How it runs for e-commerce brands and Amazon sellers
Every number traces to a settlement, an invoice or a count, so it can be trusted in a board meeting or a lender call.
What are financial dashboard services?
Financial dashboard services design, build and maintain a visual view of your key financial metrics from your accounting, billing and payroll systems. The provider defines each KPI with you, connects the data, refreshes the figures, and checks that every number ties to the ledger. The result is a page you open any day, not a report you wait for.
What we handle for e-commerce brands and Amazon sellers
- Gross sales, refund rate and contribution margin by channel monthly
- Advertising spend as a percentage of sales by channel
- Fulfillment cost per order across in-house, 3PL and FBA
- Inventory weeks of cover and aged stock by SKU
- Cash after open purchase-order commitments and sales by state against thresholds
The KPI that matters here
Dashboard refreshed within 2 business days of each close with every metric traceable to a ledger or channel report.
E-commerce compliance notes
Marketplace facilitator laws
Every US state with a sales tax now requires marketplaces such as Amazon, Walmart, eBay and Etsy to collect and remit sales tax on third-party sales. The marketplace's collections appear in your settlement reports and must be recorded as tax collected and remitted by the facilitator, not as your liability. Some states still require registered sellers to file returns that report marketplace sales as exempt.
Sales-tax nexus on direct sales
Direct sales through Shopify, your own site or wholesale count toward each state's economic nexus threshold, commonly $100,000 in sales or 200 transactions in the current or prior year, and inventory stored in FBA warehouses can create physical nexus. We track sales by state monthly, flag thresholds approaching and prepare the workings for TaxJar, Avalara or your filing provider. Registration and filing decisions rest with you and your tax adviser.
VAT, GST and cross-border selling
Selling into the UK requires VAT registration once taxable turnover passes £90,000, or from the first sale for many overseas sellers, and EU distance sales can be reported through the One Stop Shop. Canadian GST/HST and Australian GST apply to imported low-value goods and to registered sellers. We prepare VAT and GST workings for your accountant or registered agent to file; we do not submit returns.
Inventory valuation and 1099-K reporting
Inventory must be valued consistently, including freight, duties and prep, so COGS and taxable income are right. Payment processors and marketplaces issue Form 1099-K for gross payments, which is reconciled to recorded sales so the figures your CPA reports agree with what the IRS receives. Tax preparation is support only; your firm reviews and signs.
E-commerce software we work in
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Other services for e-commerce
Frequently asked questions
Which KPIs matter most for an e-commerce brand?
Contribution margin by channel, refund rate, advertising as a percentage of sales, fulfillment cost per order, inventory weeks of cover, cash after supplier commitments and sales by state against nexus thresholds. Together they show whether growth is profitable, whether stock and cash are balanced and whether a sales-tax registration is about to become due.
Can the dashboard use data from Shopify and Seller Central directly?
Yes, channel data such as orders, refunds, units by SKU and advertising spend is exported or connected each month and combined with the reconciled ledger. The accountant reconciles channel revenue to the ledger before refreshing so the dashboard and the P&L never disagree. Inventory comes from FBA and 3PL reports on the same schedule.
How often is the dashboard updated?
Margin and inventory metrics are refreshed after each monthly close, and cash, settlement and sales-by-state views are updated weekly because they move quickly. The calendar is agreed at setup. Each metric carries its definition and source, so a surprising number can be traced back to the settlement or invoice behind it.
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