Your free e-commerce books review, in writing.
Find out where your books stand with a free books review, channel by channel. Tell us about your store, and within 3 business days of access being set up you get it in writing: what's reconciled, what needs catching up, and the plan and price to fix it.
Read-only bank access · no card · no commitment
Books review — Demo Outdoor Co.
| Area | What we found | Status |
|---|---|---|
| Amazon payouts | Settlements matched through March | Needs catch-up from Apr |
| Shopify Payments | Payouts matched through June | ✓ Reconciled through Jun |
| eBay payouts | Payouts matched through March | Needs catch-up from Apr |
| Bank & cards | Statements matched through March | Needs catch-up from Apr |
| Inventory | Last counted at December year-end | Count needed |
| 1099-K | Last year's form not yet compared to sales | Tie-out needed |
Estimated catch-up: 3 months × $149 (April, May, June)
Recommended plan: Growth · $449/mo (3 channels, inventory and COGS)
SAMPLE · DEMO STORE · NOT A CLIENT
Then a monthly close from July.
What you receive.
A written review, sent within 3 business days of your access being set up.
- Status of every channel, month by month CHANNELS
- Months behind, and which ones CATCH-UP
- Inventory and COGS check INVENTORY
- 1099-K compared with your recorded sales 1099-K
- Recommended plan and monthly price QUOTE
- Catch-up estimate, priced per month behind QUOTE
Three steps to a written review.
Tell us about your store
The short form above. It takes your channels, your software and how far behind you are.
Set up access
We send a short list of invitations: read-only for your bank, cards and marketplaces, and a standard user seat in QuickBooks Online or Xero. You approve each one; we never ask for a password.
Get your review in writing
Within 3 business days: where your books stand, and the plan and price to fix them.
Your money stays in your hands.
About the free review
Is the review really free?
Yes. No charge, no card, and the written review is yours to keep whether or not you go ahead.
What happens after I get my review?
You read it and decide. If you want to go ahead, your quote is already in it: the plan, the monthly price and the catch-up estimate. Catch-up starts once you accept the quote in writing.
Do I have to sign up for a plan?
No. The review is yours to keep, and you choose whether to go further.
What access do you need?
Read-only access to your bank, cards and sales channels, and a standard user seat in your QuickBooks Online or Xero file. You send each invitation and approve it.
Which platforms and software do you work with?
Amazon, Shopify, eBay, Etsy, Walmart and TikTok Shop, in QuickBooks Online or Xero, with A2X or Link My Books.
See where your books stand — free.
Get a written review of every channel: what's reconciled, what's missing, and the exact price to fix it. No card, no commitment.
Get my free books review