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:
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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