Services
Choose the Right Level for Your Business
Three service tiers built around where you are as an operator. Pricing is provided after a free assessment.
Core
For 1–3 channel operators
Monthly Accounting
- Full monthly bookkeeping and bank reconciliation
- Multi-platform settlement reconciliation
- Online accounting system setup, configuration, and ongoing management
- Chart of accounts designed for marketplace operations
- Payment processor integrations (Shopify Payments, PayPal, Stripe)
Tax Compliance
- GST/HST filing and compliance management
- Sales tax tracking across applicable jurisdictions
- Year-end corporate and personal tax preparation
- CRA deadline management and proactive reminders
Reporting and Reviews
- Monthly financial statements (P&L, balance sheet, cash flow)
- Channel-level profitability summary
- Quarterly strategic review calls
Growth
For operators scaling across channels
Everything in Core, plus:
SKU-Level Margin Intelligence
- Product-level profitability analysis after platform fees, fulfillment costs, and ad spend
- True landed cost tracking
- Margin trend reporting
- Channel comparison analysis
Cash Flow and Inventory Planning
- Rolling cash flow forecasts tied to inventory cycles
- Seasonal capital planning
- Cash conversion cycle tracking
- Reorder timing recommendations
Marketing and Performance
- Advertising ROI analysis by channel and campaign
- ACOS/TACOS tracking integrated into financial reporting
- Custom real-time dashboard
Strategic Advisory
- Monthly strategic calls
- Proactive alerts on margin changes, cash flow risks, and compliance deadlines
Advisory
For operators planning expansion
Everything in Growth, plus:
CFO-Level Partnership
- Bi-weekly strategic planning calls
- Priority CPA access with same-day response
- Proactive deadline and risk management
Growth and Expansion Support
- Expansion modeling for new channels, marketplaces, and geographies
- Growth scenario analysis
- Entity structuring guidance for cross-border operations
Investor and Stakeholder Readiness
- Investor-ready financial packages and reporting
- Board-level executive dashboards
- Due diligence preparation support
International Expansion Add-Ons
Available for Growth and Advisory tiers. Designed for sellers moving into U.S., EU, and UK markets, and for international businesses entering Canada.
US Expansion Pack
- Multi-state sales tax nexus assessment and registration
- State-level sales tax compliance and filing
- US marketplace facilitator rule management
- Amazon.com and Walmart US settlement reconciliation
EU Expansion Pack
- UK and EU VAT registration and compliance
- VAT filing and return management
- Amazon EU marketplace reconciliation
- Import duty and customs documentation support
Multi-Market Pack
- Combined US and EU compliance management
- Global accounting consolidated into single Xero environment
- Multi-currency reconciliation
- Cross-border transfer pricing documentation
Canadian Market Entry For international sellers
- Canadian entity structuring guidance
- GST/HST registration and compliance setup
- Canadian marketplace accounting
- Provincial sales tax compliance
- Integration with existing international accounting systems
Getting Started
A structured onboarding process from first contact to active delivery.
- 01
Free Assessment
Tell us about your platforms, channels, and current accounting situation.
- 02
Custom Proposal
We deliver a detailed proposal within 48 hours, scoped to your operation.
- 03
Onboarding
Structured 2–4 week onboarding: system setup, data migration, and workflow handoff.
- 04
Ongoing Delivery
Monthly close, reporting, compliance, and strategic advisory on your tier.
Ready to See Your True Margins?
Request a free assessment and receive a custom proposal within 48 hours.
Request a Free Quote