Success Story: Integrating Accounting Systems for a National Marina Holding Company

Success Story

Automation has streamlined accounting processes for a national marina holding company, enabling faster closes, better accuracy and greater efficiency.

December 17, 2025

Chad Valentine

Partner-in-Charge, Financial Advisory
Accounting Advisory Services

Never miss a thing.

The Client

A national holding company operating multiple marinas across the United States

The Challenge

Each marina used its own point-of-sale (POS) system that worked well locally but didn’t integrate with the company’s accounting platform. Reconciling daily sales and inventory required manual uploads and spreadsheets, taking five to seven to complete each month. The delays slowed financial reporting and created ongoing frustration for the accounting team.

The Process

Weaver’s accounting advisory services (AAS) team led the effort to streamline the company’s accounting operations and eliminate manual reporting delays. After assessing the reconciliation workflow, AAS engaged Weaver’s digital transformation and automation team to design and implement an automated solution that integrated the marina POS data directly into the accounting software. AAS defined the accounting requirements, ensured the automated workflow aligned with GAAP reporting standards and validated the results. Once implemented, the new process reduced reconciliation time dramatically, from nearly a week to under an hour.

The Deliverables

AAS delivered an automation-enabled workflow that replaced manual uploads with a fast, reliable integration between POS and accounting systems. The result: faster closes, improved data accuracy and a more efficient accounting function that can focus on analysis rather than data manipulation.

Learn more about our services

Featured

Success Story: Modernizing Accounting for a Long-Established Metal Fabricator Read success story