Books And Tax That Keep Up With Your Channels
- Three levels of service.
- One standard of work.
- Every price quoted after a discovery call.
Every ecommerce business is different, and the differences aren’t cosmetic. A brand selling on one channel and a brand selling on five are running two different accounting operations. Publishing one price would mean overcharging some businesses and quietly under-serving others — so we quote you after we understand your situation, not before.
These monthly plans are for ecommerce founders looking to completely outsource their monthly accounting and annual income tax returns. You’ll need a minimum annual revenue of $1 million, or be on pace to hit that number based on your current monthly revenue, to qualify.
The plans below show the three levels of service we deliver. The work itself is scoped to your business. Book a new client intro call for monthly accounting 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.
The Standard Of Work, At Every Level
The level you choose sets cadence, speed and access. It never changes how carefully the work is done. What’s actually in scope for your business is listed in your proposal — this is the kind of accounting we do:
- Accrual accounting — revenue recognition, COGS, inventory and deferred revenue
- Every close checked by a CPA before it reaches you
- If the IRS or your state ever sends a letter about a return we filed, Protection Plus takes it on — tax professionals licensed to deal with the IRS for you — and we stay in the middle so you’re not sorting it out alone
- Profit and loss by sales channel
- Federal and state income tax returns for the business
- We learn how your business actually runs — every channel, processor, payout schedule and seasonal quirk — and keep it documented, so your close stays consistent and nobody starts from scratch when someone’s out
- Reconciliation of every bank, card, processor and clearing account
- An annual tax-planning session for the business
If that letter ever comes, handling it costs you nothing extra, whichever level you’re on — that’s not a moment to be selling you something. Quoted separately, because it’s different work: catching up books that are behind, amending a return, anything on returns filed before us, and running your AP, AR or payroll.
Sales tax is its own discipline, and we don’t pretend otherwise. Registrations, nexus and filings go to one of two specialist firms we partner with — we make the introduction and stay in the loop, so your sales tax and your books don’t drift apart.
What Changes Between Levels?
Not how much accounting you get — how fast it lands, how quickly we answer, and how much of your CPA’s time is yours. Your proposal sets the scope of the work; the level you pick sets the cadence, speed and access.
† We hit these close dates when we have your access, documents and answers by the 3rd business day. First response means a person, not an auto-reply — 9 to 5 Eastern, and same day means by 2pm.
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Basic Compliance
Accurate books and filed returns, on a schedule you can plan around. Choose this if your main concern is having monthly financials for accurate tax return preparation. |
Guided Growth
The same books, closed sooner, with a quarterly working session on what they're telling you. Choose this if you make a handful of real decisions each year — pricing, an inventory buy, a new channel, owner pay — and want them made on current numbers. |
Priority Advisory
Monthly guidance and the fastest access we offer, for brands where a slow answer costs money. Choose this if you're deciding something most months — financing, inventory, channel expansion — and waiting a quarter to talk it through isn't an option. |
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|---|---|---|---|
| Books Updated | Monthly | Every two weeks | Weekly |
| Numbers Final By | 20th business day† | 15th business day† | 10th business day† |
| What That Buys You | Books you can file, decide from, and take into a lender conversation. | Closed early enough to act on the quarter you're still in. | Last month's result in hand while this month can still be changed. |
| Talk Directly With A CPA | Once a year, at your tax-planning session | Every quarter, 60 minutes | Every month, 60 minutes |
| Reporting Walkthrough | Annual Loom | Quarterly Loom | Monthly Loom |
| First Response | Within 2 business days† | Within 1 business day† | Same business day† |
| How You Reach Us | ClientHub portal and mobile app | ClientHub portal and mobile app | ClientHub, plus a direct line to your CPA when something can't wait |
Basic Compliance Plan
Simple, tax-ready financials and compliance support for straightforward operations.Schedule a new client intro call for an exact service quote.
Services
- Monthly bookkeeping
- Accrual basis revenue recognition and COGS
- 20th business day close
- Standard P&L
- Annual Income Tax Meeting
- Weekly Response Time
- Team-Based Compliance Support
- Federal + 1 State Income Tax Return
- Basic Audit Protection
- Monthly financial analysis video
- Entity level tax planning
- Custom reporting
Technology
- QuickBooks Online
- A2X accounting integration
- 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
Guided Growth Plan
Stronger financial reporting for growing brands with regular advisory meetings.Schedule a new client intro call for an exact service quote.
Services
- Bi-Weekly bookkeeping
- Full accrual basis accounting
- 15th business day close
- P&L by channel
- Quarterly advisory meeting
- 48 hour response time
- Quarterly CPA guidance & team support
- Federal + 2 state income tax returns
- Premium audit protection
- Monthly financial analysis video
- Entity level tax planning
- Custom reporting
Technology
- QuickBooks Online
- A2X accounting integration
- ClientHub portal with mobile app for streamlined communication and secure file sharing
- Payroll system support for QBO integration
Support
- 48 hour support for income tax and bookkeeping questions through ClientHub
- Loom video walkthrough of your monthly financial reports with insights and comparative analysis
- 60 minute quarterly advisory call with a CPA
Priority Advisory Plan
Premium, investor-ready financials for scaling operations. Highest level of service and support.Schedule a new client intro call for an exact service quote.
Services
- Weekly bookkeeping
- Full accrual basis accounting & deferred revenue
- 10th business day close
- P&L by channel
- Monthly advisory meeting
- 24 hour response time
- CPA-led advisory relationship
- Federal + multi-state income tax returns
- Premium audit protection
- Monthly financial analysis video
- Entity level tax planning
- Custom reporting
Technology
- QuickBooks Online
- A2X accounting integration
- ClientHub portal with mobile app for streamlined communication and secure file sharing
- Payroll system support for QBO integration
Support
- 24 hour response through your preferred communication channel
- Loom video walkthrough of your monthly financial reports with insights and commentary
- 1 hour monthly advisory call with a CPA
What’s Actually In The Walkthrough?
A Loom is a short screen-recorded video — your financials on screen, us talking through them. Watch it when it suits you, pause it, replay the part you didn’t follow, forward it to a partner or a lender.
Every one follows the same format, so you learn where to look:
- Your profit and loss and your balance sheet, read line by line — not handed over
- Common-sized, so you see each number as a share of revenue, not just whether it went up
- Compared month over month, so you see what moved — and we dig into the ones that matter
- Patterns we’re seeing across other ecommerce brands, always anonymized, when they’re relevant to you
Reading a P&L is a skill nobody hands a founder. Most check net profit and move on. Plenty never open the file at all and treat it as something the accountant needs at tax time. Basic Compliance gives you financials that are correct — you review, accept or send questions. The walkthrough is what turns them into something you use.
The call works the same way. We bring what we think you should be looking at, and ask about what we’re seeing in your numbers. You bring whatever’s on your mind. Nobody has to fill an hour.
Where Personal Tax Fits
Your monthly plan covers the business: its returns, and planning at the business level — entity structure, owner compensation, timing.
Your personal return and your personal tax planning are a separate engagement, quoted per owner. That isn’t us carving out extra billing. A business with two owners can have one who wants personal planning and one who already has someone — so there’s no honest way to fold it into a single monthly price the business pays. Ask on the intro call and we’ll quote it alongside the monthly number, so you see both before you decide anything.
Technology, Every Level
What Moves Your Price?
Sales channels – the big one
Sales & order volume
Payment gateways
Bank & card accounts
Transaction count
Inventory complexity
Financing in place
Partners & shareholders
U.S. residency status
Months of books behind
Bring us your channels, your entity structure and your last close. We’ll give you a straight answer on whether we’re the right fit and you’ll get an exact monthly quote after a discovery call.
Income tax only? Book that call instead.
