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:

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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.

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