What we do
[[FILL: company legal name]] provides bookkeeping and finance services for online sellers: monthly bookkeeping, catch-up and clean-up of past months, payout and fee reconciliation, inventory and COGS records, accounts payable, payroll preparation and reconciliation in your own payroll provider, contractor 1099 preparation, sales tax tracking, cash-flow forecasting, controller and fractional CFO reporting, and year-end packages your tax preparer can work from. [[COUNSEL]]
How we fit alongside your advisers
We prepare the books; your licensed advisers use them. Tax-return preparation and tax advice come from your tax preparer, legal advice from your attorney, and investment advice from your financial adviser. Audits and other assurance work on financial statements come from a licensed CPA firm. Our bookkeeping is built so each of them can work from clean, reconciled records. [[COUNSEL]]
We are a bookkeeping firm, not a CPA firm. Our monthly checks are an internal quality step: the books we prepare are not audited, and no review or compilation engagement under professional accounting standards is performed on them. [[COUNSEL: confirm this sentence is required and its wording]]
The information on this website
Our articles and answers explain bookkeeping for online sellers in general terms, as of the date shown on each page. Marketplace rules and tax rules change, so we link to the original source wherever we state one, with the date we checked it. For a decision about your own business, talk to your tax preparer or other licensed adviser, who can look at your full situation. [[COUNSEL]]
Samples on this website
Statements, reconciliations and dashboards marked "SAMPLE · DEMO STORE · NOT A CLIENT" use figures from a demo store, Demo Outdoor Co., to show what our reports look like. They illustrate format and are not results from a client.
Prices
The prices on this website are our published rates. Your written quote confirms the price and scope for your business before any work starts, and your engagement letter sets out the work we do together. [[COUNSEL]]
Working together
A client relationship begins when we both sign an engagement letter. Reading this website, emailing us or requesting a free books review starts a conversation; the engagement letter starts the work. [[COUNSEL]]
Platform names
We name Amazon, Shopify, eBay, Etsy, Walmart, TikTok Shop, QuickBooks, Xero, A2X and Link My Books to describe the platforms our clients sell and keep books on. We are an independent firm; these names are trademarks of their owners, who do not endorse us. [[COUNSEL]] [[VERIFY: confirm no partner or certified-advisor status to state]]
Questions
If anything here is unclear, email us at [[FILL: email]], or start with a free books review.