Bookkeeping & CFO Services: Enhancing Financial Reporting for a Sewing Tools Brand
Client Overview
A growing e-commerce brand specializing in sewing tools and accessories partnered with Allied Consulta to bring structure and visibility to their financials, particularly as they began working with external investors.
Challenges
The client was struggling with several foundational financial issues that made it difficult to manage the business or report accurately to stakeholders:
- Inaccurate Investor Reporting, which risked undermining credibility and confidence
- Bank and Credit Card Accounts Not Reconciled, leading to discrepancies in cash flow tracking
- Unreconciled Shopify and Amazon Balances, causing errors in revenue and accounts receivable
No Financial Visibility, making budgeting, forecasting, and strategic planning difficult
Actions Taken
We provided a tailored bookkeeping and CFO support framework designed to address both operational accuracy and investor communication:
- Monthly Bookkeeping Review & Oversight, including full reconciliation of accounts and platforms
- Monthly Investor Reporting Preparation, including P&L, cash flow, balance sheet, and key performance metrics
- Financial Projections and Scenario Modeling to support decision-making, fundraising, and growth initiatives
Results
Our support delivered immediate and lasting improvements:
- Accurate, Timely Investor Reports, improving stakeholder confidence and alignment
- Fully Reconciled Financials, creating a reliable foundation for growth
- Clear Financial Visibility, enabling better budgeting and operational control
Professionalized Financial Systems, reducing founder involvement in day-to-day bookkeeping
Client Feedback
"Allied Consulta gave us the clarity and structure we desperately needed. Their team ensured our reports were clean and investor-ready every month, allowing us to focus on growing the brand."
— Co-Founder, Sewing Tools Brand
