Who We Help › Retail & E-Commerce
Who We HelpBookkeeping for Wholesale Businesses
Wholesale businesses have large customer accounts, significant accounts receivable, and margin pressure that makes accurate financial tracking essential for growth and survival.
Book a Free ConsultationNo obligation · 30-minute call · Federally authorized Enrolled Agent
The Specific Challenges We Solve
Accounts Receivable Management
Net-30 and net-60 terms with retail buyers create significant AR that needs to be aged and monitored closely. We keep your AR current and flag overdue accounts so you're following up at the right time — not 90 days late.
Gross Margin by Product Line
Wholesale margins are thin. Knowing your margin by product category or customer segment is essential for pricing decisions. We build the reporting structure that shows contribution by line so you can make informed decisions about what to grow or cut.
Sales Tax Exemption Certificates
Most wholesale sales to registered retailers are exempt from sales tax — but exemption certificates need to be collected, verified, and retained for every buyer. We manage the documentation so you're protected in a state audit.
A Bookkeeper Who's Also a Federally authorized Enrolled Agent
Most bookkeepers categorize transactions and hand you a report. Simple Books Now does that — and our Licensed EA can also represent you before the IRS, file your business and personal tax returns, and advise on tax strategy year-round. One firm. No referrals. No gaps.
Ready to Get Your Books in Order?
Book a free 30-minute consultation. She knows the numbers for your type of business and will give you a clear picture of what we can do.
Book a Free ConsultationNo obligation · Flat monthly rates · Federally authorized Enrolled Agent