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Natural Products Expo West

Natural Product ExpoWest

Consumer Packaged Goods (CPG) and organic food businesses operate in a complex financial environment, where managing inventory costs, multi-channel sales, vendor payments, and regulatory compliance is critical.
At Acgile, we specialize in providing end-to-end accounting and bookkeeping solutions tailored for this industry, utilizing our 10+ years of experience in NetSuite and QuickBooks to optimize financial workflows.

March 04 2025

800 West Katella Avenue Anaheim, CA 92802 USA

Optimizing Operations

How We Solve Business Problems

We help CPG and organic brands streamline their accounting, inventory, and financial reporting, ensuring efficiency at every step.

Partners Coffee
Partners Coffee Roaster
Partners Coffee
Case Study

Partner’s Coffee(New York)

Multi-Store Financial Management

Partner’s Coffee, a well-established organic coffee brand with five physical storefronts and a strong eCommerce presence, needed a centralized accounting system to manage POS transactions, vendor payments, and cash flow tracking across multiple locations.

Challenges Identified

  • Inventory reconciliation issues due to differences in online and in-store stock levels.
  • Inconsistent expense categorization across locations, leading to inaccurate P&L reporting.
  • Payroll complexities with baristas and staff across multiple storefronts.

Solutions Implemented

  • NetSuite Optimization: Integrated multi-store inventory tracking, ensuring real-time reconciliation.
  • Expense Categorization & Automation: Used QuickBooks with custom rules for automated classification of COGS, payroll, and operational costs.
  • Cash Flow Visibility: Developed real-time financial reports to monitor profit margins per location.
Amazing Herbs
Amazing Herbs
Amazing Herbs
Case Study

Amazing Herbs(Georgia)

Inventory & Cost Optimization

Amazing Herbs, an organic supplement brand, struggled with accurate inventory tracking and cost allocation for its black seed oil products. Managing raw material costs, batch tracking, and supplier invoices was inefficient, leading to discrepancies in profitability tracking.

Challenges Identified

  • Inaccurate Cost of Goods Sold (COGS) calculations, affecting margin analysis.
  • Lack of proper inventory tracking, leading to overstocking and write-offs.
  • Slow reconciliation process between Amazon, Shopify, and wholesale operations.

Solutions Implemented

  • QuickBooks Inventory Integration: Enabled batch tracking and accurate COGS calculations for each product line.
  • A2X & SOS Inventory Integration: Automated Amazon and Shopify sales reconciliation into QuickBooks, ensuring seamless financial tracking.
  • Vendor Management & AP Optimization: Implemented structured purchase order tracking, reducing delays and improving supplier relations.
Antelope Pets
Antelope Pets
Antelope Pets
Case Study

Antelope Pets(California)

Scaling Financial Processes for a Growing Organic Pet Food Brand

Antelope Pets, a fast-scaling organic pet food brand, faced challenges in handling inventory across multiple warehouses, managing vendor invoices, and ensuring GAAP-compliant revenue recognition in NetSuite.

Challenges Identified

  • Multi-warehouse inventory tracking inefficiencies, leading to stockouts.
  • Delayed invoice processing, causing cash flow gaps.
  • Lack of structured financial reporting to assess sales trends.

Solutions Implemented

  • NetSuite Customization: Built structured workflows for inventory transfers, SKU management, and automated reconciliations.
  • Accounts Payable Automation: Used Bill.com with NetSuite to automate vendor payments.
  • Data-Driven Financial Reports: Created real-time dashboards to track revenue, inventory turnover, and cash flow health.
How We Solve the Challenges

Key Challenges in the Organic & CPG Industry

Managing SKUs, tracking COGS, and syncing multi-channel sales can be overwhelming—we set up systems that work for you, not against you.

Inventory Costing & COGS Accuracy

Inventory Costing & COGS Accuracy

Problem:

Fluctuating raw material costs and batch tracking issues.

Solution:

Implementing FIFO/LIFO cost tracking in NetSuite or QuickBooks, ensuring profitability analysis reflects true margins.

Multi-Channel Sales Reconciliation

Multi-Channel Sales Reconciliation

Problem:

Discrepancies between Amazon, Shopify, and in-store sales data.

Solution:

A2X, SOS Inventory, and QuickBooks integrations ensure seamless sales data sync.

Vendor & Accounts Payable Management

Vendor & Accounts Payable Management

Problem:

Delayed invoice processing and difficulty tracking supplier payments.

Solution:

Implementing NetSuite Workflows or Bill.com to automate vendor payments and credit memo application.

GAAP & IFRS Compliance in Revenue Recognition

GAAP & IFRS Compliance in Revenue Recognition

Problem:

Incorrect revenue booking due to subscription models or wholesale contracts.

Solution:

Custom NetSuite revenue recognition rules to align with ASC 606 standards.

Affordable Expertise

Professional Accounting Services at Competitive Rates

From tracking transactions to strategic financial planning, our comprehensive suite of professional accounting services cover all your business aspects.

100% Job Success

Top Rated Plus

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Trusted Accounting Firm

Why Acgile?

With proven experience in CPG and organic product accounting, we ensure:

  • NetSuite & QuickBooks Expertise – Customized solutions for your financial reporting, AP/AR, and inventory workflows.

  • Automation & Integration Focus – Reduce manual work and improve real-time financial tracking.

  • End-to-End Financial Management – From data migration to day-to-day bookkeeping, we cover it all.

Get Free 40 Hour Bookkeeping
Demonstrated Accomplishment

Clients’ Testimonials

Acgile's hallmark is its steadfast dedication to excellence, providing unparalleled accounting expertise, a client-centric focus, and personalized attention to optimize outcomes for our clients.

Experiencing challenges?

We’re Here For You!

With expertise in CPG and organic product accounting, we can help you with:

  • Seamless Accounting & Bookkeeping
  • Automation & Process Efficiency
  • Inventory & Supply Chain Optimization
zain@acgile.com+1 (720) 443-3113
We’re Here For You!