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Premium Expert

Accountfully

Charleston, SC, United States of America
5.0 (25)
2023 Summit - CEO Award - Accountfully
Certifications
  • Certified Value Added Resller
    Certified Value Added Resller
Resources
Project budget
  • Less than $500 or unsure
  • $500 to $2,500
  • $2,500 to $5,000
  • $5,000 to $10,000
  • $10,000 to $25,000
  • $25,000 to $50,000
  • $50,000 or more
Expert services provided
  • New system implementations
  • Systems audit & changes
  • Inventory system migrations
  • Outsourced system administration
  • Workflow design & automations
  • Ecommerce audit & growth
  • Accounting and bookkeeping
  • CFO and controller outsourcing
  • Strategic financial advice
  • Training for staff & managers
Ecommerce / accounting
  • Shopify
  • Shopify Plus
  • BigCommerce
  • Magento
  • WooCommerce
  • Prestashop
  • QuickBooks Online
  • Xero
Location
  • North America
Cin7 product
  • Cin7 Omni
  • Cin7 Core

About Accountfully

Accountfully has been an integral accounting partner to hundreds of CPG brands for over a decade. Our modern solutions offer flexibility and scalability in each of our service levels.

Serving the Unique Needs of the Inventory Based Business

Managing inventory is a complex process that requires efficient, timely, and proactive accounting methods to support its unique business model. We provide the data that allows you to make big decisions and focus on running your business. Our in-house inventory accounting team are dedicated experts in their craft. They work with clients to map out the best plan that maximizes their inventory and supports their business goals. 

Modern Solutions for Modern Brands

Our modern systems support modern brands. What inspires us about CPG brands is the category-disrupting ideas and the conscious causes they support. These business leaders don’t have time for bulky paperwork and processes, they are forward-thinkers who use modern technology. Since the beginning, Accountfully has utilized cloud-based systems that sync nicely with other popular apps and software. Run your business from anywhere and get set up quickly. We match our clients' demand for these essential efficiencies.  

Some of Our Hallmark Systems Used Include:

  • Quickbooks Online
  • Gusto for payroll and employee management
  • BILL for Accounts Payable and Receivable
  • Fathom for KPI tracking 
  • Cin7 for inventory management (2023 CEO Award winner)
  • Expensify, Divvy, and Ramp for expense management

These all integrate nicely with popular CPG-specific applications like Shopify, Faire, Amazon, Mable, and KeHE Connect, to name a few.

Inventory Management Systems Implementation and Management

Know the costs of each step of your product; from raw materials to finished goods, minus the bulky spreadsheet. When it’s time to implement an inventory management system our team can help. We specialize in popular systems like Cin7 and leverage our proprietary “Inventory Workbook”, which maps out the supply chain and all points in the cost of goods sold. This pivotal document acts as the foundation for inputting all necessary details into a system when the time comes. 

Services Offered

Accountfully offers a variety of engagements based on your business needs, including:

  • Bookkeeping and Controller Level Services
  • Intro Outsourced Accounting
  • Full-Service Outsourced Accounting
  • Inventory Management Services
  • Finance and Advisory
  • Tax Services
  • Deductions Management

Media

The Inventory Handbook eBook Chapters
Accountfully Department Spotlight: The Inventory Team
Inventory Management System Services

Videos

The Month End, Episode 25: Adam Kost • Country Luau
Accountfully + Rodeo CPG: A Financial Look at 27 Early Stage Companies Selling Wholesale (See Where You Stack up as a Brand)
Making Cents FAQ: As a small brand, what should I know about managing deductions?
Reviews
5.0 (25)
Write a review
On-Going Support and Integration Clean Up
5.0
Apr 17, 2024
Tim M
After interviewing Accountfully for the integration we ended up taking a different route due to a strategic partner's recommendation. Oh did we pay for that! We came back 12-18 months later with the need for a full cleanup. We partnered with Matt L and he got it done for us quickly! Highly recommend their services!
Expectations exceeded
5.0
Mar 08, 2024
Ray Hamilton, Flare Safety
Our company started using cin7 core earlier this year and it's quite a complex tool to say the least. Accountfully has fully exceeded our expectations with support for supply chain management and accounting services.
Stellar support
5.0
Mar 06, 2024
Kareem A, invisaWear
The accountfully team's inventory specialists are highly educated and experienced with their work. We are incredibly thankful to have found them as they have assisted us effortlessly with operating cin7 core and curating it to our complex manufacturing/ stock keeping situations. We highly suggest working with accountfully to ensure that this software is used correctly and to its fullest potential.
great rollout and support!
5.0
Feb 17, 2024
Ben Karlin, Agro Power Jerky
Matt and Morgan at Accountfully did a fantastic job getting us up and running on CIN7. They are a pleasure to work with, and will be providing ongoing support for our very lean team going forward (so that we can stay lean but still grow!).
Thorough and educational
5.0
Nov 14, 2023
Karim Arem
We manufacture our own products and had to move from using quickbooks to do our manufacturing accounting and bookkeeping to a more robust and automated system and cin7 platform was a perfect fit. Matthew Lynn helped us through the implementation process and made it very straightforward, easy, educational for us to have a system that we can now manage ourselves.
COO
5.0
Oct 18, 2023
Jason Miller, Yough!
Been working with Matt from Accountfully for months now on Dear/Cin7. He is INCREDIBLE to say the least. I’m very familiar with QuickBooks but this software is definitely more intense, therefore having Matt has been a life savor. Highly recommend him and accountfully if you don’t want to spin your wheels!