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Accounting Support Built for Product-Based Retail and Multi-Channel Online Sellers

Retail & E-Commerce

Retail and e-commerce companies operate with constant transaction volume, inventory movement, multi-channel reporting, and sales tax requirements that demand precise financial systems. We provide structured accounting, tax support, inventory workflows, and reconciliation processes tailored for single-store retailers, multi-location operations, independent online sellers, and growing consumer brands. Our approach strengthens reporting accuracy, improves margin visibility, and reduces compliance risk across every sales channel.

04. Advisory

Support Growth Decisions

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We analyze trends, cost patterns, and channel performance to guide operational and strategic planning.

03. Reporting

Improve Margin Visibility

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We manage monthly close, SKU performance updates, and channel reporting to provide reliable financial clarity.

02. Compliance

Fix Reporting Gaps

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We create workflows for reconciliations, inventory valuation, documentation, and sales tax reporting to maintain accuracy.

01. Onboarding

Remove Initial Inconsistencies

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We assess books, channel connections, inventory records, and sales tax exposure to establish a clean starting point.

Retail and e-commerce companies depend on accurate channel reporting, inventory visibility, and tax-aligned workflows. Our process creates clarity, reduces compliance risk, and supports confident financial decisions. We guide each client through a structured approach designed for product-based operations.

OUR PROCESS

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Who We Work With

We support product-based businesses across retail, e-commerce, and multi-channel environments. Whether selling through a storefront, an online marketplace, or a full omnichannel model, Ledger Board builds systems that strengthen accuracy and visibility.

Retail

We support single-location and multi-location retail stores with reconciliations, POS integrations, inventory updates, and monthly reporting that keeps financials accurate and consistent.

Ecommerce

We manage multi-channel reconciliations, marketplace payouts, fees, and inventory activity across Shopify, Amazon, Etsy, and other online platforms to maintain clean and reliable financial records.

Apparel

We assist apparel brands with inventory valuation, returns tracking, COGS allocation, and SKU-level margin analysis to help them understand true product performance.

Jewelry

We support jewelry and specialty retailers with precise inventory controls, margin reporting, vendor tracking, and financial workflows tailored to high-value products.

Electronics

We help electronics retailers manage high-value inventory, multi-channel sales activity, warranty-related costs, and accurate reconciliations for dependable reporting.

Consumer Goods

We support consumer product brands with landed cost tracking, SKU performance insights, fulfillment cost reconciliation, and structured financial systems that scale with growth.

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Frequently Asked Questions

Retail and e-commerce companies face unique challenges in transaction volume, inventory control, and sales tax compliance. These FAQs address common questions across online sellers and retail operators.

  • Yes. We reconcile payouts, fees, refunds, chargebacks, and channel-specific activity across all major platforms. This ensures accurate revenue reporting and eliminates discrepancies caused by marketplace settlements. Our process maintains clean records and improves inventory and COGS visibility.

  • Yes. We track nexus exposure, file state and local sales tax returns, and reconcile taxable and non-taxable transactions. Retail and e-commerce companies rely on us to maintain compliance as they expand into new jurisdictions.

  • We support inventory valuation, FIFO or weighted-average costing, COGS allocation, shrinkage tracking, and SKU-level reporting. This provides clarity into product performance and profit margins.

  • Yes. We reconcile fulfillment costs, platform fees, and supply-chain expenses to maintain accurate financials for drop-shippers and hybrid fulfillment models. Our workflows support multi-location and third-party fulfillment structures.

  • We handle payroll for hourly, salaried, seasonal, and warehouse employees, ensuring accurate classifications, filings, and compliance with multi-state rules.

  • Yes. We track COGS, returns, fees, and fulfillment expenses to calculate SKU-level profitability and product performance insights. This helps businesses optimize their assortment and pricing strategy.

  • We reconcile merchant fees, payment gateway deductions, and chargebacks to ensure accurate revenue reporting. This reduces discrepancies and improves financial visibility across payment channels.

  • Yes. We consolidate reporting across locations, manage POS integrations, and maintain consistent accounting workflows for retailers expanding into new markets.

  • Yes. We correct inventory records, reconcile channels, rebuild sales tax history, and restore clean financials for businesses experiencing rapid growth or operational issues.

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Strategic Approach

We design workflows that strengthen margin clarity and support operational growth.

Proven Expertise

We understand the financial systems and reporting requirements unique to product-based retail and e-commerce.

Responsive Partnership

We maintain consistent communication and adapt as your sales channels and transaction volume grow.

Trust & Transparency

Every workflow emphasizes accuracy, documentation, and reliable oversight.

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Why Us

Retail and e-commerce companies require accurate tracking, organized workflows, and tax-aligned reporting. We bring structured systems, industry expertise, and responsive support to every engagement.

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By the Numbers

Our structured accounting systems and channel-specific workflows help retail and e-commerce companies maintain clean and reliable financial operations.

500+

Retail Clients Managed

85+ Years

Combined Experience

50 States

supported nationwide

99%

Client Retention

Your Needs, Our Services

Product-based businesses require accurate inventory tracking, reliable transaction reconciliation, and sales-tax-aligned accounting systems. Below are the six core service categories we deliver to retail stores, online shops, and multi-channel brands.

Accounting Services

Fix Inventory Errors

We manage reconciliations, channel reporting, inventory valuation, and COGS tracking to maintain clean financial statements.

Tax Services

Avoid Sales Tax Issues

We prepare federal, state, and multi-state sales tax filings for product-based businesses and ensure compliance across marketplaces.

Payroll Services

Stabilize Staff Costs

We manage payroll for retail teams, fulfillment staff, warehouse personnel, and multi-location operations with accurate classifications and filings.

Budgeting & Forecasting

Forecast Seasonal Needs

We build budgets and forecasts that incorporate seasonal demand, inventory cycles, and marketing-driven revenue patterns.

Audit Support

Reduce Compliance Risk

We prepare documentation and reconcile discrepancies for IRS, sales tax, payroll, and marketplace-related audits

Consulting Services

Improve Margin Control

We analyze SKU performance, operational workflows, and channel profitability to support strategic decisions.

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Testimonials

Retail and e-commerce businesses rely on Ledger Board for accurate reporting, tax compliance, and clear financial structure.

Ledger Board cleaned up our Shopify and Amazon reporting and gave us accurate margins for the first time. Our financials finally make sense.

Sara L., Founder
E-Commerce Apparel Brand

Managing multiple store locations was messy until Ledger Board built a consistent reporting system. Our visibility improved instantly.

David P., Owner
Multi-Location Retail Chain

Our inventory and sales tax issues were overwhelming. Ledger Board stabilized everything and created workflows that actually work.

Michelle R., Operations Manager
Specialty Retail Store

RECENT Insights

Explore insights on SKU profitability, sales tax compliance, inventory workflows, and channel reconciliation strategies.

Connect with Leaders

Meet with our leadership team to discuss your retail or e-commerce financial structure and growth strategy.

Strengthen Your Financial Operations

Your retail or e-commerce business requires accurate reporting, tax-aligned workflows, and clean financial systems. We bring clarity, structure, and dependable support to every part of your operations.

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