The situation
The system no longer matched the business.
Crossline sells used bus parts across the United States, largely to publicly owned transit agencies. That means two hard things at once: procurement-grade documentation, and sales tax obligations that multiply with every state you ship into.
They were running Odoo, but the configuration had been set up for a business they’d since outgrown. Several years of books carried unresolved issues. Processes had been improvised rather than designed — which works right up until the person holding it in their head is unavailable. And sales tax was being handled without a system that could keep pace with a national footprint.
What we did
Books first. Then the system. Then the tax.
Rebuilt three years of books
2022 through 2024, reconstructed and reconciled, until the CEO had a set of numbers he could act on without a caveat attached to every one.
Reconfigured Odoo
Rebuilt around how the business actually runs rather than how it had once been set up, with processes and procedures written down so they survive people.
Rebuilt tax from scratch
A new sales tax calculation system inside Odoo, with multi-state compliance configured across four states — including California, correct to county level.
California alone has hundreds of district rates that shift at county and city boundaries. Getting it right inside an ERP is the part most integrators can’t do and most accountants can’t build.
By the numbers
3 years
of books reconstructed
County
level tax accuracy in California
Ongoing
contracted CFO engagement
Where it stands
We didn’t hand it back.
HexynTech runs Crossline’s books on an ongoing basis. Shamara serves as their contracted CFO — not an adviser reviewing someone else’s work, but the person who closes the month. Ian and Shamara together build custom reporting for the CEO, shaped around the decisions he actually makes rather than a stock dashboard.
They came to us for a cleanup. They kept us because the cleanup surfaced everything underneath it, and because one team could do the accounting and rebuild the system it runs on.