Partnering with a CPA Firm to Handle Bookkeeping for Their eCommerce Clients

Industry

CPA Firm (eCommerce-Focused)

Services Provided

eCommerce Bookkeeping, Inventory Reconciliation, Sales Tax Reporting

Location

Austin, Texas

Engagement Duration

Since April 2024

The Challenge

This CPA firm handled tax and advisory work for 30+ eCommerce clients and struggled with:

  • Messy eCommerce Books: Shopify, Amazon, and Stripe data were poorly integrated.
  • Sales Tax Compliance Issues: Clients were exposed due to inaccurate nexus tracking.
  • Lack of Inventory Insight: COGS was miscalculated, hurting financial analysis.

Our Solution

We became their white-labeled eCommerce accounting team:

eCommerce Bookkeeping

  • Integrated QuickBooks Online with Shopify, Amazon, and Stripe.
  • Set up daily bank syncs, automated categorization, and reconciliation flows.

Sales Tax & Inventory Accuracy

  • Used TaxJar for real-time multi-state filing readiness.
  • Delivered accurate COGS and margin reports per SKU.

The Results

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

Metric Before After
Bookkeeping Accuracy Frequent Mismatches 98% Accuracy
Sales Tax Risk High Audit Exposure 100% Nexus-Ready
Inventory Insights Unavailable SKU-level Profitability Data

Key Takeaways

  • CPA firms serving online sellers benefit from deep eCommerce integrations.
  • Outsourced teams can reduce audit risk and improve profitability tracking.
  • Clean books open the door for better advisory work.

Client Testimonial

Our eCom clients now ask for our financials to make business decisions—not just for taxes.

Tax Partner, eCommerce CPA Firm

Austin

Simplify eCommerce Accounting for Your Clients

Clean books. Accurate margins. Smart sales tax compliance.

Schedule a Free Consultation Today

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