Services Designed for
E-Commerce Businesses
Choose the accounting support that matches your current needs and growth plans
Back to HomeServices Built Around What You Need
Each service addresses a specific aspect of e-commerce accounting. Many clients work with us on multiple areas as their business grows and needs evolve. You can start with what matters most right now and expand from there.
All services include direct access to our team, monthly reporting, and ongoing support. We adapt our approach to your business model, sales channels, and growth stage.
E-Commerce Accounting
Complete accounting service for online retailers selling through multiple channels. We handle platform integrations, transaction reconciliation, fee tracking, sales tax management, and monthly financial reporting. Your books stay current and accurate without you spending hours on reconciliation.
What's Included:
- Direct integration with your marketplaces and payment processors
- Daily transaction reconciliation and deposit matching
- Multi-jurisdiction sales tax tracking and reporting
- Platform fee analysis and shipping cost allocation
- Monthly financial statements and management reports
- Direct team access for questions and support
Best For:
Businesses selling through two or more online channels who need clean, current books and want to stop spending time on reconciliation. Works for sellers using marketplaces like Amazon, eBay, Walmart, or e-commerce platforms like Shopify and WooCommerce.
Revenue & Sales Channel Analysis
Deep analysis of your revenue streams broken down by channel, product category, and customer segment. We analyze historical data to identify which parts of your business drive actual profit after all costs are considered. You get actionable insights about where to focus growth efforts.
What's Included:
- Revenue breakdown by sales channel and platform
- Product-level profitability after all fees and costs
- Customer segment analysis and purchasing patterns
- Seasonal trend identification across your channels
- Margin analysis comparing gross revenue to net profit
- Written summary with recommendations and insights
Best For:
Businesses planning expansion, evaluating which channels to invest in, or trying to understand why growth in revenue hasn't translated to growth in profit. Requires at least six months of historical transaction data to analyze.
Digital Transaction Reconciliation
Focused service that reconciles payment processor deposits to source transactions. We match every payout to the specific orders, refunds, and fees it contains. Discrepancies get investigated and resolved. You end up with clean transaction records you can trust.
What's Included:
- Daily reconciliation of payment processor settlements
- Transaction-level matching of orders to deposits
- Investigation and resolution of discrepancies
- Refund and chargeback tracking across processors
- Weekly reconciliation reports and summaries
- Clean transaction records maintained continuously
Best For:
Businesses that need accurate transaction records but don't require full accounting service. Works well if you have in-house bookkeeping handling most tasks but need help with the complex payment processor reconciliation aspect.
Combining Services
Many clients start with one service and add others as their business grows. Common combinations include e-commerce accounting for ongoing bookkeeping plus revenue analysis when planning expansion. Or transaction reconciliation initially, then full accounting service once the business reaches a certain size.
We can discuss which services make sense for your current situation and which might become relevant as your business evolves. The goal is providing what you need now while building a foundation that scales with growth.
If you're unsure which service fits your needs, a conversation helps clarify what would work well. We can review your sales channels, transaction volume, and business goals to recommend an appropriate starting point.
Choosing the Right Service
Start With E-Commerce Accounting If:
- • You sell through multiple channels
- • Your books are behind or inaccurate
- • You spend hours reconciling each month
- • You need monthly financial statements
Choose Revenue Analysis If:
- • You're planning expansion
- • Revenue grows but profit doesn't
- • You need channel comparison data
- • Product profitability is unclear
Use Transaction Reconciliation If:
- • Deposits don't match expectations
- • You need clean transaction records
- • In-house team handles most accounting
- • Payment processor complexity is the issue
Let's Talk About Your Needs
We can discuss your current situation, sales channels, and business goals to help determine which service would work well. No obligation to commit, just a straightforward conversation about what might help.
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