Ecommerce & Retail
Multi-channel Financial Intelligence
We optimize the complex financial layer of modern retail. From multi-channel inventory accounting to COGS optimization and platform fee reconciliation.
Multi-channel Inventory Accounting
Key Deliverables:
- Dedicated account manager & support channel
- Automated bank feed reconciliation
- Monthly accrual accounting & financial statements
- Real-time SaaS dashboard access
The Automated Close Workflow
Accurate, unified tracking of inventory assets across Shopify, Amazon, wholesale, and 3PL networks, ensuring your balance sheet is always audit-ready.
Bank & SaaS API Integration
AI-Assisted Transaction Mapping
Accurate Month-End Financials
COGS Optimization
Deep analysis of your Cost of Goods Sold. We identify margin leakage in supply chain costs, shipping, and fulfillment to structurally improve profit margins.
Key Deliverables:
- 3-statement financial modeling
- Monthly strategy meetings
- Board deck preparation & metric tracking
- Scenario planning & runway analysis
Pricing Tier:
Enterprise
Projected Runway
18.4 Months
Scenario A: Normal Hire
Scenario B: Aggressive Hire
Platform Fee Reconciliation
Automated clearing and reconciliation of massive transaction volumes across Stripe, PayPal, and merchant processors. Stop letting interchange fees eat your margins.
Key Deliverables:
- Quarterly estimated tax calculations
- R&D tax credit studies (SaaS/Tech)
- Entity structure optimization (LLC vs C-Corp)
- Federal & State tax return filing