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:

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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.

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