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?

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