Accountfully: Outsourced Accounting for Modern CPG Brands Verified listing

Accountfully prides itself on being a non-traditional accounting firm—we don’t wear suits, and our office is close to paperless. We partner with our clients to brainstorm and troubleshoot by communicating regularly, leveraging technology, and planning ahead instead of looking back. We also like having a little fun from time to time. It’s a different approach—different in a good way.

SERVING THE UNIQUE NEEDS OF THE CPG INVENTORY ENTREPRENEUR

Inventory entrepreneurs–food entrepreneurs and producers of packaged goods, have unique business challenges. Unlike service-based business owners, these entrepreneurs often manage, restock, and sell mass quantities of inventory. We work with you to simplify your processes to turn them into efficient and scalable operations. Our proactive bookkeeping approach lets you focus on your small business, creative pursuits, or entrepreneurial ventures.  

SERVICES OFFERED

Accountfully works with you to address the immediate needs of your business and plan for future growth.

As an outsourced accounting team, Accountfully understands that every business has unique bookkeeping and accounting needs and challenges. For many new clients, outsourced accounting can be an unfamiliar concept that tends to spark some questions. How does this all work? What services do I need? Whether it’s a lot of bookkeeping help or just a little accounting support, we work with business owners to find the right combination of services to meet companies' specific goals, budgets, and timelines. The majority of our engagements operate on monthly retainers that let us work proactively with you. These engagements are priced based on the needs and complexities of your business. Below are just a few of the ways in which we serve you. Services we offer include:

Outsourced Accounting:

• weekly bookkeeping
• accounting email management (accounting@yourbusiness.com)
• sales, accounts receivable (A/R), invoicing support
• account payable (A/P), bill payment, vendor management
• payroll
• sales tax
• weekly cash flow snapshot
• inventory + cost of goods sold accounting
• month end financial close and reporting
• financial review meetings

Inventory Management Services

• systems implementation
• training and support
• day-to-day maintenance

Distributor Deduction Management

• discovery of deductions/chargebacks
• tracking and disputing of deductions
• ongoing deductions tracking

Finance and Advisory

Learn more about our finance and our advisory services

• budgeting
• cash flow planning
• Ad Hoc consulting

Income Tax

Learn more about our tax services 

Meet the tax team

• preparation - business and personal
• strategy and planning
• 1099s

Other Services

• Hourly bookkeeping and controller level support
• GAAP based financials

ACCOUNTING RESOURCES

Our resource center offers a variety of content to help you grow your business.

Accountfully knows that good information can grow a business and that smart ideas are worth sharing.  We make easy-to-understand tools and resources available to anyone for free. Take a look at our resources for more in depth information and guidance:

The Month End Podcast

• A CPG focused chat, sharing industry related stories and advice from founders and stakeholders

Case Studies

• Real examples of how Accountfully has helped businesses like yours

eBooks

• The Inventory Handbook:  How to Better Understand, Manage, and Leverage Your Greatest Asset for Growth

Guides

• Inventory Management for the CPG Entrepreneur
• Explore additional guides

The Blog

• Read articles geared toward the Inventory Entrepreneur

Listen to Guest Spots on Industry Podcasts

• Hear some great accounting and business advice from podcast guest spots

OUR FOUNDERS:  BRAD AND MEREDITH EBENHOEH

Brad Ebenhoeh | CEO and Partner

Never one for suits and ties or long days in windowless offices, Brad Ebenhoeh abandoned the world of corporate accounting to found Accountfully, a modern outsourced accounting firm that serves modern brands and businesses. By challenging the traditional accounting firm model, embracing technology, and emphasizing the importance of a work-life balance for himself and his entire team, Brad has proven that with a little imagination and a lot of hard work, accounting can be as cool as the clients he partners with.

Meredith Ebenhoeh | COO and Partner

Meredith’s influence at Accountfully is felt through excellent client service and a happy workforce. Internally, she oversees the heart of the company - its people. Through Meredith’s strategic and operational leadership, the complex puzzle of client needs are met with optimal use of the company’s resources, providing a consistent, quality service experience. Externally, she advises clients of all sizes and industries on high-level strategy; helping them increase efficiency and implement best practices that support growth and improve performance.