Services — Ecom & Retail Brands
Retail is fast and complex. Your finances shouldn't be a guessing game.
Ecom and retail businesses hit a point where spreadsheets and basic bookkeeping can't keep up. Inventory buys, sell-through detail, understanding contribution margin, dialing operations to meet demand — the complexity compounds. The result? You're making decisions on gut feel instead of real numbers.
The Core Problem
Three places where ecom finances break down.
Understanding true margins
- Product costs that change with order volume
- Platform fees that vary by channel (Amazon, Shopify, wholesale)
- Shipping and fulfillment eating into profits differently per SKU
- Returns and damaged goods that don't show up clearly in reports
Operations and finances disconnected
- Inventory counts don't match what's in your books
- Unsure when to reorder or cut underperforming products
- Sales are up but cash is tight — and you can't see why
Cash flow as a daily stress
- Money tied up in inventory ordered months ago
- Payment terms from suppliers vs. delayed payouts from platforms
- Profitable on paper but can't pay yourself consistently
What You Get
A Controller + Accountant team — built for product businesses.
This isn't just bookkeeping. It's a financial operations partnership designed for how ecom and retail businesses actually work.
- Multi-channel reconciliation (Shopify, Amazon, wholesale, retail)
- Clean, accurate books with proper COGS accounting
- Sales tax compliance across states
- Daily transaction categorization so nothing slips through
- Margin reports by product, channel, and SKU
- Cash flow forecasts tied to inventory and sales cycles
- Inventory turnover tracking and reorder recommendations
- Weekly financial reviews that show what's actually working
- Weekly cash position updates — no surprises
- Monthly reporting that connects operations to financial results
- Proactive alerts when margins slip or cash gets tight
- Strategic recommendations on pricing, product mix, and growth timing
Why This Works Differently
Reporting you can actually use.
Built for your business model
Most accounting firms send you a P&L and call it done. We build reports around your business — by product line, by channel, by customer type — so you can see exactly where money is made and lost.
We think like operators
We've worked with brands scaling from $1M to $10M+. We understand that "profit" doesn't mean much if your cash is stuck in inefficient inventory. We look at your business through an entrepreneur's lens, not a tax preparer's.
Focused on what's ahead
Clean books are table stakes. What matters is using that data to make better decisions about inventory, pricing, hiring, and growth timing. We help you see around corners.
Is This You?
This is for you if…
- You're doing $1M–$20M in revenue (sweet spot: $3M–$7M)
- You sell physical products across multiple channels
- You're past the startup phase but don't need a full-time internal team
- You want financial clarity without hiring an entire accounting department
- You're profitable on paper but still feel financially lost
What Happens Next
How we get started.
Financial Health Assessment
Before we touch your books, we diagnose the system. We evaluate 10 financial domains and deliver a prioritized action list — 15–30 items — with our recommendation on the top 5 to tackle first. This becomes the roadmap.
Cleanup (If Needed)
If your books are a mess, we fix them before moving into ongoing work. Cleanup ranges from 4–8 weeks depending on complexity. It's not fast — but it's necessary.
Ongoing Partnership
Once the foundation is clean, we move into a monthly cadence: your Accountant closes the books, your Controller analyzes and reports, and together we keep you ahead of what's coming.