Something's wrong
Start from what you're seeing. Each one points to the guide that explains it and the work that fixes it. The first pass costs nothing: I look at what you run and write up what I find, within two days of the call.
Sales tax collecting the wrong amount
On a store that's already selling: how Avalara calculates the tax on each Shopify order, why your products' tax codes need mapping, and what to check when it's over- or under-collecting.
Diagram: Shopify passes orders to Avalara, and the tax comes out over- or under-collected. Reports you can't trust
Tools doing the same job twice, data that doesn't reconcile, a setup only one person understands: what a review of your systems turns up, and why knowing beats guessing.
Two systems that don't reconcile
Which records belong in which system, a clean first sync with QuickBooks or NetSuite, approvals that mean something, and the holding account that should come back to zero.
Diagram: Bill.com and QuickBooks or NetSuite hold records that don't match. Numbers not tying out after a migration
Your reconciled checkmarks come across but the old reconciliation reports don't, what Intuit says should match, and why a balance that won't tie out is worth tracing.
Diagram: after the move from QuickBooks Desktop to QuickBooks Online, the reports don't tie out. A NetSuite go-live your team keeps working around
People with more access than they need, approvals never set up, no saved searches, generic forms, accounting defaults left loose: what a go-live usually leaves rough.
Ten Rivers Systems handles technical setup, configuration, and data migration only and does not provide accounting or tax advice. I am not an accountant or tax adviser. How you keep your books and what you owe stays between you and your own professionals.
Not on the list?
Tell me what you're running and what isn't working. A rough description is fine; I'll ask for anything else I need. I read every message and reply within one business day.
Or start your first pass on a call. Book thirty minutes
I use what you send only to reply, to do any work you ask for, and to keep ordinary business records. How I handle it
A free thirty-minute call.A first-pass review and written scope within two days of the call, at no cost.If it isn't something I do, I'll say so.