Ecommerce bookkeeping services

The monthly close

FAQ

Ecommerce bookkeeping questions we get asked

What do you need from us to start?

View-only access to your accounting file and your sales channels, your last few months of statements, and whatever purchase and freight detail you have for inventory. If the cost data is thin, we'll tell you exactly what to pull rather than guessing at it.

Do you clean up the past, or only go forward?

Both are options and they're scoped separately. Cleanup is a defined project with a start and an end — usually reconciliations, inventory, and the balance sheet accounts that were never tied out. Ongoing close work starts once the base is trustworthy.

Which accounting system do you work in?

QuickBooks Online for most ecommerce clients, paired with a settlement tool for channel data and your inventory or OMS system as the source of unit movement. If you're on something else, we'll say plainly whether it's worth keeping.

When do we get our reports each month?

We commit to a close date — typically 5–7 business days after month-end — and you get the P&L, balance sheet, and cash flow along with a short note on what moved and why. Books closed on time, every time, is the whole point.

Do you file our taxes?

We're not a tax firm. We keep the books in a state where your CPA can file from them without a back-and-forth, and we'll work directly with your tax preparer at year-end. If you need a referral, we'll make one.

Is this only for ecommerce businesses?

No — we work with SaaS, agencies, professional services, construction, healthcare, restaurants, and nonprofits too. Ecommerce and inventory is simply where we go deepest, because that's where the accounting gets hardest.