Most accounting firms don’t understand wholesale—they just try to fit it into retail spreadsheets.
At Ledger Labs, we speak the real language of wholesale: bulk orders, variable pricing, purchase terms, freight costs, and aging receivables. We don’t just track transactions—we decode complexity. No shortcuts. No surface-level reports.
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Wholesale businesses run on volume—but when the accounting can’t keep up, everything breaks down. We’ve stepped into companies drowning in mismatched invoices, unreconciled inventory, and profit margins that look good on paper but vanish in real life.
One of the most common issues we solve is inaccurate COGS—usually caused by missed freight, packaging, or handling costs that never get allocated. We’ve cleaned up multi-warehouse inventory records where no one could tell what was actually in stock, and we’ve untangled books where deposits and invoices didn’t match for months.
We’ve corrected accounts payable workflows that left vendors unpaid or overpaid. We’ve brought structure to AR aging reports that were just lists with no follow-up process. And we’ve rebuilt financials for companies that scaled fast but never had a close process in place—leaving leadership flying blind on cash flow, margin, or burn.
Another pain point? Sales tax. Selling B2B across state lines triggers nexus in ways most generalist accountants miss. We’ve identified gaps, caught underreporting, and implemented tracking that keeps your tax liability clean and compliant.
Wholesale accounting isn’t a plug-and-play operation. Between high-volume transactions, shifting payment terms, freight logistics, and multi-tier pricing—it’s a different beast entirely.
Hiring experts who specialize in wholesale means you’re not just getting reconciliations; you’re getting clarity on your true margins, visibility into what’s sitting in your warehouse, and control over what’s coming in and going out. You’ll stop losing money to untracked freight, missed payment follow-ups, and poorly structured cost allocation. Instead, you’ll get books that reflect how your business operates—and decisions you can trust.
We give you monthly reporting that cuts through noise—real gross margin analysis, SKU-level profitability, and insights that actually help you run the business, not just file taxes.
No more wondering who paid what or which vendors are overdue. We track every invoice, apply payments properly, and build reliable aging reports you can act on.
We don’t guess at profitability. We factor in freight, duties, packaging, and warehouse transfers so your margins are clean, precise, and defensible.
Wholesale businesses don’t break because of one big mistake—they break because of hundreds of small ones. A few missed invoices here, a freight charge that wasn’t logged there, inventory that looked right in theory but didn’t match reality. It adds up fast. If you’re moving product in bulk, selling across terms, and juggling multiple warehouses or channels, you’ve already outgrown basic bookkeeping. And if you’re still relying on generic accounting services—or worse, doing it yourself—you’re not managing the business. You’re reacting to the chaos.
You should appoint a wholesale accounting service as soon as you notice you can’t answer simple questions without digging: What’s your real gross margin per SKU? How much inventory is tied up right now? Who owes you money, and how long have they owed it? If those answers aren’t instantly clear—or worse, you’re guessing—you’re overdue.
It becomes even more critical when your business starts scaling. More orders mean more data. More vendors. More freight. More customer terms. That kind of growth doesn’t just multiply revenue—it multiplies risk. If you don’t have someone actively managing and reconciling all that complexity, you’re not growing—you’re gambling.
Another clear signal: cash flow surprises. If you keep getting hit with unexpected shortfalls—even while sales look strong—something’s broken behind the scenes. Usually, it’s a mix of poor AR follow-up, unmonitored AP, and inventory that’s costing more than you think. A wholesale accounting expert can untangle all of that—and set up systems that prevent it from happening again.
Selling B2B across multiple states? You’re likely triggering sales tax obligations (nexus) in places you haven’t even thought about. Generalist accountants miss this all the time. Wholesale accounting services know how to track, report, and prepare for tax deadlines without scrambling or guessing.
And if you’re prepping for a major move—new warehouse, new financing, new partnership—you absolutely need clean, accurate financials. Not the kind that just “look fine,” but the kind that withstand investor questions and audit scrutiny. The kind that give you leverage because they give you truth.
The right time to appoint a wholesale accounting service isn’t when you’re drowning. It’s when you’re starting to feel the weight. That’s your warning sign. That’s when the smart companies make the shift—from patching up problems to building a foundation that holds.
Because once your business starts moving fast, the last thing you want is to wonder if the numbers are lying to you. We make sure they don’t.
| Feature | Ledger Labs' Wholesale Accounting Services | Other Services |
|---|---|---|
| Inventory & COGS Matching | Real-time SKU-level inventory reconciliation with true landed cost accounting—including freight, duties, and packaging. | Rough estimates or ignored freight that distort margins and mislead decision-making. |
| Multi-Warehouse Tracking | Granular tracking across warehouses, transfer logs, and aging inventory for accurate stock and valuation. | Disjointed or duplicate entries with no warehouse-specific insight or accountability. |
| Order-to-Cash Workflow Mapping | Every invoice matched to its PO, payment, and deposit—so no revenue goes untracked or misapplied. | Revenue booked without reconciling to actual payments or sales orders. |
| Vendor Bill & Payment Reconciliation | Bills reviewed, approved, and matched to receipts—down to quantity and price for every line item. | Loose AP process that leads to overpayments, missed credits, or late fees. |
| Sales Tax Monitoring | Nexus triggers and multistate obligations tracked monthly using integrated tools like Avalara or TaxJar. | State-level filings missed or underestimated, risking penalties and audits. |
| Channel-Specific Profitability Reports | Profit tracked by B2B portal, EDI, direct wholesale, or distributor—with shipping and returns factored in. | Consolidated P&Ls with no granularity by sales channel or method. |
| Aging Receivables Tracking | Weekly aging reports tied to collection activity—so you see what’s due, what’s delayed, and what’s at risk. | Static AR snapshots with no follow-up process or actionable intelligence. |
| Audit-Ready Financials | Complete schedules, reconciliations, and documentation to support internal reviews, funding rounds, or audits. | Incomplete reports that require rework and delay compliance or growth opportunities. |
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My main problem always has been to know my accurate profits & this is precisely what Ledger Labs helped me with. They went through my entire supply chain costs, my monthly operational expenses, and COGS and got me the correct costing of my goods and the cost of running the business. Now I know how much I need to sell & at what price I should sell it to be profitable.
Ariel Robinson CEO & Founder