Category: For CPAs

The channels that reliably bring e-commerce clients to accounting firms — engineered referrals, platform communities, partner directories, niched content, and rescue work — with honest timescales for each. Plus the two channels that never produce.

Great QuickBooks references don’t predict whether a bookkeeper can decompose a Shopify payout. Here’s the competency model, a copy-paste JD, and a test task that actually filters.

PM software does four jobs well and one job not at all. A practitioner’s guide to the Karbon, Canopy, TaxDome, and Financial Cents class — organized by firm profile, not feature grids.

E-commerce tax season blowups are December problems that are visible in October. Here’s the client-book audit, the four defects to fix off-season, and the communication calendar that turns January into delivery instead of triage.

The e-commerce service line most firms think requires a specialist hire is actually four buildable assets: a standard chart of accounts, a sync layer, an onboarding runsheet, and a rate card. Here’s the 30-60-90 plan.

Cleanups have a reputation for being unquotable. They aren’t — if you diagnose before you quote, price per month of restated history, and let tooling cap the worst case. Here’s the method, with the math.