
Professional Service Package
E-commerce Bookkeeping — Basic
Prepared by Accounting Agency
Transparent scope and pricing. No hidden line items.
Scope & deliverables
Professional Monthly Bookkeeping for Your Online Store — Up to 100 Transactions
Keep your e-commerce finances organized without spending hours trying to understand sales payouts, platform fees, refunds and payment processor transactions.
Our E-commerce Bookkeeping — Basic plan is designed for smaller online businesses that need reliable monthly bookkeeping for one sales channel.
What You Get Each Month:
- Monthly bookkeeping for 1 e-commerce store or marketplace
- Processing of up to 100 bookkeeping transactions per month
- Support for up to 2 bank or credit card accounts
- Support for up to 2 payment processors such as Stripe, PayPal or Shopify Payments
- Recording of online sales
- Recording of refunds and customer returns
- Recording and categorization of marketplace and payment-processing fees
- Recording and categorization of business expenses
- Sales payout reconciliation
- Bank and credit card reconciliation
- Payment processor reconciliation
- Basic Cost of Goods Sold recording where accurate information is supplied
- Review of uncategorized transactions
- Review of obvious duplicate transactions
- Monthly Profit & Loss Statement
- Monthly Balance Sheet
- Short monthly bookkeeping summary
- 1 revision round within the original monthly scope
Supported E-commerce Platforms:
Shopify, Amazon, Etsy, WooCommerce, eBay or similar major e-commerce platforms.
Supported Accounting Software:
QuickBooks Online or Xero.
Ideal For:
- Small Shopify stores
- Amazon sellers
- Etsy sellers
- Dropshipping businesses
- Small online brands
- Businesses operating a single online sales channel
Estimated Monthly Turnaround:
Monthly bookkeeping and reports are normally completed within approximately 5–7 business days after all required statements, reports and account information have been supplied.
Important:
This service covers monthly e-commerce bookkeeping and reconciliation. Tax preparation, tax filing, sales tax filing, VAT filing, payroll processing, inventory management and historical bookkeeping cleanup are not included.
What happens next
After checkout, we confirm the engagement details, required access and delivery sequence. You receive a clear handover path with defined responsibilities and next steps.