Which do I need? Finance Health Check Cleanup & Catch-Up Systems Setup & Integration Managed Books Outsourced Controller Fractional CFO

For e-commerce & marketplaces · fractional controller & CFO

Know your true margin — clean books and systems for scaling e-commerce brands.

BookSmart untangles inventory, multi-channel sales, and sales tax, keeps your books accurate under real oversight, and shows you real margin by product and channel — without a full-time finance hire.

Book a Finance Health Check or a free 20-min intro →

Fixed fee, credited toward your engagement. No obligation.

MONTHLY SNAPSHOT · JUNEreviewed ✓

Net revenue

$1.2M

▲ 11% MoM

Blended margin

43%

by channel & SKU

Every number reviewed and signed off by your accountant — not just exported from software.

We assess your stack & recommend what fits · e.g. NetSuite QuickBooks Ramp Bill Gusto / ADP Avalara FloQast

Why accountant-owned

A bookkeeper records what happened. An accountant makes sure it's right — and tells you what it means.

Most growing businesses are choosing between cheap software, a commodity bookkeeper, or an expensive full-time hire. There's a better option in the middle.

DIY / SOFTWARE

Cheapest on paper — but the output is only as good as the setup, it eats your nights and weekends, and no one's catching the errors.

Cheap until a mistake costs a deal.

COMMODITY BOOKKEEPER

Records transactions and stops there — no interpretation, no judgment, and you still don't actually know what the numbers are telling you.

Data entry with a title.

BOOKSMART · ACCOUNTANT-OWNED

The same monthly books — but designed and reviewed by senior judgment, with errors caught before they cost you, and one person accountable for the whole finance function.

A finance function — not a task.

What we do

Start with a check-up. Grow into a finance team.

Most clients begin with a Health Check or a cleanup, then move onto a monthly retainer as their needs grow. You only pay for the level you need.

START HERE

Finance Health Check

A paid diagnostic that shows exactly where your books, close, and systems stand — with a scored assessment and a clear plan to fix what matters. Credited toward whatever you do next.

from $500

SET THE FOUNDATION · PROJECTS

Cleanup & Catch-Upfrom $1,500

Behind or messy? We rebuild and reconcile your prior periods and hand back clean, tax- and investor-ready books.

Systems Setupfrom $3,000

Set up or migrate the platform that fits your business and integrate the tools around it — inventory, multi-channel sales, sales tax — with a close process that holds.

RUN IT WITH YOU · MONTHLY

Managed Books

from $500/mo

Accurate monthly books and statements — automated and delegated, but reviewed and signed off by an accountant. Never data entry you have to babysit.

MOST POPULAR

Outsourced Controller

from $1,800/mo

A controller on your team: monthly close oversight, a real reporting pack and KPI dashboard, controls, and a monthly review call. Someone accountable for the numbers.

Fractional CFO

from $4,000/mo

Strategic finance: forecasting and cash-flow modeling, board and investor reporting, and preparation to support a fundraise or loan.

Who we work with

Built for how e-commerce brands run.

Scaling online brands where inventory, multiple sales channels, and sales-tax complexity make real profitability hard to see.

Etsy & handmade sellers

Turning a passion into a real business — clean books, proper COGS, and the sales-tax basics handled before they snowball.

Shopify & DTC

Scaling DTC brands that need true contribution margin, inventory accuracy, and cash-flow clarity across every channel.

Amazon & multi-channel

Selling across Amazon, Shopify, and marketplaces — we reconcile the fees, payouts, and sales tax that spreadsheets can't keep up with.

How it works

Four steps, no surprises.

01

Intro + Health Check

A free intro call, then a paid check-up of your books, close, and systems.

02

We scope the fix

A clear plan and a fixed quote based on what we actually find — no guesswork.

03

Clean up & build

We fix the books and set up the right systems — done properly, once.

04

Ongoing oversight

Controller- and CFO-level reporting and advice, every month.

The actual work

The accounting a multi-channel seller gets wrong first.

Not generic outcomes — the specific mechanics that break once you are selling across more than one channel, holding real inventory, and crossing state lines.

Landed cost & inventory

Freight, duty and fulfilment folded into unit cost instead of expensed at random, inventory that reconciles to the balance sheet, and a COGS number that moves when stock moves rather than when the invoice is paid.

Channel-level margin

Blended margin hides which channel is actually losing money. Revenue, fees and COGS split by channel so Amazon, Shopify and wholesale each carry their own economics.

Payout reconciliation

A marketplace deposit is not revenue — it is gross sales less commission, advertising, refunds, storage and chargebacks, netted. Each payout is decomposed and tied to the ledger so the books show what you actually sold.

Sales tax & nexus

Where you have triggered economic nexus, where marketplace facilitator rules already cover you, and where you are quietly accruing exposure. Registered, filed and documented — with the filings themselves handled by a partner where a licence is required.

Transparent starting points

Know roughly what it costs before you call.

Every engagement is priced on scope and confirmed after your Health Check — no hourly meters. Here's where things start.

SERVICE

STARTING AT

Finance Health Check

$500 · credited

Cleanup & Catch-Up

$1,500 project

Systems Setup & Integration

$3,000 project

Managed Books

$500 / mo

Outsourced Controller

$1,800 / mo

Fractional CFO

$4,000 / mo

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BookSmart Services

Why BookSmart

Built by someone who's run the finance function — not just kept the books.

BookSmart is led by a senior accountant and controller who has implemented and integrated finance systems across platforms like NetSuite, QuickBooks, and the modern stack around them, for SaaS, telehealth, and e-commerce companies. We start by evaluating what you already run, then recommend — or partner to provide — what genuinely fits. Your books aren't just recorded; they're designed, controlled, and understood.

We focus on finance operations, systems, and advisory. For tax filing and audits, we work alongside a licensed CPA partner — so every part of your finances is covered by the right specialist.

Common questions

Good questions, straight answers.

Are you a CPA?

No — we're a senior accountant and controller focused on finance operations, systems, and advisory (no license required for that work). For tax filing and audits, we bring in a licensed CPA partner.

Do you do the bookkeeping by hand?

The routine data entry is automated and delegated. We own the system, the review, and the judgment — so your books are accurate without paying an accountant to key transactions.

Our books are a mess. Where do we start?

Right where you should — a Finance Health Check, then a Cleanup if needed. Most engagements begin exactly this way.

Can you help us raise money or get a loan?

Yes — we prepare the financials, models, and materials and advise you through it, for a flat fee. We don't broker the raise or take a cut of what's raised.

Ready when you are

Get your finance function in order.

Start with a Finance Health Check — a fixed fee, credited to whatever you do next. Or grab a free 20-minute intro call.

Book a Health Check Free 20-min intro →

Prefer to talk? (281) 858-3349 · info@booksmartsvcs.com · Texas & remote

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Finance systems · fractional controller & CFO · accountant-overseen books.
Not a CPA firm; tax & attest services referred to a licensed CPA.