Accounting
Trade Promotion Management: Boost ROI
Shield your Trade Promotion Management against poor ROIs with Expertise Accelerated’s support on their planning and execution. Don’t let poor ROI undermine your trade promotion efforts. Expertise Accelerated provides expert support in planning and executing effective trade promotions, helping you achieve measurable results. With our data-driven approach, you’ll shield your campaigns from inefficiencies and drive better returns. Let us help you maximize your promotional success.
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Plan for Future with EA’s Outsourced Trade Promotion Management
As turbulence grows across the markets worldwide, input cost hikes and margins squeeze, the fight for competitive foothold intensifies among the consumer goods (CG) companies, and hence the strategic and tactical significance of Trade Promotions Management (TPM).
However, bringing about synchronization and congruity among the underlying complex variables that define the success of TPM campaigns requires a high degree of expert interaction among all the stakeholders – manufacturers, distributors and retailers – as well as the concerned departments within the organization – finance, planning and sales – which is neither easy to achieve nor practical for many CG companies.
Bridge Skill Gaps with Trade Promotion Services
Expertise Accelerated can tap into its global network of skilled trade promotions management professionals to bridge any resource or expertise gaps, ensuring your TPM campaigns are protected from poor ROI and deliver optimal results.
Industries
With our outsourced accounting services, tailored for diverse industries, we ensure your financial records are maintained to the highest standard.
Retail and Wholesale
EA's deep understanding of the challenges these industries face ensures hassle-free bookkeeping and significant payroll savings.
Consumer Packaged Goods
Our US management team has 25+ years of US Consumer Packaged Goods experience, 10+ years at C-suite levels thus ensuring industry expertise in the competitive market.
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Manufacturing
As a manufacturing-focused accounting firm, our tailored solutions ensure accurate transaction processing and timely reporting for informed decision-making.
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E-Commerce
Shopify, eBay, and Walmart each have unique complexities. We provide effective accounting to track sales, manage expenses, and ensure timely reporting.
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Restaurant Accounting
By entrusting your accounting needs to experienced professionals specializing in restaurants, you can focus on what truly matters to your business.
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Real Estate
EA’s property management bookkeeping services ensure accurate financial records and process efficiency.
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Tailored Solutions, On-Demand Resources, Assured Quality,
Round-The-Clock Service.
Trade Promotion Services
Period End Closing
- Month End Accruals
- Accrual Analysis
- Reconciliation with GL
- Unauthorized Spend
Promotion Reporting
- Baseline
- Lifts
- ROI Analysis
- Month End Reporting
Chargeback Verification
- Retailer Backup
- Promotion Contracts
- Syndicated Data Analysis
- Internal Approvals
Data Driven Planning
- Global Brand Plan
- Promotion Guidelines
- Promotion Plans
- Trade Budget Allocation
Outsourced Trade Promotion Management vs. In-House Strategies
| Requirements | In-House | Outsourced |
| 24/7 Support | ✕ | ✔ |
| Payroll Savings | ✕ | ✔ |
| Extensive US Industry Experience | ✕ | ✔ |
| Data Protection | ✕ | ✔ |
| Scalability | ✕ | ✔ |
| Focus on core business | ✕ | ✔ |
| Talent Acquisition | ✕ | ✔ |
Are you considering whether to outsource your trade promotions management or keep it in-house? Outsourcing saves you time and money while providing expert financial management without the costs of hiring and training. Imagine a dedicated team managing your finances, allowing you to focus on growing your business. With outsourcing, you reduce costs, gain efficiency and peace of mind, ensuring your financial information is handled with care. Make the smart choice—enhance your operations by outsourcing your TPM today!
EA’s Comprehensive Trade Promotion Consulting
Trade Promotions Management is the overall process of managing the trade spend of a CPG company at a retail and food service level to achieve a positive ROI on it.
Even though often neglected, Trade Spend Management is a matter of prime concern for most CPG companies as the spend on promotions forms a significant part of the company’s expense, sometimes as high as 30 percent.
EA CEO Haroon Jafree (CPA) is a Connecticut-based CPG expert specializing in Trade Promotion Optimization.
Having served over 25 years in the US CPG industry, including over 10 years in a C-suite role, Haroon has amassed the expertise in Trade Spend Optimization. Haroon has a proven track record of deploying reengineered processes and trained professional resources to help companies achieve a positive ROI on their trade spend.
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FREQUENTLY ASKED QUESTIONS
Why cross-functional teams struggle in Trade Promotion Management?
Successful Trade Promotion Management (TPM) requires seamless collaboration between sales, finance, and deductions teams. But too often, cross-functional teams operate in silos, focusing only on their specific responsibilities—leading to costly inefficiencies.
Take this common scenario:
- The sales team develops promotion plans using tools like Blacksmith or Microsoft Excel but doesn’t fully consider how accounting will process them.
- The accounting team prepares accruals without ensuring enough funds are allocated for the deduction team to clear retailer chargebacks.
- The deduction team is left scrambling when unexpected shortfalls arise.
When these teams fail to align, the result is a disjointed process, financial misalignment, and profit leakage. That’s why an integrated approach to TPM is critical, ensuring every department sees the full picture and works together efficiently.
Why won’t TPM software alone fix your problem?
Trade promotion software helps track promotions, manage accruals, and analyze performance. However, software alone won’t fix underlying process gaps or misalignment between teams.
Trade promotion management software can’t solve on its own because of the following reasons:
- Lack of cross-functional collaboration – Sales, finance, and deductions teams must align their processes, or inefficiencies will persist.
- Poor data management – If the data going into the system is inaccurate or incomplete, the software’s insights will be unreliable.
- Retailer chargeback complexities – Many deductions come with vague justifications that require human oversight to dispute effectively.
What happens if trade promotion errors are ignored?
If trade promotion errors are ignored, companies can lose a lot of money. Retailers may charge back money for things like pricing issues or wrong promotions. If these errors aren’t checked and disputed quickly, they add up and can cost millions over time.
Read here to know more about how trade promotion management can cost companies millions.
How can companies verify 100% of chargebacks without overwhelming their internal team?
By leveraging EA’s cost-effective resources, trained by a US-based management team, businesses can conduct comprehensive chargeback verification—uncovering potential claims worth hundreds of thousands of dollars.
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Address: 500 W Putnam Ave Ste 400, Greenwich, CT 06830
Contact: +1 (203) 542-7277
Email: sales@eaccelerated.com