For ecommerce brands doing $500K to $10M, I reconcile every channel and settlement, roll landed cost into COGS, and hand you a channel-level P&L you can run the business on. Set up in QuickBooks or Xero, and kept accurate month to month.
Ecommerce books come down to a handful of things that have to be right. These are the ones I build around.
Amazon and Shopify pay you net of fees, returns, and reserves. I reconcile every settlement to its detail so gross sales, fees, and refunds land in the right accounts.
Freight, duty, tariffs, and 3PL costs roll into inventory and capitalize with the goods. They release as each unit sells, so gross margin reflects what the products truly cost.
DTC, Amazon, and wholesale are tagged from day one. You read profit by channel in one click, so you see which one carries the business.
Shopify Payments, PayPal, Stripe, and Amazon each reconcile to the bank deposit line. Refunds and chargebacks land in the right period, so your cash always ties to your books.
Fulfillment, storage, long-term, and reimbursement lines each map to the right accounts. Your reports stay reliable month to month, so a fee change or new surcharge shows up before it quietly eats your margin.
I track where you cross economic nexus and set up automated filing, or bring in a specialist partner. Returns get handled the moment you owe them, before penalties stack up.
The books close on a set day, and the read on your business stays close at hand.
Books closed on a set day every month, so numbers are ready when you need them.
Profit by channel, plus a clean P&L and balance sheet built for how you sell.
Gross margin that includes freight, duty, and 3PL, so it holds up to scrutiny.
A one-page read of margin, cash, and what moved, in plain language.
Set up right by someone proficient the tools, and wired to the channels you sell on.
Certified ProAdvisor
Configured with an ecommerce chart of accounts from day one.
Certified Partner
The same clean setup on the platform you prefer.
Certified
Amazon and Shopify settlement data flows into clean journal entries.
Start where it fits your business today. Each step can lead into the next, and most brands begin with the audit.
One-Time
from $1,500
Ecommerce chart of accounts, QuickBooks or Xero, A2X, and your channels wired up and migrated.
One-Time
scoped to backlog
Behind on the books? I catch you up to an audit-ready baseline, then move you into monthly close.
Ongoing
from $750/mo
Reconciliation, landed-cost COGS, channel P&L, and a summary, closed on a set day each month.
Monthly pricing scales with channels and volume, from $750 for a single channel up to $5,000 for full multi-channel and wholesale. Each additional marketplace adds a set fee.
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A short path from first call to a clear read on your business.
A 30-minute look at your setup and books. I tell you straight where the gaps are and whether you need a cleanup, a fresh setup, or you're ready for close.
I connect your QuickBooks or Xero through my accountant suite, link A2X, and set the chart of accounts and channel mapping. You hand it over one time and step back.
You get an audit-ready baseline and your first channel P&L inside the first month, then it runs on a set close date without you chasing it.
Merchant Sheets is my finance practice for ecommerce operators, and I keep your books myself, from setup through every monthly close. You work with me directly, not a rotating offshore team.
I’m a certified QuickBooks ProAdvisor and Xero partner, A2X certified, and I hold the FMVA and FPAP designations from the Corporate Finance Institute.
Clean books are the foundation for everything forward-looking, so when you’re ready for it, the same data feeds straight into fractional CFO support.
A 30-minute look at your current setup, where the gaps are, and what a clean month looks like. Book a call to see if it fits.
Certified on the platforms your books run on, and trained in the financial modeling underneath.
Weighing your options? A 30-minute diagnostic is the fastest way to know if it fits.
Monthly bookkeeping and close runs from $750 a month for a single channel up to about $5,000 for full multi-channel and wholesale, priced by channels and volume. A one-time setup starts at $1,500, and cleanup is quoted against your backlog.
Both. I’m a certified QuickBooks ProAdvisor and a certified Xero partner, so you stay on the platform you prefer, set up with an ecommerce chart of accounts either way.
A2X pulls your Amazon and Shopify settlement data into clean journal entries so gross sales, fees, and refunds reconcile to the bank. For a multi-channel brand it saves hours each month and keeps COGS accurate, and I’m A2X certified to set it up right.
I track where you cross economic nexus and flag when you need to register. Filing runs through an automated solution like Numeral, or a recommendation for specialist sales-tax partner, so it’s handled without you touching it.
Yes. Cleanup is a fixed-fee project scoped to your backlog. I catch you up to an audit-ready baseline, then move you into monthly close.
Bookkeeping records and reconciles what happened. Fractional CFO work takes those numbers and decides what to do next: pricing, inventory, spend, and cash. Clean books make the CFO work sharper, and I offer both.
