Bookkeeping • Tax Planning • Sales Tax • Entity Structure • CFO Support
CPA-led accounting, tax strategy, and business structuring built for ecommerce brands
We support Amazon FBA sellers, Shopify brands, dropshippers, digital marketers, automation operators, and online coaches with clean books, proactive tax planning, and clear financial reporting.
Brands we work with
Trusted by ecommerce operators who want clarity, compliance, and a smarter financial strategy.
What We Do
Smart financial systems that drive confident decisions
Most ecommerce businesses don’t fail because of sales, they struggle because their numbers are unclear. We build accounting and tax systems that help you scale with control.
Ecommerce Bookkeeping & Reporting
Monthly bookkeeping
Categorized transactions so reports stay accurate and consistent.
Payout reconciliation
Match Amazon/Shopify deposits with fees, refunds, chargebacks.
Financial statements
Clean P&L and Balance Sheet you can trust monthly.
Profitability visibility
Understand margins, ad impact, and true net profit.
Tax Strategy & Business Structuring
Proactive tax planning
Reduce surprises by planning quarterly, not yearly.
Entity optimization
Choose LLC/S-Corp/C-Corp based on real numbers.
Owner compensation
Pay yourself correctly while staying compliant and efficient.
Write-off strategy
Capture eligible deductions without creating red flags.
Sales Tax & Compliance Support
Nexus clarity
Know where you owe sales tax based on activity.
Registration guidance
We guide the right states and the right timing.
Filing strategy
Keep deadlines and frequencies organized across states.
Risk reduction
Avoid penalties, notices, and compliance gaps.
Built for Ecommerce
Your books shouldn’t slow down your growth
Ecommerce accounting is different. Payout settlements, processor fees, refunds, chargebacks, inventory, and ad spend can distort your numbers fast. We clean up the chaos and build a reliable financial foundation—so you can scale with confidence.
01
Accurate numbers you can trust
Monthly reporting built on clean categorization and reconciliation.
02
Clear profitability by channel and product
See margins across Amazon, Shopify, ads, and SKUs.
03
Tax planning aligned to your growth
Quarterly strategy that reduces surprises and improves cashflow.
04
Systems that scale with your operations
Workflows that stay clean as volume and complexity grow.
05
Support that feels like in-house finance
Fast answers, proactive guidance, and clear next steps.
Why Choose Us
Ecommerce expertise your typical CPA firm doesn’t have
Generic firms treat ecommerce like any other business. We don’t. We work inside the realities of platforms, payouts, inventory, and fast-moving operations, so your financials stay clean as you scale.
Amazon & Marketplace Reconciliation
We reconcile settlements and payouts so your revenue, fees, and refunds are recorded correctly.
Shopify + Payment Processor Reporting
Stripe, PayPal, Shopify Payments—organized reporting that matches reality.
Inventory & COGS Support
Understand margins, true product profitability, and cash tied up in inventory.
Ad Spend & Profitability Visibility
Know what you’re really making after ads, fees, and fulfillment,not just top-line revenue.
Sales Tax Clarity
A structured approach to nexus, registration guidance, and ongoing compliance planning.
CPA-Led Strategy
You’re not just getting data entry—you’re getting proactive guidance and planning.
Years CPA-Led Support
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Business Growth
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Customers Helped
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Customer Reviews
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Plans
Choose the support level that fits your business
Whether you’re just getting organized or scaling fast—we’ll match you with the right level of bookkeeping, tax strategy, and CFO support.
Dropship CFO
Key Features:
- S-Corp or C-Corp Election Form
- Gusto Registration & Software Setup
- Annual (Q4) QBI Analysis
- Sales Tax Registration & Filings (Up to 5 States)
- Business & Individual Tax Return Prep
- Bookkeeping & Financial Statements
- Due Diligence / Exit Event (Free (w/ Partner))
- Slack Ongoing Support
Brand CFO
Key Features:
- Includes EVERYTHING in Dropship CFO
- Accounts Payable (Bill.com) Integration
- Sales Tax Registration & Filings (Up to 12 States)
- A2X Integration
- Advisory (CFO) Services
Scaled CFO
Key Features:
- Includes EVERYTHING in Brand CFO
- Sales Tax Registration & Filings - 48 (All) States
Testimonials
Turning Challenges into Success Stories
Clean books. Clear taxes. Better decisions.
Our Process
A simple system to get you organized and scalable
01
Diagnose
We review your books, platforms, and structure to identify gaps and quick wins.
02
Build
We clean up your accounting, align reporting, and implement an ecommerce-ready workflow.
03
Grow
We provide ongoing reporting, tax planning, and CFO-level guidance as you scale.
2K+
Ready for clean books and a smarter tax strategy?
If you’re tired of uncertainty, or worried about compliance, let’s fix it. We’ll help you understand your true numbers, reduce tax surprises, and build systems that support growth.
FAQS
Answers ecommerce owners ask before hiring a CPA
Yes. We support ecommerce businesses across Amazon FBA, Shopify, dropshipping models, agencies, and digital product operators. Our workflows are designed around payouts, fees, refunds, and multi-channel reporting.
Yes. We can handle catch-up and cleanup bookkeeping, then move you into a consistent monthly process with clear reporting.
Yes. We review your revenue, profit, and goals, then guide you on the best structure and timing for optimization.
We provide guidance on nexus and next steps, and help build a compliance plan. For filings, we can support the process depending on your needs and setup.
We work with standard ecommerce-friendly accounting workflows and can align your reporting with platforms like Amazon, Shopify, Stripe, PayPal, and more.
Apply for a free consultation. We’ll review your details, recommend the best path, and outline next steps.