E-commerce & Retail
Inventory, margins, sales tax, and multi-channel books that actually reconcile.
Selling online and in-store creates a tangle of payment processors, marketplaces, inventory, and sales-tax obligations. We untangle multi-channel e-commerce and retail books so you know your real margins — by product and by channel.
Challenges we see in e-commerce & retail
The financial pain points that hold businesses like yours back — and that generic bookkeeping rarely solves.
Inventory & COGS
Accurate inventory and cost of goods sold are the difference between knowing your margins and guessing.
Multi-channel reconciliation
Shopify, Amazon, Stripe, PayPal — each settles differently and has to reconcile to the bank.
Sales tax & nexus
Selling across states creates nexus and filing obligations that add up fast if ignored.
Thin, variable margins
Fees, shipping, returns, and discounts quietly erode the margins you need to track closely.
How we help
The way we set up and run your finances so the numbers work as hard as you do.
Inventory & margin tracking
COGS and inventory handled correctly so product- and channel-level margins are clear.
Channel reconciliation
Every processor and marketplace reconciled to your bank — no mystery deposits.
Sales-tax compliance
Nexus tracked and filings kept current across the states you sell in.
Profit-focused reporting
Reporting built around the metrics that protect thin retail margins.
Services that fit
The engagements we most often pair for e-commerce & retail.
Free checklist
The QuickBooks Cleanup Checklist
A step-by-step checklist to get messy QuickBooks books accurate, reconciled, and tax-ready — without missing a thing.
Let’s talk about your e-commerce & retail business
Tell us where you are and where you’re headed. The first consultation is always free — and you’ll leave with an honest read either way.