The Challenge

A CPA firm serving eCommerce brands had clients with:

• Recurring Revenue Confusion: No clear view of monthly vs. annual plan revenue.
• Sales Tax Risk: Multi-state subscriptions created nexus risks.
• Inventory Gaps: COGS wasn't matching product cycles or shipping delays.

Our Solution

We built a recurring-revenue eCom accounting workflow:

Subscription & Tax Management

• Integrated Recharge, Shopify, and Stripe into QuickBooks.
• Automated Avalara-based multi-state tax filings.

Inventory & Shipping Alignment

• Tracked COGS per box drop, factoring in variable shipping and bundling costs.
• Built dashboards showing churn, LTV, and CAC by product tier.

The Results

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

Key Takeaways

• Subscription brands need revenue clarity and tax compliance.
• CPA firms benefit from automated COGS and recurring revenue tracking.
• Outsourced teams reduce in-house stress during peak months.

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