Retail Owner Gets Financial Clarity

Business Type: Retailer

Location: Tampa, FL

Services: Consultations, QuickBooks Setup, Financial Systems, Inventory Tracking

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"This client came to me with a strong foundation in accounting, they just needed support implementing right systems to confidently manage QuickBooks across their two retail locations. We worked to separate the two locations systems, as it was their goal to sell one of the locations. We successfully streamlined the systems and processes for a seamless experience, setting them up for long-term independence and bookkeeping accuracy."

Cristina Kober

From Store Owner to Confident Bookkeeper

This business owner had experience with accounting but needed expert help to get their QuickBooks set up correctly and stay compliant while preparing to sell one of their retail locations.

Line art of a professional woman reviewing notes on a clipboard, symbolizing financial planning and management in Tampa Bay.

After purchasing a two-location retail business, the client needed accurate, organized books to support their goal of selling one store within 24 months. While they had accounting experience, they struggled with getting complex sales and inventory data into QuickBooks and needed support setting up reliable systems for day-to-day bookkeeping. They also needed guidance on how to properly separate and track each location’s financials, including payroll and sales activity.

How We Helped

Over the course of 12 months, we worked together to set up the right QuickBooks structure, streamline financial workflows, and empower the client to manage their books confidently on their own.

  • QuickBooks Setup for Multi-Location Retail

    We chose the right QuickBooks subscription tier to support multiple locations and configured their chart of accounts accordingly, giving them a clear way to separate and track each store’s finances.

  • Streamlined Payroll & Sales Systems

    We built custom workflows to make payroll recording and monthly sales tracking easier, reducing manual work and minimizing missed deductions.

  • Inventory & Cash Value Tracking

    We helped the client establish an inventory cash value system and taught them how to sync QuickBooks with reports from their inventory software, ensuring accurate, up-to-date financials.

Ready to Get Started?

Let’s set up systems that actually work for your business—I’d love to help.