesn't break

We reconcile your POS data against your bank deposits and payment processor settlements. Discrepancies get flagged immediately, not three months later when they're impossible to track down.

Seasonal cash flow planning

Retail is seasonal. You stock up before the holiday rush and ride out the slow months that follow. Our cash flow reporting accounts for the seasonality so you know exactly when cash is tight and when you can invest.

Built for these retail business types

Whatever your retail looks like, we've seen it.

Multi-location brick and mortar

Two to fifteen physical locations. Specialty retail, food and beverage, lifestyle brands. Each location gets its own P&L. Consolidated reporting at the corporate level. Compare performance side by side.

Omnichannel: physical plus online

Your stores sell in person and your website sells online. We unify the reporting so you see total customer value across channels and which channel is actually driving growth.

Franchise or licensed locations

Royalty calculations, location-level tracking, and consolidated reporting at the corporate level. We handle the structural complexity that franchise accounting requires.

Pop-up and seasonal operators

Holiday pop-ups, summer markets, event-based retail. Short-duration locations get tracked separately so you know which formats actually make money and which just look busy.

Pricing

Three tiers. Built around what your retail business actually needs.

Essentials at $349 covers automated accounting with location tagging. Growth at $749 adds location-level reporting and POS reconciliation dashboards. Scale at $1,295 adds quarterly strategic advisory for big decisions like opening new locations, closing underperformers, or restructuring. All plans include a one-time $1,500 setup and cleanup.

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Common questions

Questions about retail accounting.

Square, Shopify POS, Toast, Clover, Lightspeed, and most major platforms. If you use something less common, ask during the consultation. We typically find a way.