E-commerce
E-commerce accounting and CFO services
Outsource your e-commerce accounting to experts who understand online retail: Shopify, Amazon, Walmart and multichannel sellers.
Reviewed by Calvin Wu, CPA (inactive) · Updated October 2026
In short
E-commerce accounting, inventory and marketplace reconciliation from a founder who has taken an online brand through an exit.
ChannelsShopify, Amazon, Walmart, eBay
ToolsQuickBooks, Xero, A2X
Key metricsContribution margin, COGS, inventory turns
Exit experienceFounder-side e-commerce exit
Sound familiar?
Multiple channels, payment processors and inventory systems
Traditional accountants often miss the complexity of online retail. That’s where we come in.
- Marketplace payouts that never match your sales reports
- COGS and inventory that are guesses, not numbers
- Profitable-looking revenue with thin real margins
- No clear view of what the business would be worth at sale
What we do
Our services for e-commerce companies
01
E-commerce bookkeeping
Integrations with QuickBooks, Xero and A2X for accurate, timely data.
02
Inventory and COGS tracking
Landed costs, margins and profitability by SKU and channel.
03
Marketplace reconciliation
Payouts, fees, refunds and reserves reconciled across channels.
04
Cash flow forecasting
Plan inventory buys and ad spend without cash crunches.
05
Sales tax visibility
Sales by state to support nexus tracking with your tax advisor.
06
CFO, advisory and exit planning
Strategy to scale, improve profitability and maximize business value.
The metrics we track
Reporting built around your business model
Every monthly package includes reporting on the numbers that actually drive value in your industry.
Contribution marginCOGS per unitInventory turnsReturn rateAd spend ratioAOVChannel mixCash conversion cycle
From the founder’s side
We’ve built and sold an e-commerce brand
In 2018, Calvin Wu guided a consumer e-commerce company through a successful exit. We bring that operator’s view of margins, inventory and valuation to every e-commerce client.
Calvin truly has a multiplier effect on whatever you are working on, and in our case he took a solid business model and turned it into a large multiplier exit.
How it works
From first call to monthly clarity in three steps
Book your free call
We discuss your model, revenue streams and current challenges.
Onboarding and clean-up
We organize your books, set up reporting and integrate your tools.
Monthly finance partnership
Accurate numbers, strategic advice and peace of mind, month after month.
FAQ
E-commerce finance questions
What is contribution margin in e-commerce?
Contribution margin is revenue minus COGS, shipping, payment and marketplace fees, and variable marketing. It shows what each order actually contributes to fixed costs and profit, and it is often far lower than gross margin suggests.
How do you reconcile Amazon and Shopify payouts?
We use tools such as A2X to break each payout into sales, fees, refunds and reserves, then reconcile it to the bank deposit, so revenue and fees are recorded accurately in your books.
Can you help prepare an e-commerce brand for sale?
Yes. We clean up financials, normalize earnings, strengthen inventory and margin reporting, and support quality of earnings and buyer diligence through our exit planning service.
Next step
Finance support built for e-commerce
Book a free 30-minute consultation. We’ll review your current setup and recommend the right package.
