Bookkeeping & sales tax for ecommerce brands.

For Shopify DTC brands and Amazon, Walmart, and Etsy sellers that have outgrown DIY bookkeeping or their first bookkeeper and owe sales tax in more than one state. One U.S. team closes your books, files sales tax in every state you owe, prepares your returns, and gives you CFO-level guidance as you grow.

Sound familiar?

The moments that bring brands to us.

01

You crossed nexus in new states

Sales grew past a state's economic nexus threshold and you are not sure where you now owe. We map every state, register in the right order, and take over the filing calendar.

Sales tax, all 50 states
02

Your books are months behind

Payouts, fees, and refunds never got matched to deposits. A one-time catch-up gets you current, quoted before we start, and then we close every month.

Accounting & bookkeeping
03

A state notice just arrived

We triage the notice, respond to the state, and resolve it, and where past exposure is significant we can pursue a Voluntary Disclosure Agreement.

Sales tax, all 50 states
04

You outgrew your first bookkeeper

You need clean monthly numbers you can decide on, a named accountant who knows your books, and CFO-level guidance as you scale.

Fractional CFO

Where you sell

Built around how you sell.

Shopify & DTC

Shopify, Stripe, and PayPal settlements matched to bank deposits every month, so revenue, fees, and refunds tie out.

Amazon, Walmart & Etsy

Amazon settlements reconciled, and we track which states treat Amazon, Etsy, or Walmart as the responsible party for sales tax, then structure your registrations to match.

Every state you sell into

Ongoing economic and physical nexus monitoring, so you register before you owe, with returns filed and payments remitted through each state's portal.

What's included

One team for the whole back office.

Accounting & bookkeeping

From $99/mo

Monthly close, reconciliations, and financials you can actually run the business on.

  • Monthly categorization + reconciliation
  • QuickBooks Online or Xero
  • P&L, balance sheet, cash flow
  • Year-end tax package included
Accounting & bookkeeping: full details

Sales tax, all 50 states

$99/mo + $29 per filing

Registrations, filings, nexus monitoring, and notice response across every state.

  • Registrations in all 50 states
  • Monthly, quarterly, annual returns filed
  • Continuous nexus threshold monitoring
  • State transcript monitoring included
Sales tax, all 50 states: full details

Business tax returns

From $1,350/return

1120, 1120-S, 1065, and state returns prepared and filed by experienced tax professionals.

  • Federal + state returns filed
  • Form 5472 for foreign-owned LLCs
  • K-1s prepared for partners
  • Extensions handled proactively
Business tax returns: full details

Fractional CFO

From $2,000/mo

Forecasting, cash strategy, and board-ready reporting without a full-time hire.

  • 13-week cash flow forecasting
  • Budget vs. actual reporting
  • Unit economics & pricing analysis
  • Investor and lender reporting packs
Fractional CFO: full details

How it starts

From first call to every month after.

  1. 01

    Free 30-minute call

    Tell us where you sell, which states you ship to, and how current your books are. We map the right services for your brand.

  2. 02

    Nexus study & catch-up

    We map every state where you have economic or physical nexus today, and quote any bookkeeping cleanup before we start.

  3. 03

    Run it every month

    Books closed and financials delivered by the 15th, sales tax returns filed in every state, and deadlines owned by us rather than tracked by you.

FAQ

Questions brands ask first.

What is economic nexus?

An obligation to collect sales tax in a state based on revenue or transaction volume, even without a physical presence. Every state sets its own threshold.

What about marketplace facilitator states?

We track which states treat Amazon, Etsy, or Walmart as the responsible party and structure your registrations accordingly.

Do you handle historical exposure?

Yes. When historical liability is significant, we can pursue a Voluntary Disclosure Agreement to cap look-back periods and waive penalties.

How is pricing structured?

A flat $99 per month for every client. State registrations are $99 each and filings are $29 each. Notice responses start at $29 per notice, and additional state work (calls, written responses, amendments) is billed from $75 per hour. Audit representation is quoted per case. You get a firm quote before we file.

Can you catch me up if I'm behind?

Yes. A cleanup engagement gets your prior months current before we start the monthly service. We quote it before starting.

Do you handle accrual accounting?

Yes. Most clients start on cash and move to accrual as they scale, and we will tell you when it is time.

Is tax return preparation included?

Bookkeeping and tax returns are separate services, but they are designed to hand off cleanly to each other.

Book a free call

Let's look at your states.

A free 30-minute call. Tell us where you sell and where your books stand, and we will map the right services for your brand.

All 50 U.S. states · Founders worldwide