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IndustryAccounting and tax for retail.
Inventory, POS reconciliation, sales tax on every sale, seasonal staffing. Books that tie to the register, so the return and the CDTFA audit both go quickly.
Where this industry gets it wrong
- POS sales, card settlements and bank deposits that never reconcile
- Inventory counted once a year and guessed the rest
- Sales tax collected on the wrong items or at the wrong district rate
- Seasonal employees onboarded without the required California notices
Questions we hear from retail stores
Which POS systems do you work with?
Square, Clover, Shopify POS, Lightspeed, Toast and others. Daily sales post to the books from the POS export.
How do district taxes work in California?
The rate depends on where the customer takes possession. We set the POS rates by location and check them when districts change.
Talk to us this week.
A free 15-minute call. Next step and a fixed fee, in writing. No hourly billing, no obligation.