BOOKKEEPING FOR ECOMMERCE BRANDS
Your books are a mess.
Let’s fix that - for good.
We help Shopify and multi-channel brands clean up months of backlogged books, get set up properly in QuickBooks, and stay on top of their numbers - without the year-end panic.
“I have never said about an accountant “they are delightful to work with.” There’s a first for everything — Jonathan is delightful to work with! He’s delightfully efficient, professional, accurate, and communicative.”
TRUSTED BY
Trusted by founders who needed it done right.
Real clients. Real results. No year-end panic.
A SaaS startup came to us with over 1,000 unreconciled transactions, negative bank balances in QuickBooks, and a P&L that didn't reflect reality. We audited their entire books — income, COGS, expenses, balance sheet, and every bank and credit card account — and delivered a clear remediation plan before their numbers caused a real problem.
1,000+
Unreconciled transactions identified
1 review
Full diagnostic, clear action plan
6 accounts
Bank & credit cards reconciled
CREDENTIALS
HOW IT WORKS
From messy books to clean financials - here’s how we get there.
Every engagement starts the same way: we listen first, then we look at the books, then we fix what’s broken. No surprises, no jargon.
STEP 1
Discovery Call
We start with a free 20-minute call to understand your business, your current books situation, and what you actually need before we propose anything.
STEP 2
Initial Review
We audit your existing books - P&L, Balance Sheet, bank accounts, chart of accounts and give you a clear picture of what’s wrong and what it will take to fix it.
STEP 3
Cleanup & Setup
We fix the books. Whether that means reconciling months of backlog, setting up QBO from scratch, or integrating Shopify - we do the work and show you the result.
Ready to get your books in order?
Start with a free 20-minute discovery call. No pressure, no jargon.
STEP 4
Ongoing Support
Once the foundation is solid, most clients move to ongoing monthly bookkeeping and other services, so their numbers are always current, and ready when the need them.
WHAT WE HELP WITH
Behind on your books or unsure if the numbers are right? We clean up historical data, fix errors, and bring everything current so your financials are accurate and reliable again.
Monthly bookkeeping that keeps your accounts reconciled, organized, and ready—no scrambling at tax time and no second-guessing your numbers.
Clear, timely reports that show where your money is going, what’s profitable, and what needs attention—without accounting jargon.
We set up QuickBooks the right way from the start, tailored to how your business actually operates, so reports reflect reality—not guesswork.
Projections and scenarios to help you plan growth, manage cash flow, and understand the financial impact of decisions before you make them.
Accurate contractor reporting handled correctly and on time, so you stay compliant without the headache.