We serve one industry.
On purpose.
E-commerce. That’s the entire list. Not “e-commerce and SaaS.” Not “e-commerce and consulting.” Specialization is the whole point. Within e-commerce, though, we go deep on five distinct models.
Product-based businesses have a different financial physics than service businesses.
Revenue is recognized differently. Inventory ties up cash before it earns any. Channel fees, returns, chargebacks, and reserves create a layer of complexity that simply doesn’t exist in a consulting or agency business.
A generalist CPA who handles a law firm in the morning, a restaurant at lunch, and your Shopify brand in the afternoon cannot give all three clients the same quality of attention. We chose one of them — and went deep.
Each model has
different accounting traps.
“E-commerce” isn’t one industry. A subscription brand’s books look nothing like an Amazon-only seller’s. Here’s how we approach each one.
Direct-to-consumer (DTC) brands
Owned-channel Shopify or BigCommerce stores. Founder-led, single-brand, heavy paid acquisition. Pre-revenue to $20M.
Channel-level contribution margin, ad attribution accuracy, return rates as a true expense, payment processor reserves.
Amazon-first sellers (FBA / FBM)
Brands that built on Amazon — and may or may not have a Shopify side. Tangled fee structure, settlement-period accounting.
A2X integration, FBA storage and removal fees, reimbursements, long-term storage hits, MAP/inventory placement.
Subscription & replenishment
Recharge, Skio, or Bold-powered brands. Recurring revenue, churn cohorts, deferred revenue accounting matters here.
Deferred revenue recognition, cohort LTV, true churn-adjusted MRR, prepaid annual plan accounting.
DTC + Wholesale hybrid
Brands selling through Faire, Shopify, and direct B2B wholesale. Two pricing structures, two AR cycles, two margin profiles.
Channel-mix margin analysis, wholesale AR aging, MOQ accounting, returns and chargebacks from retailers.
Marketplace aggregators & multi-brand operators
Operators running 3–30 brands under one corporate structure. Consolidated reporting, brand-level P&L, and roll-up accounting. We also support exit-prep work for brands being acquired by aggregators.
Consolidated and brand-level P&L, intercompany accounting, debt covenant reporting, lender-grade monthly packages.
Who we’re not the right firm for.
- → Service businesses. Agencies, consultancies, law firms, contractors. We don’t do those.
- → Restaurants and brick-and-mortar retail. Different operating model, different software stack, different expertise.
- → SaaS and digital products. No inventory, no shipping, no COGS in the way we mean it. There are better firms for you.
- → Pre-revenue brands. If you haven’t shipped a product yet, you need a bookkeeper, not us. We can refer one.
- → Individuals & personal tax. We only handle owner-comp planning for our existing brand clients.
If you sell physical goods
online, we should talk.
One 30-minute call. We’ll figure out together whether we’re a fit. If we’re not, we’ll tell you who to call instead.
Book your call