E-commerce
Financial optimization for a US-based e-commerce company
Improved inventory cost tracking, multichannel revenue reporting, sales tax compliance, and forecasting for a Texas e-commerce business.
US-Based Company
Management team
E-commerce
01
The problem
- High SKU turnover made cost-of-goods-sold tracking unreliable.
- Shopify, Amazon, and eBay revenue data was difficult to consolidate.
- Sales tax rules varied across operating states.
- Forecasting did not reliably support seasonal restocking decisions.
02
The engagement
- Implemented FIFO inventory accounting in QuickBooks Online.
- Consolidated Amazon, eBay, and Shopify bookkeeping into Xero reporting.
- Set up multistate sales tax tracking and filing workflows.
- Built rolling cash-flow forecasting around sales history and restocking cycles.
03
Outcomes
- Inventory valuation became more accurate and actionable.
- Monthly close became faster through platform integrations.
- Sales tax filings were documented and completed accurately.
- Leadership gained better data for promotions and restocking.
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