How to save 5+ hours per client, per month with accurate, automated e-commerce accounting reconciled to the penny
Link My Books
01:01:35
How long does one e-commerce client take you at month-end?
Pull the payouts down, split out sales, refunds, fees and taxes, work out which VAT rate applies to which product, then get it all into Xero or QuickBooks so it matches what hit the bank.
Then repeat for each sales channel, each with a slightly different format & approach.
It's slow work, and it needs enough judgement that handing it to a junior never quite works. Then do it again for the next client…
On Thursday 24th September at 12 pm, join Daniel Little (Co-Founder & ex-e-commerce business owner) to see how 200+ accounting firms automate this process end-to-end, saving a minimum of 5+ hours per client, per month.
What you will learn:
🔹 How Link My Books connects to Amazon, Shopify, eBay, Etsy, TikTok Shop, WooCommerce and Square, with more on the way, and pulls every payout in automatically
🔹 How sales, refunds, fees and taxes are split out of each payout and posted as a summary that matches the bank deposit to the penny
🔹 How the correct VAT rate is applied every time, by grouping products into standard, reduced and zero-rated groups, with an audit trail behind every decision if HMRC ever asks
🔹 How one proper setup turns the monthly e-commerce reconciliation into a job anyone on the team can run, not something that only your most experienced person can be trusted with
🔹 How the practice view shows the specific outstanding tasks to close for each client's month-end
Whether you’re working with a large number of e-commerceclients and trying to deliver more value to them in less time, or you’re working with a handful and trying to turn e-commerceaccounting into a profitable service line for your firm, this session will show you how.
Save your seat
Speaker
Daniel Little
Co-Founder & CEO
How to save 5+ hours per client, per month with accurate, automated e-commerce accounting reconciled to the penny
01:01:35