Industry — E-commerce

CPA, Tax & Advisory for E-commerce & DTC Brands

Built for Shopify and DTC brands, Amazon and Walmart sellers, subscription boxes, marketplace resellers, and omnichannel operators who need real margin by SKU — not a guess after marketplace fees, refunds, and ad spend have eaten the quarter.

About the industry

Marketplace fees, 40-state nexus, and inventory that never ties to the books.

E-commerce brands don't fail on sales — they fail on visibility. Shopify payouts that don't match orders, Amazon settlement reports nobody reconciles, COGS computed off a spreadsheet from last year, and a sales-tax footprint that quietly grew to dozens of states while revenue scaled.

We work with Shopify and DTC brands, Amazon FBA/FBM and Walmart Marketplace sellers, subscription and replenishment models, wholesale-plus-DTC hybrids, and the agencies and aggregators sitting alongside them.

From SKU-level margin and landed-cost accounting to multi-state sales-tax nexus and registration, marketplace facilitator reconciliation, inventory valuation under §263A and §471, and clean accrual books for the next lender or acquirer — we run the back office a real brand needs, at the speed e-commerce actually moves.

E-commerce & DTC Brands illustration
SKU
Margin & landed cost
40+
State nexus handled
FBA
Settlement reconciliation
ASC 606
Refund & reserve logic

What we deliver

Accounting, Audit & Assurance Services for E-commerce & DTC Brands

Built for Shopify and DTC brands, Amazon and Walmart sellers, subscription boxes, marketplace resellers, and omnichannel operators who need real margin by SKU — not a guess after marketplace fees, refunds, and ad spend have eaten the quarter.

E-commerce Bookkeeping & Margin Reporting

Channel-native bookkeeping across Shopify, Amazon, Walmart, Etsy, and wholesale — payout-to-order reconciliation, marketplace fee mapping, and weekly contribution-margin reporting by SKU, channel, and campaign so you know which products actually make money.

Sales Tax, Nexus & Multi-State Compliance

Economic-nexus tracking across all 45+ sales-tax states, registration and filing calendars, marketplace-facilitator vs. direct-sale splits, and VDAs to clean up prior periods before a state finds you first.

Inventory, COGS & §263A

Landed-cost builds (freight, duty, packaging), inventory valuation under §471 and UNICAP, shrink and write-down reserves, and a cost of goods sold figure that ties to your 3PL's reports — not a plug at year-end.

Income Tax & Entity Strategy

Entity selection and S-corp timing for founder-owned brands, R&D credits on product development, QBI optimization, and multi-state income apportionment as remote teams and inventory spread across the country.

Financials for Lenders & Acquirers

Accrual-basis, audit-ready financial statements for SBA and working-capital lenders, aggregators, and strategic buyers — including ASC 606 treatment of refunds, gift cards, and subscriptions that survives diligence.

Fractional CFO for Scaling Brands

Cash-flow forecasting around inventory buys and seasonality, ad-spend and CAC payback modeling, pricing and promo margin analysis, and board-grade reporting for brands raising or preparing for exit.

Stop overpaying. Start strategizing.

Book a 30-minute strategy call. Walk away with three moves you can make this quarter.