EveryBooks / Industries / Consumer & e-commerce / Licensing and regulatory compliance
Consumer & e-commerce
Licensing and regulatory compliance
One inventory of every license and registration you hold, a renewal calendar that reaches a named person in time, and the filing prepared when it comes due.
Who this is for. Operations or finance lead at a business with many locations, entities or regulated activities.
The problem today
Licenses, permits and registrations across cities, counties and states are tracked in a spreadsheet that one person updates. Renewals slip, and the first sign is usually a penalty or an inspection.
Nobody is confident the spreadsheet is complete, which is the worse problem. A license you never knew you needed does not appear on a renewal calendar, and the exposure is invisible until it is expensive.
What we deliver
A complete inventory
Every license, permit and registration you hold, by entity and location, with the issuing authority, number, scope and expiry held as a record.
Gaps identified
Where your activity and footprint imply a license you do not appear to hold, flagged for a decision. This is usually the part that justifies the exercise.
A renewal calendar that reaches a person
Reminders at the lead time each authority actually requires, to a named owner, escalating if nothing happens.
Renewal filings prepared
The application, the supporting documents and the fee detail assembled, ready for your review and submission.
New location onboarding
When you open a location, the licenses it will need are identified up front rather than discovered in operation.
Evidence in one place
Current certificates stored and retrievable, which matters on the day an inspector asks.
What agents do, and what your team approves
What the agents do
Agents maintain the inventory, monitor requirements against your footprint, drive the renewal calendar and prepare each filing.
What they never do
Renewals are submitted by your team, and every fee payment is authorised by a named person. Agents prepare and remind.
Systems we work with
- Excel
- n8n
- QuickBooks
From past work
What we have built
We built business license tracking across locations for a multi-site operator, including the gap analysis that found registrations the business did not know it needed.
Questions we get
Which jurisdictions do you cover?
We build to your footprint. State, county and city requirements across the locations you operate in, extended as you open more. We are not selling a national database, we are building your inventory.
Who submits the renewals?
Your team, from a prepared filing. Where an authority requires an officer signature or a notarised document, that stays with your people and we make sure it is scheduled early enough.
Can you find licenses we are missing?
Yes, and this is often the most valuable part. We compare what your activity and locations imply against what you hold, and report the gaps. Expect the first pass to find some.
What about licenses for regulated professionals?
Individual professional licenses can be tracked on the same record, including continuing education requirements and certificates, which is work we have built for firms running their own programs.
Related
- Sales tax complianceMulti-state sales tax filed accurately and on time.
- Channel revenue reconciliationEvery sales channel reconciled to your books.
- International entity accountingForeign entities and currencies managed in one place.
- All Consumer & e-commerce workMarketplaces, stores and your own website never agree with the ledger on the first pass.
- How we workRead the books, design for agents, ship them, train your operators, then run and improve.