Outsourced Bookkeeping for E-commerce & Retail — Shopify, Amazon & Stripe Reconciled, Sales Tax Handled

Yes. We strongly recommend A2X (or Link My Books) for any seller doing meaningful volume on Shopify, Amazon, eBay, Etsy, or Walmart Marketplace. These tools split each marketplace settlement into its accrual-accurate components: gross sales, refunds, marketplace fees, sales tax, FBA inventory adjustments. They then post the journal entry to QBO. We set them up correctly during onboarding (most clients arrive with poorly-configured A2X) and reconcile them monthly. If you're not on one of these tools yet, we'll quote the setup as part of the engagement.

We run a current-state nexus analysis at onboarding using historical sales data. We identify states where you've crossed the economic-nexus threshold. We advise on registration vs. voluntary disclosure for past-due exposure. We register you where appropriate and coordinate filings through your sales-tax software (TaxJar, Avalara, Anrok, Numeral). For NJ-based sellers, we also handle the NJ resale certificate and any in-state physical-presence considerations. Sales tax is one of the highest-risk and most ignored areas for growing e-commerce businesses. We treat it as a core part of the engagement.

Yes. The right inventory method depends on your business. Perpetual makes sense for high-SKU or FBA-heavy sellers using Cin7, Inventory Lab, or similar. Periodic with monthly true-up works for low-SKU operations. We implement either and reconcile inventory monthly to the operations system of record. We recognize COGS at the time of sale (not at the time of purchase). That gives you a real gross margin number you can rely on for decision-making.

Yes. We use QBO classes (or Locations) to track each sales channel separately. Marketplace fees, ad spend, and any channel-specific costs are allocated to that channel. The result is a contribution margin by channel. You can see whether Amazon is actually more profitable than Shopify after FBA and PPC costs. You can also see whether wholesale margin is worth the lower revenue.

Yes. Each marketplace and processor — Amazon, Shopify Payments, Stripe, PayPal, Shop Pay — issues a Form 1099-K. The IRS uses these to detect underreporting. We reconcile each 1099-K to your books at year-end so the gross-receipts number on your tax return matches (or has documented reconciling items). This single reconciliation addresses the most common driver of the CP2000 1099-K mismatch notice e-commerce sellers receive. It also helps you respond quickly if one arrives.

Pricing scales with channel count, monthly transaction volume, and inventory complexity. A single-channel Shopify seller doing under $1M annual revenue typically runs $500–$900/month. A multi-channel seller (Shopify + Amazon + wholesale) doing $3M–$10M runs $1,200–$2,800/month. Catch-up work on back months is quoted as its own one-time project. Once we scope your channels on a free discovery call, you get a fixed monthly fee.

ProAxis starts with a free scoping call and a read-only look at your current file. The monthly fee is documented in a written engagement letter before any work begins. At onboarding we connect bank feeds, correct what needs it, and reset inventory to actual. We also fix a poorly configured A2X or Link My Books feed. A nexus analysis on your historical sales data runs at onboarding too. Then we pick up the monthly cycle. Nothing is needed from your current bookkeeper beyond file access — we handle the transition mechanics.