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Potenza Systems

Retail

A retail shop rebuilding its sales tax workflow

Month-end meant exporting spreadsheets, hand-correcting categories, and hoping the totals matched what the point of sale reported.

This is an illustrative engagement scenario based on the type of work we do. It intentionally contains no client names, quotes, or performance statistics.

The problem

  • Point of sale categories did not match the accounting categories, so every month required manual translation.
  • Tax filings depended on one person's spreadsheet that nobody else understood.
  • Errors were only discovered after filing.

What we did

  1. 01

    Documented the existing spreadsheet logic so the process stopped living in one head.

  2. 02

    Aligned the point of sale categories with the accounting chart of accounts.

  3. 03

    Automated the export and reconciliation step so the numbers arrive already matched.

  4. 04

    Wrote a plain-language runbook the owner and bookkeeper both use.

What changed

  • Month-end reporting reduced to a review step instead of a rebuild.
  • Category mismatches caught before filing, not after.
  • The process is documented and transferable.

Services involved

Sound familiar?

If this is close to your situation, tell us where yours differs. The first conversation costs nothing.

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