Client Profiles
How can you relate to one of our clients? Ecommerce business have unique needs. Everyone is at a different stage of growth, which means different services for each client. That’s why our pricing plans range from tax-only clients, to much more complex clients that need more advanced services, reporting and communication.
The examples below are listed below are intended to demonstrate the different types of clients we work with. This is not a comprehensive list.
Where does your story fit on this page? Book a new client intro call to get started today and become one of our many happy clients who is has clean books, pays less tax and has a trusted advisor in their corner.
Seller Type: Wholesale Reseller
Industry: Pool Supplies
Revenue: $5 million
Platforms: Amazon US, Walmart
Technology: QBO, A2X
Services: Monthly bookkeeping, income tax returns
Client Summary: Seller owned a related business and due to wholesale relationships decided to try selling products he could obtain at wholesale prices. He quickly saw success and knew he needed professional help. His local CPA told him he needed a specialist in ecommerce so he setup a call with us and he knew it was a perfect fit. Now we deliver the books on a monthly basis and prepare his income tax returns annually.
Seller Type: Wholesale reseller
Industry: Construction industry supplies and apparel
Revenue: $3 million
Platforms: Amazon US
Technology: QBO, A2X, Finale Inventory, Gusto
Services: Monthly bookkeeping, income tax returns, tax planning
Client Summary: Wholesale seller saw early success with reselling products sourced from various suppliers. Moved from a non-Amazon CPA who completed tax returns only to our firm. We implemented QBO with Finale Inventory as an inventory management system and integrated A2X with Finale for automated and highly accurate COGS. Completed historical import of 18 months of data to QBO. Converted seller from LLC to S corp and advised on reasonable compensation. Seller realized $17k in tax savings in initial year.
Seller Type: Brand owner
Industry: Sporting goods
Revenue: $2.5 million
Platforms: Amazon US, Shopify
Technology: QBO, A2X, Gusto
Services: Monthly bookkeeping, income tax returns, tax planning, advisory
Client Summary: Brand owner started his brand while fully employed. Had no accounting system. We implemented QBO, completed a historical import of data, provide classified P&L. Completed conversion of LLC to S corp for maximum tax savings after brand owner left W-2 job to focus on growing the brand.
Seller Type: Wholesale reseller
Industry: Construction industry supplies and apparel
Revenue: $3 million
Platforms: Amazon US
Technology: QBO, A2X, Finale Inventory, Gusto
Services: Monthly bookkeeping, income tax returns, tax planning
Client Summary: Wholesale seller saw early success with reselling products sourced from various suppliers. Moved from a non-Amazon CPA who completed tax returns only to our firm. We implemented QBO with Finale Inventory as an inventory management system and integrated A2X with Finale for automated and highly accurate COGS. Completed historical import of 18 months of data to QBO. Converted seller from LLC to S corp and advised on reasonable compensation. Seller realized $17k in tax savings in initial year.
Seller Type: Arbitrage seller
Industry: Industry agnostic
Revenue: $2.5 million
Platforms: Amazon US, Amazon Canda, Amazon Mexico
Technology: N/A
Services: Income-tax only
Client Summary: Arbitrage seller who does their own bookkeeping. Had worked with a local CPA for tax prep for several years. Client felt that the CPA didn’t fully understand what he was doing when it came to preparing a Schedule C for this business. He switched to our firm and during our first year doing income tax for this client, we identified a $125K error. We pointed out the error to the client and did an amendment resulting in over $40k in federal and state income tax refunds.
Seller Type: Wholesale reseller
Industry: Kitchen
Revenue: $5 million
Platforms: Amazon US, Amazon Canada, Shopify
Technology: QBO, A2X, Gusto
Services: Monthly bookkeeping, income tax returns
Client Summary: Seller was working with a local CPA and dreaded the annual income tax return preparation. He had no books and relied on bank account balances and providing reports to his CPA during tax season in what resulted in a very long and painful tax prep process. Our firm stepped in to provide monthly bookkeeping and annual tax planning. We completed an 18 month history import to QBO and filed the prior year S corp tax return that was on extension and the owner’s personal tax return. We found a significant understatement of basis and made the adjustment on the business tax return. Now books are delivered monthly and tax time is a breeze for the seller.
Seller Type: Brand owner
Industry: Beauty
Revenue: <$1 million
Platforms: Amazon US, Shopify
Technology: QBO, A2X
Services: Monthly bookkeeping, income tax returns
Client Summary: Seller started her beauty brand and quickly saw success. She new she needed to find someone who would be able to keep track of her books while she focused on growing the business. We stepped in just months after she started the business and filled in the historical transactions in QBO just in time for year-end so she was ready for tax filing the following year. Her business has grown 45% top line year-over-year and continues to maintain a 30% net profit margin despite increases in add spend to fuel growth.
