Challenge
Where things stood
Marketplace growth pushed them over thresholds in states they had never registered, while DIY filings lagged shipments.
Case study · Sales tax
Sales tax basics that scaled with the business
Economic nexus had outpaced their registrations. We mapped exposure, filed catch-up where needed, and set a cadence that matches channels.
Approach
How we worked
Channel-level nexus review, registration priorities, and a filing calendar that separates marketplace-collected vs. merchant-remitted tax.
Outcome
Where they landed
Compliance is now a rhythm, not a scramble after a notice.
Finance can expand into new states with a clear checklist instead of guesswork.
Want a similar plan for your books and tax calendar?
Schedule a consultationMore stories
Related case studies
Tax
How to set quarterly tax estimates without the guesswork
A growing agency stopped overpaying estimates mid-year and rebuilt a predictable quarterly cadence tied to actual cash flow.
Read case study
Bookkeeping
Clean up your chart of accounts before tax season
Messy categories were slowing tax prep. A focused chart cleanup made reporting usable again for ops and the CPA.
Read case study
Advisory
A 13-week cash flow model founders can actually use
Founders needed a cash view they would open weekly, not a spreadsheet museum. We shipped a living 13-week model tied to real inflows.
Read case study