- Industries
- Retail & eCommerce
Bookkeeping, Tax & CFO Support for Retail and eCommerce Brands
Financial clarity that protects your margins, strengthens your cash flow, and fuels profitable growth.
Running a retail or eCommerce brand means constant movement — inventory orders, shipping, returns, marketing spend, daily sales reports, and customer fulfillment.
Margins shift every day. Cash flow rises and falls with ad performance. A single oversight in inventory or COGS can wipe out profit for an entire month. If your numbers aren’t clear, you’re running your store blind. And running blind is expensive. At Profit Matters, we keep your books clean, your inventory organized, and your tax strategy proactive so you can focus on growing your brand — not untangling spreadsheets.
Retailers and eCommerce founders choose us because clarity protects profit. Messy numbers destroy it.
Financial challenges of Retail & eCommerce:
We understand the pressures product-based businesses face:
And here’s the truth: If your books aren’t right, your margins, your tax plan, and your growth strategy aren’t right either.
How Profit Matters helps Retail & eCommerce Brands
We build a financial system that shows you exactly where your money is going — and how to get more of it back.
Day-to-Day
Accuracy
- We keep your numbers clean, your systems synced, and your business organized.
- Categorize sales by channel
- Weekly reconciliation of banks, loans, payments, and merchant processors
- Clean integration with Shopify, Amazon, Stripe, PayPal, WooCommerce, Square, and more
- Track COGS, shipping, packaging, merchant fees, and returns
- Product-level margin visibility
- When your numbers are accurate, your decisions get smarter.
Inventory & COGS Support
- Inventory is the heartbeat of a product business. We keep it accurate.
- Track inventory movement across warehouses and 3PLs
- Match incoming shipments to vendor bills
- Set up COGS tracking that actually reflects real costs
- Forecast inventory needs based on sales trends
- Clean inventory = clean margins = clean growth.
Payroll &
Payables
- Whether you run a warehouse, storefront, or hybrid team, we keep operations smooth.
- Payroll support for hourly, seasonal, or warehouse staff
- Bill pay for vendors, manufacturers, suppliers, and contractors
- On-time payroll tax filings
Monthly Close
& Reporting
- Finally understand what’s really going on in your business.
- Monthly P&L, balance sheet, and cash flow
- KPI dashboards: AOV, conversion rate, retention, ROAS, CAC, LTV
- Clear visibility into product margins and channel profitability
- Cash flow forecasting based on marketing spend and sales trends
- Clarity creates confidence. Confidence fuels profitable decisions.
Tax
Strategy
- Your tax plan should protect your profit — not surprise you.
- Deductions for shipping, advertising, inventory costs, equipment, and development
- Quarterly estimates based on real-time performance
- Entity structure guidance for fast-growing brands
- Year-round planning to maximize tax savings
CFO-Level
Insights
- Growing an eCommerce or retail brand requires strategy — not guesswork.
- Forecasting for demand, inventory, and upcoming seasons
- Profitability analysis by product, channel, and campaign
- Pricing strategy and margin optimization
- Cash flow modeling for inventory purchases
- Expansion planning for new stores, warehouses, or product lines
- We turn your numbers into your competitive advantage.
Retail & eCommerce Metrics We Track
We help you measure what truly drives profitability:
- AOV
- Customer acquisition cost
- ROAS
- LTV
- Gross margin by product
- COGS accuracy
- Return rate by channel
- Net margin
- Cash runway
- Inventory turnover
- Marketing spend efficiency
Most founders have no idea where they stand. We give you the clarity you’ve been missing.
Client Story
A Shopify brand came to Profit Matters struggling with unclear margins and unpredictable cash flow due to rising ad costs and high return rates. We rebuilt their COGS tracking, aligned inventory between Shopify and their 3PL, and built a dashboard tying marketing spend directly to profitability. Within 120 days, they cut wasted ad spend by 27 percent, optimized pricing, and increased net profit by 18 percent — without selling a single extra product.
Why Retail & eCommerce Brands Choose Profit Matters
We understand product-based businesses: Inventory, COGS, returns, and channel complexity require a specialist.
All-in-one financial operations
Books, payroll, tax planning, and CFO-level strategy all in one place.
Built to scale with your brand
Whether you’re a start-up, a DTC brand, or a multi-store retailer, we grow with you.
Fun bookkeepers. Serious results.
Friendly support paired with deep financial expertise.
If you keep your current financial system, you keep the problems. When you upgrade, you unlock clarity and real profit.
See your store clearly. Grow with confidence.
Accurate bookkeeping, proactive tax planning, and CFO insights — all built for retail & eCommerce.
FAQs for Retail & eCommerce
Do you sync with Shopify, Amazon, and other platforms?
Yes — we integrate cleanly with all major sales channels.
Do you track inventory and returns?
Absolutely — we track COGS, inventory movement, and returns across platforms.
Do you provide tax prep and strategic guidance?
Yes — we handle annual compliance, proactive planning, and CFO-level insights.
Can you support product-level margin reporting?
Yes — we provide detailed reporting so you know exactly which products and channels make money.
