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Retail & E-Commerce Bookkeeping

BOOKKEEPING FOR RETAIL STORES & E-COMMERCE

You move the product. We'll track every sale, every channel, and every dollar so you know what's actually driving your bottom line.

Industry Challenges

THE FINANCIAL HEADACHES YOU'RE ALREADY DEALING WITH

Inventory Numbers Never Match

What your system says you have and what's actually on the shelf are two different things. Between shrinkage, returns, and manual errors, inventory tracking gets messy fast. We reconcile your inventory costs so your books reflect reality.

Sales Tax Across Multiple Channels

Selling in-store, on Shopify, through Amazon, and at pop-ups means different tax rules for different channels. Miss a filing and you're dealing with penalties. We track taxable sales by channel and keep your sales tax current.

POS and Payment Reconciliation

Square, Shopify, Stripe, PayPal. Every platform takes its cut and deposits on its own schedule. Reconciling what you sold against what actually hit your bank account is a headache. We match every transaction so nothing slips through.

Knowing Your True Cost of Goods

Wholesale costs, shipping, packaging, returns. Your true cost of goods sold is more than just what you paid for the product. We track all the costs that go into getting product to your customer so you see your real margins.

Super knowledgeable, professional, and easy to work with. Jordan is passionate about helping businesses stay organized and grow. If you're looking for someone trustworthy to handle your numbers, look no further!

Matthew M.

Retail Business Owner, Pittsburgh

What We Handle

TAILORED SERVICES

Inventory cost tracking and COGS reporting
Multi-channel sales reconciliation
Sales tax tracking and filing preparation
POS and payment processor reconciliation
Vendor payment and purchase order management
Return and refund tracking
Cash flow forecasting
Monthly P&L and Balance Sheet

Common Questions

FREQUENTLY ASKED QUESTIONS

Yes. We work with all major retail platforms including Shopify, Square, Clover, Lightspeed, and WooCommerce. We'll connect your sales channels to QuickBooks so transactions flow in properly, and we reconcile everything monthly to make sure the numbers match your bank deposits.

We track your taxable and non-taxable sales by channel and jurisdiction. If you're selling online and hitting nexus thresholds in other states, we'll help you understand your obligations and prepare accurate filings. Sales tax gets complicated fast when you sell across state lines.

We track your inventory costs using the method that makes sense for your business, whether that's FIFO, average cost, or specific identification. This gives you an accurate cost of goods sold on your P&L and a reliable inventory value on your balance sheet.

Yes. We reconcile sales from every channel you sell through: your website, Amazon, Etsy, in-store POS, wherever. Each platform reports differently and takes different fees, so we normalize everything into clean QuickBooks entries that show your actual revenue by channel.

Our plans start at $399/month for Essentials. Most retail businesses fit best in our Growth plan, starting at $599/month, which includes deeper reporting and strategy calls. High-volume retailers typically use our Scale plan, starting at $1,199/month. Your exact price depends on your specific situation.

READY TO GET YOUR RETAIL & E-COMMERCE BOOKS IN ORDER?

Book a free Financial Health Check and see exactly where your business stands. No pressure, no jargon. Just a clear picture of your finances. 100% satisfaction guarantee your first month.

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