Every line item
an e-commerce brand needs.
We’re a full-stack accounting partner — bookkeeping, tax, advisory, and audit-prep — but tuned specifically for product-based, multi-channel businesses. Here’s the menu.
Bookkeeping & accounting
Monthly close · accrual basis
A real P&L, balance sheet, and cash flow statement by the 10th of the following month — tied out to every platform, not just QuickBooks.
↗ → 02Channel-level revenue reporting
Shopify, Amazon, TikTok, Etsy, Walmart, wholesale — broken out separately so you know which channel is actually paying its rent.
↗ → 03Inventory & COGS accounting
Landed cost calculations, FIFO/weighted-average tracking, in-transit inventory, and proper contra-COGS handling for returns.
↗ → 04A/P, A/R, and bill pay
Optional bolt-on. Bill.com setup, vendor management, payment cadence, and weekly approval flow run by us.
↗ → 05Catch-up & cleanup bookkeeping
For founders who haven’t closed books in 6, 12, or 36 months. We unwind it and hand you back clean, file-ready financials.
↗Tax
Federal income tax returns
1120, 1120-S, 1065, Schedule C — whatever your entity is. Built around inventory, not professional services.
↗ → 07State income tax & franchise
Multi-state filings for brands with nexus in 10, 20, or 40 states. We map nexus quarterly so nothing sneaks up on you.
↗ → 08Sales tax nexus & registration
Economic nexus tracking, voluntary disclosure agreements where you’re already late, and ongoing filings through Avalara or TaxJar.
↗ → 09R&D tax credits
Custom packaging, proprietary formulations, in-house dev work — many DTC brands qualify and miss out. We do the study + the filing.
↗ → 10Entity structure & planning
S-corp election timing, LLC vs. C-corp for raising capital, owner comp strategy, and quarterly estimated payments done right.
↗ → 11IRS & state audit defense
If your number comes up, we’ll be the ones on the call. We’ve handled sales tax audits in 14 states and three federal exams.
↗Advisory & fractional CFO
13-week cash flow forecasting
The single most useful number an e-commerce founder can see. We build it, you read it weekly, we update it monthly.
↗ → 13SKU-level margin & contribution analysis
Which SKUs deserve more ad spend. Which deserve to be discontinued. We tell you with real numbers, not vibes.
↗ → 14Inventory financing & PO planning
Modeling for inventory loans, factoring lines, and supplier payment terms. We help you decide when to order and how big.
↗ → 15Annual budget & quarterly re-forecast
A real operating plan you can hand to a lender, a board, or an investor — and that survives contact with reality.
↗ → 16KPI dashboards & monthly review
CAC, LTV, contribution margin, inventory turn, cash conversion cycle. Custom dashboards reviewed with you monthly.
↗Transaction support
Quality of earnings (sell-side)
If you’re being courted by an aggregator or PE roll-up, we get your numbers buyer-ready so you don’t lose value at the diligence table.
↗ → 18Due diligence support (buy-side)
Looking to acquire a brand? We’ll evaluate the target’s books, COGS, sales tax exposure, and recurring revenue claims.
↗ → 19Investor & lender financial packages
GAAP-style monthly reporting packages that bankers and equity investors actually take seriously.
↗ → 20Audit & review readiness
Getting ready for your first reviewed or audited financials? We do the prep so the external auditor has nothing to push back on.
↗From “first call”
to “first close” in 14 days.
You don’t have time for a 90-day onboarding. Here’s the four-stage process that gets us closing your books inside two weeks.
Discovery
A 30-minute call. Bring your latest P&L if you have one. We tell you what we’d fix, not what we’d sell.
Diagnostic
Two-week deep dive into your books, channels, and inventory. You get a written findings memo even if you don’t sign on.
Onboarding
Chart of accounts rebuild, integrations wired up, prior-period cleanup scoped. Partner assigned and introduced.
Monthly rhythm
Books close by the 10th. Partner-led review by the 15th. Quarterly strategy call. Year-end tax planning starts in Q3.
Honest, scoped, monthly.
Engagements start at $1,800/month for early-stage brands and scale based on revenue, channels, and SKU count. No surprise invoices, no hourly billing games.
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