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Premium Expert

Accountfully

Charleston, SC, United States of America
5.0 (29)
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 2024 Industry Expert Award)
  • 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

Accountfully, Davids Toothpaste, and Cin7: Why Implementation Matters
The Month End, Episode 25: Adam Kost • Country Luau
Making Cents FAQ: As a small brand, what should I know about managing deductions?
Reviews
5.0 (29)
Write a review
Cin7 System Training and Monthly Close
5.0
Oct 16, 2024
Michael Mullaney, ZBiotics
Matt has been a rock star for us! The training was very thorough and he worked tirelessly with us to close the first 2 months for Inventory and Accounting. Matt walked both teams through the reconciliation process. It will take some time to get used to this new system as we have more entries per transaction but in the long run our company is so MUCH better off v. where we use to be with the older system. Thanks!!!
Professional and patient
5.0
Jul 23, 2024
Carlos Gonzalez
Matthew and his team supported us through our transition to Cin7 Core with exceptional positivity and professionalism. Their calm demeanors and unwavering support were crucial in keeping our team motivated and focused during this significant change. Thanks to their guidance and expertise, we successfully navigated the transition and are now fully utilizing the benefits of Cin7 Core. We couldn't have asked for a better team to assist us.
Problem solvers dedicated to solutions
5.0
Jul 09, 2024
Christine Dietz, Rocky Mountain Rafts
Matt, and the Accountfully team have been incredibly helpful in supporting us through a problematic Core integration. We faced several challenges in understanding the order flow process. Matt and Morgan were instrumental in making a really challenging situation more manageable and presenting solutions to the limitations we faced. On one occasion we had a particularly urgent problem that Matt dropped everything to help us resolve. I cannot recommend their services enough.
Incredible service - professional, great communication & constant support
5.0
Apr 19, 2024
Ron Chang, Ora
Accountfully did an amazing job with our migration to Cin7 Core. Matt is a subject matter expert with great communication and guided us step by step to create better systems and improve our accounting and logistics processes.
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.