Intake / Reconciliation / Filed

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Ecommerce bookkeeping firms

An ecommerce bookkeeping website needs to name the platforms and channels it reconciles, since that is how sellers actually search

An ecommerce seller searching for bookkeeping help usually searches by platform, "bookkeeping for Shopify sellers" or "Amazon seller bookkeeping," so the site is built with a page for each major platform and channel the firm reconciles, rather than one page that mentions ecommerce in passing. Multi-channel sellers need to see that complexity is understood before they book a call.

live in 7 days32 things includedbuild fee after launch

Recognize any of these

The signs the site is the problem, not the market

If two or more of these are true of your practice, the site is costing you engagements you never find out about.

  • 01Sellers ask on the first call whether you have handled their platform before, which a page named after that platform would have answered.
  • 02An inquiry from a seller running two marketplaces and a wholesale channel gets the same reply as one from a single store owner.
  • 03Prospects want to know how payouts and settlement reports are handled, and the site says nothing about either.
  • 04The word ecommerce appears once on the site, in a list of industries, and no platform is named anywhere.
  • 05A seller in the middle of a busy quarter sends a message at midnight and hears back two working days later.

Open items

For ecommerce bookkeeping firms, the current site is usually the weak link

  • The site mentions "ecommerce clients" once but names no specific platforms, so it never surfaces for platform-specific searches.EX-01
  • There is no page addressing sellers who run multiple channels at once, which is the norm rather than the exception in this niche.EX-02
  • Nothing on the site explains how settlement reports and payout timing from marketplaces are handled, a question every ecommerce prospect has.EX-03
  • The intake form does not ask which platforms or how many sales channels a prospect runs, so every lead starts from scratch.EX-04

Build manifest

The pages your site will carry

  1. Home

  2. About

  3. One page per platform (Shopify, Amazon, Etsy, multi-channel)

  4. One page per client industry vertical

  5. Pricing philosophy

  6. FAQ

  7. Book a call

Ecommerce bookkeeping firmsPexels
Hands packing an online order into a cardboard box beside a laptop and an order sheet
Photograph by Kampus Production on Pexels

Configured for you

What an ecommerce bookkeeping firm gets on top of the standard build

Sellers search by platform and hire on proof that you have seen their particular mess before. The site is built as a page per platform and channel you reconcile, and it treats the multi-channel seller as the normal case rather than the exception.

  • A page per platform and channel you reconcile, named the way sellers name them, so the search and the page use the same words.
  • A multi-channel page for the seller running a storefront, a marketplace and wholesale at once, which is the usual shape of this client.
  • A payouts and settlements page describing in general terms how marketplace payouts and fees are reconciled, written as process rather than as accounting treatment.
  • A page per seller type, such as apparel, supplements and print on demand, where inventory and returns behave differently from each other.
  • An engagement scope form asking which platforms are in use, a monthly order volume band, whether inventory is held, and current accounting software.
  • A chat agent on Reconciliation and Filed that answers platform questions at the hours sellers actually work, and books the call.
The toolConfigured for ecommerce bookkeeping firms

Engagement scope request

Asks which sales platforms are used, roughly how many orders per month, and current accounting software, so a lead reaches your CRM already flagged for single-channel or multi-channel handling.

Out of scope

What we deliberately do not do

Said here rather than discovered on the onboarding call.

  • We do not do the reconciliation, and the site is never connected to a marketplace, a payment processor or an accounting system.
  • The site never tells a seller how to treat a fee, a payout or a return. Process is described in general terms, and anything specific belongs to your engagement, not to a page.
  • We do not claim partnerships, certifications or app marketplace listings the firm does not hold. Platform pages name platforms, they do not imply endorsement.
  • We do not run your paid ads or your marketplace listings. Inquiries arrive from search, the site and the agents, and your team sells.

Six months out

Month six, a Tuesday in the quiet quarter

A seller reads the page named after the marketplace she sells on, recognizes her own settlement problem in the second paragraph, and fills in the scope form at the bottom of it. The lead reaches your CRM tagged multi-channel, because she ticked several platforms and said she holds inventory. When you call her on Tuesday you already know which of your team should be on the engagement.

What firms report

What firms in a similar position say

  • STATEMENT 01
    Years of shared outsourced finance support links were my concern, and they treated it as theirs. The redirect plan was presented for our approval like any other deliverable. Not one 'your link is broken' message arrived after launch.
    Shreya Rathore, New client coordinatorE-commerce bookkeeping practice, Cedar Rapids, Iowa

    Got Page migration and redirect mapping for outsourced finance support

  • STATEMENT 02
    People following up on outsourced finance support used to complete the entire inquiry form again. The follow-up route asks for a reference and the question itself, nothing more. We answer the question now instead of playing archivist first.
    Holly Pepperell, Practice administratorRetail bookkeeping and VAT service, Provo, Utah

    Got Returning-customer contact path for outsourced finance support

Plans

Three ways to run it

Every plan carries the same $797 one-time build fee, invoiced only after your site is live and approved, and the same 5 revisions a month.

  • Tier 1IntakeThe website, fully managed, live in 7 days, 2 articles a week
  • Tier 2ReconciliationEverything, plus the AI Engine, live in 10 days, 2 articles a week
  • Tier 3FiledEverything, plus the Content Engine, live in 15 days, 3 articles a week

The AI Engine is Reconciliation and Filed. The Content Engine is Filed only.

Questions from ecommerce bookkeeping firms

01Can the site have a page for each platform, like Shopify and Amazon separately?

Yes. Each major platform the firm reconciles, such as Shopify, Amazon or Etsy, gets its own page, since a seller researching Shopify-specific bookkeeping is searching with different words and different concerns than one researching Amazon settlement reports. Splitting them out lets each page speak directly to that seller's exact situation instead of a shared, vaguer pitch.

02Can the site explain how settlement timing is handled in general terms?

Yes, as website content describing the general process of reconciling marketplace payouts and settlement reports, written to help a seller understand what the firm does without offering specific accounting treatment or advice for that individual seller's own situation. Anything specific to their business is left for the actual engagement, not the website.

03Will the intake form ask how many orders we process?

It asks for a rough monthly order or transaction band, plus which platforms are used, purely to route the lead to the right conversation and flag whether it looks like single-channel or multi-channel work. It does not calculate anything from that figure and never returns an estimate or a fee based on it.

04Can a new platform page be added if we start supporting, say, TikTok Shop?

Yes. A new platform page is built and linked from the existing platform and industry pages as part of the plan's ongoing updates, so the site keeps pace with wherever sellers are actually selling rather than lagging behind a channel the firm now supports.

05Do we have to write the platform pages ourselves?

No. We write them from a short conversation with your team about what actually breaks on each platform, and you review everything before it goes live. Weekly updates keep them current as a platform changes how payouts or fees are reported, and the researched articles published each week extend the same coverage without anyone at the firm opening a blank document.

06Can we show platform logos on the site?

Only where that platform's own brand guidelines allow it, and we check rather than assume. Where a logo cannot be used the page names the platform in text, which is what search reads anyway. We never imply a partnership, a certification or an app marketplace listing the firm does not hold, because that is the sort of claim that costs a seller's trust the moment somebody checks.

07Our fourth quarter changes what we can take on. How fast can the site change with it?

Quickly. A change to the offer, the call to action or which services lead the front page is an ordinary request, made within 2 to 5 working days, and the plan includes 5 revisions a month. Your clients run a seasonal business and so do you, so the site is built to move at that speed rather than sit fixed at whatever it said on launch day.

08Does the site need to connect to our inventory or ecommerce accounting app?

No, and it should not. The website is a marketing site, not part of your accounting stack. It never connects to a seller's store, a marketplace account, a payment processor or your reconciliation tooling. The only data it moves is what a prospect types into a form, which goes to your CRM by API, Zapier or Make.

Comparing this against a builder, a freelancer or an agency? There are 10 comparison pages, and each names where the other option wins. See the comparisons

Filed

See it built for ecommerce bookkeeping firms.

A live walk-through, with the $797 build fee invoiced only after launch.