Inventory, margins, and channels that finally match the bank. QuickBooks, QuickBooks, fixed fee. Free assessment.
Dallas is a fast, deal-driven market where owners grow first and reconcile the books later — until a lender, a partner, or tax season forces the reckoning. For retail stores across Dallas County — from Uptown and the Design District to Deep Ellum and Bishop Arts — that shows up as purchases expensed on arrival and no periodic counts mean margin and taxes are both wrong and in-store, shopify, amazon, and marketplace fees each behave differently — and none reconcile
Steven Palmieri works remotely with Dallas owners in a market defined by a headquarters-dense economy of finance, technology, and professional services. We fix inventory vs. COGS treatment, reconcile every sales channel to the bank, and surface the sales-tax picture before a state does. You get a documented before/after trail your CPA can verify — no offshore rush job, no judgment about how far behind the books have slipped.
You're not bad at business. The books just stopped telling the truth about the floor and the register.
POS says one thing, shelves say another, books say a third.
Online, wholesale, and walk-in revenue pile together — so you can’t kill what doesn’t work.
Without clean cost, every “sale” is a gamble.
Two minutes. No document dump. Just the truth about how behind it feels.
We rebuild inventory, COGS, and channels so margin is real — not a story you tell yourself.
Backlog cleared. Accounts reconciled. A before/after report you — and your CPA — can act on.
Retail cleanup that makes inventory and margin honest.
Every account reconciled and every anomaly documented before we change a thing.
The backlog cleared with retail business-correct categories — not a generic chart of accounts.
A before/after summary and a simple monthly rhythm so it stays clean after we leave.
If our assessment can’t show you exactly what’s wrong and what it costs to fix, the assessment costs you nothing — no obligation either way.
“Finally handed my CPA a clean QuickBooks file instead of a shoebox.”
“First accurate gross margin in four years of trading.”
“Marketplace fees stopped hiding in “miscellaneous.””
Illustrative examples of typical client situations — not statements from specific named clients.
Tell us a little about the business — we reply within one business day.
Yes — we serve Dallas and the wider Dallas County area entirely remotely, working from your QuickBooks exports and bank feeds. No office visit required.
Most cleanups finish in 2–4 weeks depending on backlog size and account volume.
Fixed fee, quoted after the free assessment — based on months behind, accounts, and transaction volume. No hourly surprises.
Yes — per-channel clearing accounts so every payout ties to sales, fees, and refunds.
Never. Messy books are a symptom of a busy business. Fixing them is literally what we do all day.