EA Delivers 5.2x ROI and Cuts Payroll Costs by 60% for a $12M U.S. CPG Brand

The Challenge: Delayed Financials, Limited Visibility, and Growing Risk

The client had no clarity. QuickBooks was their only accounting system, but bookkeeping had only been completed through December of the prior fiscal year.

The company hadn’t recorded any formal accounting for the current year, creating an 11-month backlog of unrecorded transactions.

At the same time, inventory complexity increased. The company needed better insight into quantities, locations, and lot-level traceability. But QuickBooks’ native inventory functionality was insufficient for a growing CPG business operating at a national level.

As a result, leadership lacked timely and reliable financial information, making it difficult to manage cash flow, inventory planning, and profitability.

Key pain points included:

• • An 11-month accounting backlog with no up-to-date financial statements
  • No timely monthly Profit & Loss or Balance Sheet reporting
  • Limited inventory visibility and no perpetual inventory process
  • Inability to track inventory by lot code or location
  • Poor linkage between inventory, freight costs, and cost of goods sold
  • Limited insight into accounts receivable, accounts payable, and cash flow trends
  • Increased risk around tax planning and compliance

With a lean internal team of approximately 15 employees, it was clear the company needed an experienced accounting partner that could both catch up on historical accounting and implement scalable, best-practice financial processes.

The Goal: Accurate Financials, Inventory Control, and Scalable Processes

The company wasn’t simply looking for a bookkeeper to enter transactions. They needed an accounting partner who could:

• • Rapidly bring 11 months of accounting up to date
  • Implement best-in-class CPG bookkeeping practices
  • Improve inventory accuracy and visibility beyond QuickBooks’ limitations
  • Enable timely month-end closes and reliable reporting
  • Support cash flow forecasting, inventory planning, and tax readiness
  • Deliver high-quality accounting expertise cost-effectively

The goal was simple. Turn accounting from a slow, reactive task into a system that gives leadership reliable and timely financial information.

The Solution: CPG-Focused Accounting Powered by Offshore Expertise

Expertise Accelerated stepped in with a complete accounting and bookkeeping solution, built on 20+ years of CPG experience and designed around how consumer products businesses actually operate

Accounting Catch-Up & Financial Cleanup

EA began by gaining access to the client’s QuickBooks file, which was last updated in December of the prior year. The team systematically:

• • Booked all transactions beginning January 1
  • Recorded sales activity, inventory purchases, and cost of goods sold
  • Brought accounts receivable and accounts payable fully up to date
  • Reconciled balances to ensure accuracy

Once the backlog was cleared, EA produced accurate month-end Profit & Loss statements and Balance Sheets, giving management its first clear financial picture in nearly a year.

Results: Timely Financials & Inventory Control

EA redesigned the client’s inventory and accounting operations to support a growing national CPG business.

Recognizing that QuickBooks alone could not meet inventory requirements, EA implemented a third-party inventory sub-ledger fully integrated with the accounting workflow.

Opening inventory balances were reconciled to physical counts, and a perpetual inventory system was established so purchases and cost of goods sold were recorded in real time.

The client gained clear visibility into inventory quantities, lot codes, and warehouse locations, improving inventory planning and sales analysis.

To deliver both expertise and efficiency, EA staffed the engagement with experienced offshore CPG accounting professionals. This provided deep industry knowledge, strong internal controls, and consistent oversight while reducing accounting and bookkeeping costs by approximately 60%.

Through structured onboarding, EA cleared the accounting backlog, implemented inventory systems, standardized payroll and recurring entries, and established reliable month-end close processes.

Within months, the company achieved timely closings, accurate reporting, improved cash flow visibility, proactive tax planning, and renewed confidence in its financial data.

EA cleared the accounting backlog and set up systems that give the company accurate financials, real-time inventory visibility, and confidence in every business decision.