🛒 E-Commerce Financial Services • San Jose

Financial Experts for E-Commerce.

Inventory, COGS, multi-channel reconciliation. We speak your language, track your metrics, and help you scale, right here in San Jose.

We Know E-Commerce in San Jose

Inventory, COGS, multi-channel reconciliation. We've worked with dozens of e-commerce companies in San Jose. We understand your business model, your challenges, and what metrics matter most to you and your investors.

Metrics We Track

Gross Margin Inventory Turnover CAC Average Order Value

Challenges We Solve

  • Multi-platform reconciliation
  • Inventory accounting
  • Sales tax compliance

What We Do for E-Commerce

Full-stack financial services tailored to e-commerce businesses in San Jose.

📚

Bookkeeping

Expert bookkeeping at a fraction of the cost

Bank reconciliations, transaction categorization, and monthly close

Bank Reconciliation Transaction Coding Monthly Close
⚙️

Controller

Run a tighter ship with a controller at the helm

Process improvement, internal controls, and accounting oversight

Process Design Internal Controls Team Oversight
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Accounting

Standard and custom financial reporting

Financial statements, custom reports, and GAAP compliance

Financial Statements Custom Reports GAAP Compliance
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FP&A

Budgeting, forecasting, variance analysis

Financial planning and analysis to drive strategic decisions

Annual Budgets Rolling Forecasts Variance Analysis
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CFO Advisory

Strategic financial leadership when you need it

Financial strategy, fundraising support, and board-level reporting

Financial Strategy Fundraising Support Board Reporting

E-Commerce Services Nationwide

Based in Boston, we work with e-commerce companies across the country.

E-Commerce Financial Services in San Jose, CA

We serve e-commerce businesses throughout the San Jose metro area.

Ready to Scale Your
E-Commerce Business?

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