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feesrefunds$4,200feesrefunds$6,500feesrefunds$3,100$11,800
Wholesale & Online Retail · Austin, TX · Serving business owners nationwide

Orders come in from every channel. We make sure the books, the inventory, and the sales tax all agree.

Shopify, Amazon, wholesale accounts, and your own warehouse each tell part of the story, and the deposits that land in your bank rarely match the sales you see in any one of them. We reconcile what each channel actually paid you, keep inventory accurate wherever it sits, and make sure sales tax is collected and filed where it should be.

What sellers get from working with us

  • Payouts broken down correctly. We record sales, fees, refunds, and chargebacks separately, so revenue and expenses show what really happened.
  • Profit by channel. We set up your books so you can see which channels and product lines actually earn money.
  • Inventory you can count on. We keep stock levels in your books aligned with your warehouse, third-party logistics provider, and marketplace inventory.
  • A real person on your side. You work with Eric directly, and he learns how orders, returns, and fulfillment move through your operation.

Where seller books tend to break down, and how we straighten them out

What we seeMarketplace deposits recorded as sales, which hides the fees and refunds taken out first.
How we helpWe split each payout into gross sales, fees, and returns, so your margins are accurate.
What we seeInventory spread across locations with no single number anyone trusts.
How we helpWe reconcile stock in every location to the books and set up monthly checks to keep it that way.
What we seeWholesale customers buying tax-free without resale certificates on file.
How we helpWe help you collect and organize certificates, so tax-free sales are documented if the Comptroller asks.
What we seeSales tax collected in Texas only, while sales into other states keep growing.
How we helpWe review where you may owe sales tax and help you register and file where it applies.
What we seeNo clear view of profit by channel, so ad spend and pricing decisions are a guess.
How we helpWe set up reporting that shows margin by channel and product line after fees and returns.
marketplaceyouyouresale certificates

Texas sales tax rules change depending on where and how you sell.

When you sell through a marketplace such as Amazon, the marketplace usually collects Texas sales tax for you. Sales through your own website, at events, or to wholesale customers are your responsibility, and each one has its own rules for permits, resale certificates, and filing. We make sure your permits and filings reflect every way you sell, in Texas and beyond.

Your sales platforms and your accounting system need the same version of every order.

Shopify, Amazon, and inventory apps all connect to accounting software such as QuickBooks or NetSuite, but the default settings often post summaries that can’t be reconciled to the bank. We set up the connections so each payout, fee, and return lands where it belongs, and inventory moves in the books when it moves in the warehouse.

Got a sales tax notice from another state? Don’t set it aside.

As online sales grow, notices from other states and questions from the Texas Comptroller become more common. They’re easier to resolve early, before penalties build. We help you understand what the state is asking for, register or file where you need to, and respond with the right documentation.

How we start working with wholesalers and online retailers

  1. Talk it through.In a free, confidential consultation, tell us where you sell, how you fulfill orders, and which numbers don’t add up.

  2. Follow an order end to end.We trace a few real orders from the sales platform to the bank deposit, so we see exactly where the books lose track.

  3. Reconcile and connect.We clean up past payouts and inventory, set up your integrations, and prepare your returns.

  4. Stay current as you grow.Regular reviews track your margins by channel and flag new sales tax obligations early.

Austin sellers ship everywhere, and the tax rules follow every box.

We’ve worked with Austin owners since 2005, including sellers who ship across the country from a Central Texas warehouse. After your free consultation, we are glad to meet in person anywhere in the Greater Austin area. Sellers anywhere else in the country work with us by phone and video.

Austin

Questions sellers ask us

For sales made through Amazon, usually yes. Sales through your own website, wholesale accounts, or other channels may still be your responsibility, and those are often the ones that get missed.

See what each channel really earns after every fee and return.

The first conversation is free and confidential. Tell us where you sell and what feels off, and we’ll show you where clearer numbers could help.

Call or text (512) 996-5845
Austin, TX 30.27° N · 97.74° W Based in Austin, TX · Serving business owners nationwide · In-person meetings available across Greater Austin

This firm is not a CPA firm, and its services are not regulated by the Texas State Board of Public Accountancy.

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