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CPAs exclusively for e-commerce brands · Plans from $199/mo · Multi-channel · DTC · Marketplaces · 240+ brands · $680M GMV
CPAs · Built for online sellers · Est. 2014
Starting from $199/month

Your e-commerce
CPA.

Connect with e-commerce CPA — trusted Ecommerce, Amazon accountants providing bookkeeping, tax, CFO, and inventory accounting services for online sellers and growing ecommerce brands. Starting from $199/month.

240+ e-commerce brands · $680M GMV accounted for · 4.9★ on Google
LIVE · COGS WORKFLOW
Amazon FBA · SKU-level true cost
1 · INGEST
Amazon settlement
$48,210 payout · 1,247 orders
2 · SPLIT
Sales · fees · returns · tax
7 GL accounts mapped
3 · LANDED COST
SKU contribution
Freight + duties + storage allocated
Listed margin
71.0%
True margin
53.9%
↑ The 17% you didn’t know you were losing
4.9
Google · 180+ reviews
240+
E-commerce clients
96%
Annual retention
11 yr
Avg. partner experience
$680M
Client GMV under books
What we handle

The eight problems
that keep online sellers up at night.

Every e-commerce founder we onboard arrives with at least three of these. We’ve built a practice around fixing all eight — at one fixed monthly fee.

01

True COGS tracking

Landed cost per SKU — freight, duties, storage, returns. The number your “margin” is hiding.

Per-SKU contribution
02

Inventory management

SKU-level tracking across warehouses and 3PLs. Know what you own, where it sits, what it cost.

Multi-warehouse · 3PL
03

Cash flow projections

Rolling 13-week forecast. See the dip before it happens, not after the wire bounces.

13-week rolling
04

Actual profit visibility

Channel-level P&L. Which platform makes money, which one is bleeding ad spend.

Per-channel P&L
05

Sales tax nexus

Track economic thresholds in all 50 states. Register, file, remit — before notices arrive.

50-state monitoring
06

Marketplace reconciliation

Amazon payouts split into sales, fees, refunds, FBA, ads. No more “Amazon fees” black box.

Settlement-level detail
07

Payroll & contractors

Multi-state W-2s, 1099 contractors, S-corp owner comp. Filed correctly, on time, every time.

W-2 · 1099 · S-corp
08

Taxation & planning

Federal, state, multi-entity returns. Quarterly estimates that don’t surprise you in April.

Fed · state · entity
The connected stack

Your channels in.
Clean books out.

We integrate every channel you sell on with the software stack that actually moves the needle for online sellers. No manual entry, no spreadsheet duct tape.

IN

Sales channels we plug into

Shopify
Amazon FBA
Walmart
TikTok Shop
Etsy
WooCommerce
BigCommerce
eBay
Faire
Squarespace
Wix Stores
Magento
automated
sync
OUT

Software we run your books on

QuickBooks Core ledger
Xero Core ledger · alt
Zoho Inventory SKU · stock
Expensify Receipts · AP
Melio Bill pay · AP
Dext Doc capture
Drake Payroll W-2 · 1099
Drake Tax Tax prep · filing
What we do

Four practices,
one obsession: your unit economics.

Most accountants treat your store like a service business. We don’t. Inventory, channel fees, returns, ad spend, and chargebacks are the actual game — and that’s what we measure.

01 / Bookkeeping

Accrual-based monthly close

Tied out to Shopify, Stripe, Amazon, and your bank — not just QuickBooks. You get a real P&L by channel by the 10th of every month.

02 / Tax

Federal, state, sales tax, nexus

Multi-state nexus tracking, sales tax filings across Avalara/TaxJar, plus federal returns built for inventory-heavy businesses.

03 / Advisory

CFO-level cash flow & forecasting

13-week cash flow models, SKU-level margin reviews, inventory turn analysis, and quarterly strategy sessions with a partner.

04 / Cleanup

Books in chaos? We do rescues.

Three years of mismatched COGS, untracked inventory, missing 1099s — we untangle it and hand you back clean financials.

05 / R&D & Credits

R&D credits & tax incentives

Custom packaging, proprietary blends, software dev — many DTC brands qualify for R&D credits and don’t know it. We find them.

06 / Exit-prep

Quality of earnings & due diligence

Selling to a private equity roll-up or aggregator? We get your numbers buyer-ready so you don’t lose value at the table.

What’s actually in the box

Every month, you receive
eleven specific deliverables.

No vague “monthly bookkeeping.” Below is exactly what hits your inbox, the day it arrives, and what each report tells you. Same package whether you’re $50k/month or $5M/month — only the line items get bigger.

01 DELIVERED BY BUSINESS DAY 10

Channel-level P&L statement

Revenue split by every channel you sell on. COGS calculated at true landed cost. Marketplace fees broken out by type so you see what Amazon, Shopify Payments, and TikTok actually take. Contribution margin per channel — the number that tells you where to spend the next dollar.

P&L · OCTOBER 2025 vs. SEP
Shopify · DTC$284,120 ▲ 18%
Amazon · FBA$162,840 ▲ 9%
TikTok Shop$ 38,210 ▲ 41%
Wholesale (Faire)$ 21,440 ▼ 12%
Net Revenue$506,610
COGS (landed)$185,200
Channel fees$ 64,840
Ad spend$ 98,100
Contribution Margin$158,470 · 31.3%
02 BUSINESS DAY 10

SKU contribution margin report

Every SKU ranked by true profit. Landed cost, channel fees, return rate, and ad spend allocated by SKU. Your “best seller” by units sold often isn’t your best earner.

  • Top & bottom 20 SKUs by margin
  • Year-over-year SKU performance
  • Negative-margin SKU flags
03 BUSINESS DAY 10

13-week rolling cash forecast

Cash in, cash out, by week. Amazon payouts modeled by 14-day cycle. Inventory POs and freight on their actual ship dates. Ad spend by platform.

  • Week-by-week bank balance projection
  • “Cash crunch” alerts 4 weeks ahead
  • Scenario modeling (PO accelerate / delay)
04 BUSINESS DAY 10

Inventory position report

Units on hand by location and warehouse. Days-of-inventory by SKU. Slow-mover and dead-stock flags. Reorder-point alerts. Tied-up capital by SKU.

  • FBA, FBM, 3PL, and in-transit broken out
  • Inventory aging buckets (0-30, 30-90, 90+)
  • Capital tied up per SKU
05 BUSINESS DAY 10

Sales tax nexus monitor

Where you’ve collected, where you’ve remitted, where you’re at risk. State-by-state economic nexus tracking with threshold gauges so you know months before you’d actually owe.

  • 50-state economic nexus dashboard
  • Threshold proximity alerts (50%, 75%, 90%)
  • Filed-vs-due tracking by state
06 BUSINESS DAY 11

5-minute video walkthrough

Your account manager records a Loom video walking through your month. The two numbers that moved most, why they moved, and what to do about it. Watch on your commute.

  • Recorded, sent by 9am next business day
  • Captioned for silent watching
  • Archived in your client portal
07 BUSINESS DAY 10

Balance sheet & equity statement

Assets, liabilities, and equity reconciled to the cent. Inventory at landed cost. Deferred revenue from pre-orders. Owner equity tracked correctly for S-corps and LLCs.

  • Tied to bank, credit card, and merchant balances
  • Quarter-over-quarter change analysis
  • Audit-ready for due diligence or bank loans
08 BUSINESS DAY 10

Ad efficiency & MER report

Marketing efficiency ratio by channel. Meta, Google, TikTok, Amazon Ads — all rolled up with revenue attribution against actual contribution margin (not just revenue).

  • MER, ROAS, and CAC by channel
  • Contribution-margin-adjusted ROAS
  • Spend-vs-revenue trend (rolling 6mo)
09 QUARTERLY · APR, JUN, SEP, JAN

Quarterly tax estimate

Federal and state estimated tax payment calculations, vouchers prepared, payment reminders sent. No surprises in April. Owner draws and S-corp reasonable comp factored in.

  • Form 1040-ES vouchers prepared
  • State estimated payments (where required)
  • S-corp owner comp benchmarking
10 QUARTERLY · 60 MIN

Quarterly strategy review

60-minute video call with your account manager and tax lead. We review the quarter, discuss what’s changed, plan for the next 90 days, and surface anything tax-sensitive coming up.

  • Quarter-over-quarter financial review
  • Tax positioning & planning ahead
  • Growth scenario modeling on request
11 ANNUAL · BY MARCH 15 / APRIL 15

Federal & state tax returns

Your annual federal return (1120-S, 1065, 1040 Schedule C — whichever fits your entity). All state returns. K-1s for partners. E-filed and confirmation delivered.

  • Federal entity return + personal return
  • All applicable state returns
  • Included in your monthly fee — no separate bill
FULL TRANSPARENCY
Included in your monthly fee
  • All 11 deliverables above
  • Slack & email access · 24-hour response
  • Annual federal & state returns
  • Software licenses (QBO / Xero / A2X) at our partner discount
  • Sales tax registration in new states
Quoted separately, with your approval first
  • Catch-up bookkeeping (prior periods)
  • IRS or state audit representation
  • R&D tax credit study
  • Due-diligence support for fundraises or exits
  • Forensic work or special projects
How we work

From “we need a CPA” to your first
clean close — in 14 days.

Most accounting firms take 6–8 weeks to onboard a new client. We do it in two, because we’ve built a process around e-commerce specifically — not retrofit a generic small-business workflow.

01
DAY 0
DISCOVERY CALL · 30 MIN · FREE

The free discovery call.

A 30-minute video call with a senior partner — not a salesperson. We ask about your channels, your revenue mix, your tech stack, your tax structure, and the three things that are stressing you out about money. We listen. We tell you whether we’re the right fit. If we’re not, we’ll refer you to someone who is.

  • Review your current books (if you have them)
  • Identify the 3 fixes that would move the needle most
  • Walk you through how we’d structure your engagement
  • Honest answer on whether we can help — no pressure
02
DAY 1–2
PROPOSAL & ENGAGEMENT · 2 BUSINESS DAYS

The fixed-price proposal.

Within 48 hours of the call, you get a written proposal with a flat monthly fee — no hourly billing, no “we’ll add it up at the end.” The proposal lists every service we’ll deliver, the cadence, the tools we’ll use, and exactly who on our team handles what. You e-sign the engagement letter when you’re ready.

  • Itemized scope with every deliverable and frequency
  • Fixed monthly fee starting at $199 — scales with your business, never surprises you
  • Catch-up work (if needed) quoted separately, upfront
  • Engagement letter you can review with your attorney
03
DAY 3–5
KICKOFF MEETING · 60 MIN

The kickoff meeting.

You meet your dedicated bookkeeper, tax lead, and account manager — the three people who will actually do your work. We walk through how we collect data, how you’ll get reports, what our monthly cadence looks like, and where you can reach us between scheduled touchpoints. You’ll never wonder who handles what.

  • Meet your 3-person dedicated team — name, face, role
  • Set up secure portal for documents and reports
  • Confirm your monthly close timeline and report format
  • Schedule recurring quarterly tax planning checkpoints
04
DAY 5–10
SETUP & MIGRATION · 5 BUSINESS DAYS

Setup, migration, and cleanup.

We connect your channels (Shopify, Amazon, Walmart, etc.) to your accounting software, rebuild your chart of accounts around e-commerce conventions, configure SKU-level inventory tracking, and reconcile any backlog. If you have months or years of messy books, we fix them now — not piecemeal as we go.

  • Connect all sales channels via A2X, LinkMyBooks, or direct APIs
  • Rebuild chart of accounts for channel-level P&L visibility
  • Migrate or set up QuickBooks Online, Xero, or Zoho
  • Configure sales tax tracking across all relevant states
  • Clean up historical books and reconcile bank statements
05
DAY 10–14
FIRST MONTHLY CLOSE · 14-DAY MILESTONE

Your first clean close.

By day 14, you receive your first true e-commerce P&L: revenue split by channel, COGS at landed cost, marketplace fees broken out by type, and contribution margin per channel. We walk you through it on a 30-minute video call, answer questions, and leave you with a printable executive summary you can share with investors, lenders, or your spouse.

  • Channel-level P&L: Shopify vs. Amazon vs. wholesale
  • SKU contribution margin report
  • Rolling 13-week cash flow forecast
  • 30-minute video walkthrough with your account manager
  • Executive summary PDF for board / investors
06
MONTHLY
ONGOING SERVICE · MONTHLY CLOSE + QUARTERLY ADVISORY

The monthly rhythm.

Every month, you get a clean close by the 10th business day, a financial review video, and Slack-or-email access to your team for ad-hoc questions. Every quarter, we run a 60-minute strategic review covering tax positioning, cash flow forecasts, and growth scenarios. Year-end taxes are included — no surprise April bills.

  • Monthly close by business day 10, every month
  • 5-minute Loom video walking through your month-over-month
  • Quarterly tax planning & estimated payment calculations
  • Annual federal & state returns included in fixed fee
  • Slack / email access for ad-hoc questions, 24-hour response

The whole onboarding takes 14 days.

Most firms quote 6–8 weeks. We finish before they’ve even sent your engagement letter.

Start at day zero →
Client stories

Real founders. Real numbers.
Real receipts.

Every testimonial below is from a current client. Names are real. Numbers are verified. Click any story to read the full case study.

SHOPIFY · DTC ★★★★★
“Defended a $2.4M valuation premium in our exit.”
Before LedgerCPA, our books were a graveyard of QuickBooks dumps. Three years of “Amazon fees” lumped into one expense account. Returns hitting revenue. Inventory carried at landed cost in some months, FOB in others.

They rebuilt our chart of accounts around channels, fixed three years of broken COGS in five weeks, and gave us a clean trailing-twelve-month financial statement that the acquirer’s due diligence team couldn’t poke a single hole in. The book quality alone defended a $2.4M valuation premium. Worth ten times what they cost.
MR
Marisa Reyes
Founder & CEO
Sage House Goods · $14M DTC home brand · Brooklyn NY
$2.4M
Valuation premium defended
5 wks
To clean 3 years of books
14×
ROI vs. annual fees
AMAZON FBA · 9-FIG ★★★★★
“They found 17 points of margin we didn’t know we’d lost.”
We were growing 60% year over year and somehow making less money than the prior year. Couldn’t figure out why. Our old accountant kept saying “the books look fine.” They were fine — they just weren’t telling the truth.

LedgerCPA built us a SKU-level contribution margin report and showed us our four best-selling ASINs were actually losing money once you allocated FBA storage, long-term storage fees, and the new inbound placement service. We discontinued two SKUs, repriced one, renegotiated freight on another. Margins went from 12% to 29% in two quarters. They paid for themselves in the first week.
JK
Jordan Klein
Co-founder
Northwind Outdoor · Amazon-first outdoor gear · Austin TX
+17pts
Margin recovered
2 qtrs
From insight to lift
$340k
Annual P&L impact
MULTI-CHANNEL · 7-FIG ★★★★★
“They caught $48k in sales tax exposure before it became $200k.”
We crossed the economic nexus threshold in seven states without realizing it — Texas, Florida, California, Illinois, Pennsylvania, Washington, North Carolina. Nobody had been watching. Our first three quarters with LedgerCPA involved a lot of catching up.

They registered us in all seven, filed back returns under voluntary disclosure agreements, negotiated three out of four penalty waivers, and set up automated nexus tracking so this never happens again. The total back-tax exposure was about $48k. Without VDAs and a clean filing position, penalties and interest would have pushed that past $200k. I sleep at night now.
PA
Priya Anand
Founder
Wildform Wellness · DTC + Amazon supplements · Portland OR
7 states
Nexus cleaned up
$152k
Penalty exposure avoided
3 of 4
Penalties waived via VDA
Step one

Let’s see if your books
are telling the truth.

A free 30-minute call. No pitch, no upsell. Bring a recent P&L (or don’t) and we’ll tell you the three things we’d fix first.

Book your discovery call