Existing Businesses
Omni-Channel Integration
As the business grows it becomes more necessary for the systems to talk to each other ensuring that no order is missed and inventory is accurate.
Nexus Reporting & Tracking
As you sell to more locations, ensuring Sales & Use Tax, and other Nexus Compliance become critical to the long term success and profitability.
Inventory Tracking
Multiple warehouses & fulfillment centers make it difficult to keep track of where your inventory is.
e-Commerce Accounting at Lightning Speed
As an e-Commerce business grows the operational complexity scales with it. High volume of transactions mixed systems that don’t talk to each other make scaling an ecommerce business difficult.
The keys to establishing operational efficiency as a business are:
Ensuring all Sales Channels are compliant with Sales & Use Tax requirements
Bringing in all order and inventory data to one place to ensure accurate sales & cost reporting, ensuring profitability.
Staying ahead of changing reporting requirements as the business sells to more locations and through more channels.
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Omni-Channel Bookkeeping
Bringing in your sales & accountanting data from your different sales channels becomes a challenge as more channels are added and grow. Bookkeeping goes from being a strictly accounting and data entry job to a data analysis job, requiring the use of business analytics tools and properly sift through your data to summarize and adequately report it.
Nexus Reporting & Tracking
Sales & Use Tax are reported in 48 of the 50 states, most having distinct rules & regulations. Since Quail v South Dakota in 2018, states have implemented Economic Nexus thresholds specifically for e-commerce sellers in other states.
Tracking the ever growing complexity of these requirements has become cumbersome and requires technology to adequately address. Some of the services necessary for e-Commerce businesses are:
Nexus Determination
Sales & Use Tax Reporting
Sales Tax Rate Tracking based on Destination or Origin
Inventory Tracking
As the business grows inventory follows, whether that is expanding or adding warehouses or using fulfillment services such as Amazon FBA and other 3PLs. Ensuring that your systems are synced so that inventory is sold through any channel ensure adequate rotation which boost profitability.
Single Source of Truth Inventory
Cross channel Inventory Sync
Accurate Cost tracking with landed costs
Scaling Stores
Frequently Asked Questions
We partner with various solutions such as QuickBooks, Xero, Avalara, Stripe, Shopify and others to your processes. When necessary we’ll bring in specialist to fill in the gaps to implement the systems that are best for your business.
Our clients mainly use Shopify, Amazon, Etsy, Walmart, EBay. Though we have experience working with a variety of niche channels.
When beginning work we will do a Risk Assessment as part of our new client onboarding. This will help us identify any Tax items that maybe out of compliance we will then work with you to get them fixed.
Yes, during new client onboarding, we will identify a scope of work for any clean-up work that we have to do including bookkeeping and income tax amendments.
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