Manufacturing
Optimizing bookkeeping and accounting for a manufacturing export company
Standardized multi-currency accounting, receivables tracking, export documentation, and product costing for a Miami manufacturer and exporter.
Confidential
Management team
Manufacturing and export
01
The problem
- Foreign receivables and currency conversion were recorded inconsistently.
- Receivables aging was not structured enough to support cash-flow planning.
- Sales tax, export documentation, and refund support were tracked manually.
- Product costing lacked a consistent framework for margin analysis.
02
The engagement
- Activated multi-currency accounting in Xero or QuickBooks Online.
- Linked receivables aging reports to export documentation.
- Standardized export invoicing and state/local sales tax filing workflows.
- Built product-line cost tracking for raw materials, labor, packaging, freight, and overhead.
03
Outcomes
- Foreign exchange impact became visible in margin reporting.
- Receivables tracking improved collections visibility.
- Export and sales-tax records passed compliance checks with no discrepancies.
- The sales team gained more reliable cost data for international quotes.
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