Industry Specialty: D2C & Retail

E-Commerce Accounting
That Understands COGS.

Stop relying on cash-basis guesswork. We untangle Shopify payouts, reconcile Amazon reserves, calculate landed costs, and give you true visibility into your SKU-level profitability.

The Retail Trap

Why E-Commerce breaks normal bookkeepers.

If your bookkeeper logs a Shopify payout as a single line of "Revenue", they are fundamentally misreporting your sales, hiding your processing fees, and messing up your sales tax.

A Standard CPA Will...

  • Look at a $9,500 bank deposit from Shopify and book it all as "Sales". (Ignoring that gross sales were $10,000, refunds were $200, and fees were $300).
  • Expense your inventory purchases the day you pay the supplier, crushing your margins in ordering months and inflating them later.
  • Completely ignore Amazon Seller Central holds and rolling reserves, causing major cash flow discrepancies.
  • Mix up collected Sales Tax as top-line revenue, leaving you with massive unexpected tax liabilities.

Qepex E-Com Books Will...

  • Use clearing accounts to split every payout into: Gross Sales, Discounts, Refunds, Shipping Income, Sales Tax, and Merchant Fees.
  • Run proper accrual accounting for inventory. Purchases go to the Balance Sheet as Assets, and move to COGS only when the item is sold.
  • Calculate Landed Cost (Product + Freight + Customs + Prep) so you know your exact unit margin before marketing spend.
  • Track Sales Tax liabilities dynamically across different state nexus thresholds.

The D2C Finance Suite

Our complete accounting infrastructure designed specifically for multi-channel brands, inventory management, and high-volume transactions.

A. Multi-Channel Reconciliation

Clearing Account Management

We map Shopify, Amazon, WooCommerce, PayPal, Stripe, and Afterpay into dedicated clearing accounts. This ensures that a payout hitting your bank is perfectly reconciled against the hundreds of individual transactions it represents.

Deliverable

Zero-balance clearing accounts and accurate gross revenue reporting.

Fee & Discount Isolation

We separate promo codes, gift card usage, shipping income, and merchant processing fees into their own distinct P&L line items so you know exactly what is eating into your margins.

B. Inventory & Landed COGS

Accrual Inventory Accounting

You shouldn't show a massive loss in May just because you ordered Q3 inventory. We book purchases as Assets, and execute monthly Journal Entries to move costs to COGS based on exactly what was sold that month.

Outcome

Smooth, accurate Gross Margins that match your sales cycle.

Landed Cost Calculation

The cost of your product isn't just the factory invoice. We factor in freight, customs, duties, and 3PL prep fees into your COGS to give you your True Unit Margin.

C. Sales Tax & Nexus Tracking

Liability Segregation

When a customer pays $100 + $8 tax, we ensure that $8 never touches your Revenue lines. It is immediately parked in a Sales Tax Liability account so you are ready to remit it to the state.

D. The Month-End Close

Strict 10-Day Close Cycle

We run a disciplined close tailored to e-commerce. Bank reconciliations, inventory COGS adjustments, Amazon reserve tracking, and marketing spend accruals are locked down to deliver your clean P&L.

The Modern D2C Stack

We build automated bridges between your storefronts, your inventory management systems, and your ledger.

Ledgers

  • QuickBooks Online
  • Xero
  • NetSuite

Sales Channels

  • Shopify
  • Amazon Seller Central
  • WooCommerce
  • Walmart

Connectors

  • A2X
  • Synder
  • Link My Books

Inventory (IMS)

  • Cin7 / DEAR
  • Katana
  • TradeGecko
Implementation

Onboarding & Clean-Up

Phase 1: Architecture & Integration

Weeks 1-2

We audit your current accounting instance. We connect A2X/Synder to Shopify and Amazon, set up your clearing accounts, and restructure your Chart of Accounts to isolate COGS from OpEx.

Phase 2: Historical Clean-Up

Weeks 3-4

If you have messy historical data, we fix it. We tie out your bank balances, fix opening inventory values, and reconcile past clearing account discrepancies.

Phase 3: Ongoing Monthly Operations

Month 2 Onwards

We enter our steady rhythm. Daily transaction coding, A2X payout reconciliations, monthly inventory COGS adjustments, and our strict month-end close delivering your true E-Com P&L.

D2C Pricing

Scale Without The Bloat

Get an elite finance function for the fraction of the cost of an internal team.

Single Channel

For growing Shopify or Amazon brands.

Starts $699/mo

  • A2X/Synder Integration
  • E-Com Chart of Accounts
  • Monthly COGS Adjustment
  • 1 Sales Channel (e.g. Shopify)
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Most Popular

Multi-Channel

Full accrual accounting for omnichannel.

Starts $1,299/mo

Confirmed in writing

  • Up to 3 Sales Channels
  • Advanced Landed COGS tracking
  • Multi-gateway reconciliation
  • Amazon Reserve accounting
  • Monthly Financial Pack
Select Plan

M&A / Clean-up

One-time sprints to fix historical mess.

Custom /project

  • Historical transaction coding
  • Clearing account tie-out
  • Rebuilding historical COGS
  • Due Diligence Data Room prep
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Focus on growth.
We'll handle the math.

Stop guessing your true gross margin. Get retail-native financial operations today.