Explore Our Monthly Accounting Plans
Every ecommerce business is different. The variations include sales volume, order volume, number of sales channels, payment gateways, number of bank accounts and credit cards, number of transactions, financing used, partners or shareholders involved, and everything in between. It would be an insult to the unique circumstance of each client to think that we could box you into a single price without knowing your unique situation.
What you should know is these monthly plans are for ecommerce founders looking to completely outsource their monthly accounting and annual income tax prep. A business typically needs to have hit a monthly revenue run rate of at least $50,000 per month to comfortably afford our minimum monthly fee.
The plans below are meant to give you an idea of the services we provide. They are divided into three unique packages. Book a new client intro call for monthly accounting today and get an exact quote.
Interested in income-tax only? We can help with that too. Just book a new client intro call for income-tax only.
Compliance
A monthly accounting and annual income tax plan ideal for clients whose primary objective is tax compliance.Schedule a new client intro call for an exact service quote.
Services
- Monthly accrual basis accounting for all your e-commerce sales on marketplaces we support such as Amazon, TikTok, Walmart, Etsy, eBay and your D2C sales on Shopify.
- Financial statements delivered by the 20th business day of each month end prior month's activity.
- Federal and State business tax returns seamlessly prepared and filed from you books professionally kept by us
- Audit Protection for federal and state business income tax returns that we e-file
- Annual tax planning session to optimize your tax savings
- Key Performance Indicators and Enhanced Reporting to monitor your most important metrics
Technology
- QuickBooks Online industry leading small business accounting software.
- A2X integrated with QuickBooks Online account and your sales channels
- ClientHub portal with mobile app for streamlined communication and secure file sharing
- Payroll system support for QBO integration
Support
- Once weekly support for income tax and accounting questions through ClientHub
- Loom video walkthrough of your monthly financial reports with insights and commentary
- Strategy call with a CPA
Growth
A monthly accounting and annual income tax plan ideal for clients whose primary objective is tax compliance and tax reduction who don't need advanced reporting or priority support.Schedule a new client intro call for an exact service quote.
Services
- Monthly accrual basis accounting for all your e-commerce sales on marketplaces we support such as Amazon, TikTok, Walmart, Etsy, eBay and your D2C sales on Shopify.
- Financial statements delivered by the 15th business day of each month end prior month's activity.
- Federal and State business tax returns seamlessly prepared and filed from you books professionally kept by us
- Audit Protection for federal and state business and personal income tax returns that we e-file
- Annual tax planning session to optimize your tax savings
- Key Performance Indicators and Enhanced Reporting to monitor your most important metrics
Technology
- QuickBooks Online industry leading small business accounting software.
- A2X integrated with QuickBooks Online account and your sales channels
- ClientHub portal with mobile app for streamlined communication and secure file sharing
- Payroll system support for QBO integration
Support
- Twice weekly support for income tax and bookkeeping questions through ClientHub
- Loom video walkthrough of your monthly financial reports with insights and commentary
- 60 minute quarterly strategy call with a CPA
Scale
A monthly tax, accounting, and advisory plan ideal for clients who want advanced reporting, priority support or who have complex inventory management needs.Schedule a new client intro call for an exact service quote.
Services
- Monthly accrual basis accounting for all your e-commerce sales on marketplaces we support such as Amazon, TikTok, Walmart, Etsy, eBay and your D2C sales on Shopify.
- Financial statements delivered by the 10th business day of each month end prior month's activity.
- Federal and State business tax returns seamlessly prepared and filed from you books professionally kept by us
- Audit Protection for federal and state business and personal income tax returns that we e-file
- Quarterly tax planning session to optimize your tax savings
- Key Performance Indicators and Enhanced Reporting to monitor your most important metrics
Technology
- QuickBooks Online industry leading small business accounting software.
- A2X integrated with QuickBooks Online account and your sales channels
- ClientHub portal with mobile app for streamlined communication and secure file sharing
- Payroll system support for QBO integration
Support
- 24 hour response time for income tax and accounting questions through ClientHub
- Loom video walkthrough of your monthly financial reports with insights and commentary
- 1 hour monthly strategy call with a CPA
Book a Call Today
If you are interested in becoming a new client, the best way to get in touch with us is to book an appointment for a new client intro call. Many sellers have questions about sales tax, which we do not handle as a stand-alone service. Please read this article if you have questions about sales tax.
If you are looking for a new CPA firm and just have general questions about the services we offer and pricing, please click on the links below to read.
Services we offer:
The best way to get started is to make an appointment. If there are none available, please send us a message here or call and we’ll get something set up for you.
For all other inquires, please fill out the contact form and we’ll get back to you.
Phone: +1 703-457-1706 Fax: 703-829-1203
7918 Jones Branch Drive, 4th Floor
Tysons, VA 22102