CFO & Advisory Services for Scaling Ecommerce Sellers
Helping 6- and 7-figure sellers get tax-ready books, clear insights, and a trusted growth partner.
Who I Help & What I Deliver
If your Shopify, Amazon, or WooCommerce store generates $300K+ annually, I help you go beyond basic bookkeeping. You’ll get tax‑ready books, clear financial insights, and proactive guidance so you can make confident growth decisions without stressing over the numbers.
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Monthly financial performance reviews
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Revenue strategy & profitability insights
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Cash flow forecasting and expense monitoring
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Year‑round tax planning and compliance
What’s Included in CFO & Advisory
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Advanced bookkeeping & reconciliations for ecommerce (A2X, Stripe, PayPal, Amazon/Shopify payouts)
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KPI & margin reviews tailored to online retail
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Budgeting, forecasting, and cash flow planning
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Tax planning & preparation (EA) integrated with your books
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Monthly review call and action plan
(Best fit for established ecommerce sellers at $300K+ in annual revenue.)
How It Works
- Discovery Call – We discuss your business, current challenges, and goals to see if we’re the right fit.
- Financial Review – I review your books, reports, and systems to identify cleanup needs or process improvements.
- Onboarding & Setup – We connect your sales channels (Shopify, Amazon, WooCommerce), payment processors, and accounting software.
- Monthly CFO Support – You receive clear financial reports, KPI tracking, and strategy calls to keep your business growing.
- Year-Round Tax Care – As an Enrolled Agent, I handle proactive tax planning and your year-end filing so you avoid surprises.
(Designed for serious sellers looking to scale with confidence and clarity.)
FAQs
Q: Do you work with smaller ecommerce sellers?
A: My CFO & Advisory services are designed for established ecommerce businesses generating $300K+ in annual revenue. This ensures we can deliver high-level financial strategy and tax planning that creates a measurable ROI for your business.
Q: Can you also handle my tax returns?
A: Yes — as an Enrolled Agent, I can prepare and file your federal and state tax returns. I also provide proactive tax planning throughout the year to reduce your overall liability.
Q: Do you manage sales tax filings?
A: I don’t file sales tax returns directly. Instead, I help you integrate and monitor tools like TaxJar, Avalara, or Shopify Tax so that sales tax compliance is automated and accurate across multiple states.
Simplify Your Finances. Scale With Confidence.
Running a successful ecommerce business is complex — but your finances don’t have to be. With my CFO & Advisory services, you’ll have clean, tax-ready books, proactive tax planning, and clear insights to make smart decisions all year long.
