FAQ
The questions everyone asks before booking.
Are you a CPA?
I'm a bookkeeper, not a CPA. Bookkeeping = transaction categorization + monthly close. Tax filing = CPA work. Most sellers need both, and clean books make CPAs cheaper.
What about cash vs accrual?
Default cash basis (most e-com sellers under $5M revenue). I can do accrual if your CPA prefers it (+$50/mo).
How do you handle Etsy fees?
Etsy fees are categorized as 'Merchant Account Fees' (deductible). The Etsy Payments deposit ≠ revenue — I split out fees, taxes, refunds correctly.
What if I sell on Amazon too?
Same approach, slightly more complex (Amazon FBA fees, storage, advertising). Multi-channel is +$50/mo per additional channel.
Sales tax?
I track and provide quarterly sales tax summaries. I don't file (that's your accountant or TaxJar). I'll set up TaxJar/Avalara handoff if you don't have one.
Refund?
Cancel anytime, prorate the month. If your accountant rejects the books, full credit back.
Still curious?
Send a message via the intake form. Replies inside 24h.
Book a 15-min books-health call →