Our Services Overview

Expert accounting services tailored for eCommerce businesses on various platforms like Shopify and Amazon.

Inventory & COGS Management

Know exactly what’s in stock and how it impacts your profits.

• Track inventory movement across warehouses, 3PLs, and dropshipping platforms.

• Calculate accurate Cost of Goods Sold (COGS) to reflect real margins.

• Support for periodic or perpetual inventory systems.

• Integration with tools like DEAR, Cin7, and inventory modules within Shopify/Amazon.

eCommerce Bookkeeping

Accurate, real-time financials to fuel growth.

• We record, categorize, and reconcile all your transactions across platforms like Shopify, Amazon, Etsy, and Stripe.

• Specialized handling of high-volume sales, refunds, chargebacks, and merchant fees.

• Monthly financial statements (P&L, Balance Sheet, Cash Flow) prepared for easy business decisions.

• Cloud-based bookkeeping using QuickBooks Online or Xero.

• Catch-up and cleanup services available for outdated or messy books.

Sales Tax Compliance

Stress-free sales tax reporting and filing.

• Nexus analysis to determine where you owe sales tax (especially in the U.S.).

• Sales tax setup and compliance for platforms like Shopify, Amazon, and WooCommerce.

• Monthly or quarterly return preparation and filing.

• Support with Avalara, TaxJar, and manual filing methods.

Tax Strategy & Filing

Maximize deductions, stay compliant, and save big.

• Proactive tax planning to legally minimize tax liabilities.

• Federal and state tax return preparation for businesses and owners.

• E-commerce-specific deductions (home office, shipping costs, software, etc.).

• Year-round tax advisory to avoid surprises.

Financial Reporting & KPIs

Actionable insights, not just reports.

• Custom dashboards for tracking revenue, profit margins, CAC, LTV, ROAS, and more.

• Monthly management reports to help you analyze trends.

• Benchmarking against eCommerce industry standards.

• Support for investor-ready reports or fundraising decks.

CFO Advisory

Your strategic partner for growth, without hiring in-house.

• Cash flow forecasting, budgeting, and scenario planning.

• Profit margin analysis and cost optimization.

• Guidance for scaling operations, inventory purchases, and expansion planning.

• Help with investor communications, pitch decks, and financial modeling.

• Monthly or quarterly CFO check-in calls.