EA Delivers 5.6x ROI and Cuts Payroll Costs by 60% for a $12M U.S. CPG Brand

The Challenge: Delayed Financials, Limited Visibility, and Lack of Reliable Data

QuickBooks was the accounting system, but bookkeeping had only been completed through December of the prior fiscal year, leaving an 11 month backlog of unrecorded transactions.

At the same time, inventory complexity increased. The company needed better visibility into quantities, locations, and lot-level traceability. However, QuickBooks’ native inventory functionality was not sufficient for a growing CPG business operating nationally.

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

It was clear that the company needed an accounting partner with CPG expertise that could cost-effectively implement scalable, best practice financial processes. 

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

 They needed an accounting partner who could:

• • Rapidly bring 11 months of accounting up to date
  • Implement best-in-class CPG bookkeeping practices
  • Audit and challenge invalid retailer chargebacks
  • 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 25+ 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 across all channels, including retailer and distributor sales
  • Recorded inventory purchases and accurately mapped the cost of goods sold
  • Brought accounts receivable and accounts payable fully up to date
  • Reconciled all key balance sheet accounts, including cash, receivables, payables, and inventory-related accounts
  • Audited retailer deductions and chargebacks and challenged invalid claims to recover lost revenue

Results: Timely Financials & Inventory Control

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.

After stabilizing the financial records, EA implemented accounting processes designed specifically for CPG operations. These included structured procedures for recording sales, cost of goods sold, inventory purchases, and trade related deductions.

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

Partnering with Expertise Accelerated 

Expertise Accelerated leveraged its onshore-offshore team model to close key skill gaps, introduced disciplined processes to improve visibility, and helped the company achieve over $300K in annual savings, including a reduction in accounting and bookkeeping costs by 60%.