Monthly Ledger Management (Promo-Specialist)

Focus on sales while we handle the spreadsheets. We provide ongoing, month-over-month financial management tailored to the high-volume nature of the promotional industry.

What’s Included:

• Weekly Bank Reconciliation: Keeping your cash flow visibility crystal clear.

• Supplier Payable Tracking: Managing invoices from major industry suppliers to ensure you never miss a discount.

• Monthly Financial Statements: Detailed P&L and Balance Sheet reports delivered by the 10th of every month.

• Merchant Fee Optimization: Ensuring Shopify and Credit Card fees are accounted for accurately to protect your margins.