E-commerce Financial Services
From foundational bookkeeping to advanced tax optimization and M&A advisory—we provide the complete financial infrastructure your e-commerce business needs to scale.
Core Service Packages
Essentials
Perfect for startups and small businesses needing solid financial foundations and compliance
✓ Monthly bookkeeping and reconciliation
✓ Financial reporting (P&L, balance sheets)
✓ Expense categorization and tracking
✓ Basic compliance management
Monthly
Growth
Strategic financial oversight for growing businesses that need more than basic bookkeeping
✓ Everything in Essentials
✓ Advanced bookkeeping and job costing
✓ Monthly 1-hour financial health review call
✓ Accounts receivable/payable management
✓ Annual Federal and State Tax Filing
✓ Sales Tax Registration and Compliance
Monthly
Fractional CFO Suite
Full strategic partnership for 7-figure+ e-commerce empires seeking C-level financial leadership
✓ Everything in Growth
✓ Strategic financial planning and analysis
✓ Fundraising and investor relations support
✓ KPI and performance monitoring dashboards
✓ Oversight of financial operations and team
✓ Budgeting and cash flow forecasting
✓ Annual Federal and State Tax Filing
✓ Quarterly in-depth strategy sessions
Monthly
Add-On Services
Enhance your core package with specialized services tailored to your specific needs
E-commerce Integration
Shopify, Amazon, 3PL systems integration and optimization
Business Structuring
Tax-optimized restructuring solutions for U.S. and international companies expanding aka "Delaware Flips"
M&A Advisory
Due diligence, valuation, and strategic tax planning for deals
Corporation & LLC Formation
Business entity selection, formation, and EIN setup
Crypto Tax Consulting
Specialized tax planning and compliance for crypto transactions
Specialized E-commerce Services
Payroll Management
Complete payroll processing and compliance for your growing team
Annual Tax Filing (Standalone)
Federal and State tax preparation and filing services
Financial Records Clean-Up
One-time cleanup for businesses with disorganized books
IRS Representation
Professional audit response and IRS representation services
International Client Services
Specialized services for overseas businesses looking to establish and grow their presence in the US market
LLC Registration (International)
US entity formation for overseas clients with compliance guidance
US Bank Account Setup
Assistance with opening business bank accounts in the US
Delaware Flip Restructuring
Tax-optimized corporate restructuring for international businesses
Ready to Optimize Your
E-commerce Financial Structure?
Schedule a complimentary consultation to discover which services are right for your business and how much you could save
Helping you achieve financial success with expert guidance and personalized strategies.
Opening hours
Mon - Fri : 9AM - 5PM
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