SERVICES

Financial Architecture for Product-Based Scale

We organize our support around the real financial complexity of running a product-based business. From precise inventory valuation and multi-channel margin tracking to landed cost maintenance and scalable cash flow forecasting, we deliver architectural precision, not a generic checklist.

PILLAR 1: INVENTORY ACCOUNTING

Mastering Your Inventory & COGS

True profitability is impossible to measure without precise inventory and COGS tracking, monthly categorization and reconciliation in QuickBooks Online, ensuring financial data reflects reality.

  • Proper COGS structure including materials, freight, and production costs
  • Accurate inventory reconciliation and month-end valuation
  • Landed cost support and ongoing maintenance
  • Seamless coordination across QuickBooks, Shopify, Amazon, and 3PLs

PILLAR 2: CASH FLOW

Command Your Cash Flow

Monthly cash flow forecasting and proactive cash reserve monitoring provide the bedrock of product-based scale. We establish clear line-of-sight into operating capital, tracking gross margin by product line and reserving for sales tax liabilities before they become emergencies.

  • Rolling 13-week cash flow modeling
  • Channel-specific gross margin tracking
  • Sales tax liability reserve management
  • Inventory purchase threshold planning

PILLAR 3: REPORTING & DECISION SUPPORT

Clarity Through Precision Reporting

Monthly Profit & Loss statements and Balance Sheets structured specifically for the nuances of product-based businesses, segmenting data to reveal where true margins live, beyond the standard financial package.

  • Custom channel reporting isolating profitability across Amazon, Shopify, and wholesale
  • Regular financial review meetings to translate raw data into strategic action
  • Clean, comprehensive year-end packages delivered directly to the tax professional

PILLAR 4: STRATEGIC GUIDANCE

Strategic Guidance for Growth

For product-based businesses executing at scale, financial oversight must move beyond historical reporting. Forward-looking strategy, rigorous scenario modeling, and continuous advisory map out your next phase of growth.

  • Hiring and expansion modeling: understand the definitive cash flow impact of new hires or inventory runs before committing capital.
  • Advanced profitability analysis: isolate high-margin channels and eliminate hidden capital drains.
  • Continuous strategic counsel: ensure the entire financial architecture supports your aggressive growth targets.

Structured for Your Stage

Our ongoing support is carefully structured into specialized tiers tailored to the exact size and complexity of your business. This ensures you have the precise level of financial architecture required to scale confidently, without paying for overhead you don't need.

Irina Jones Logo

Precision accounting and strategic financial guidance for product-based businesses scaling with confidence.

© 2026 Irina Jones CPA PLLC. All rights reserved.