Accounting Support for CPA Firm Serving DTC & Influencer Brands

Industry

CPA Firm (Direct-to-Consumer & Influencers)

Services Provided

Revenue Attribution, Payouts, Sales Tax, Inventory Sync

Location

Los Angeles, California

Engagement Duration

Since December 2023

The Challenge

CPA firm clients (influencers and DTC brands) had:

  • Platform Chaos: Income came from Shopify, Amazon, Etsy, and affiliate tools.
  • Untracked Inventory Costs: Product margins were unclear.
  • Delayed Payouts & Filings: No consolidated view of income and expenses.

Our Solution

We streamlined eCommerce + creator accounting:

Revenue Attribution & Sync

  • Integrated Amazon, Shopify, YouTube, Patreon, and Meta Ads.
  • Tagged revenue by channel and product.

Sales Tax & Inventory

  • Managed Avalara sales tax compliance across 20+ states.
  • Tracked inventory COGS per SKU for every drop.

The Results

After just six months of working with us, the business experienced tangible improvements:

Metric Before After
Revenue Attribution Manual/Incomplete Automated by Channel/SKU
Sales Tax Filings Risk of Non-Compliance 100% Automated via Avalara
Monthly Close Time 2–3 Weeks 4 Days

Key Takeaways

  • DTC and influencer clients require channel-specific revenue tracking.
  • Inventory management must be paired with accurate sales tax filing.
  • CPA firms gain a competitive edge with retail-ready reporting.

Client Testimonial

Your team helped us deliver influencer-level insights—fast, clean, and brand-ready.

CFO, CPA Firm Serving DTC Brands

LA

Accounting for Creators, Brands & Influencers

From Shopify to YouTube—we track it all.

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