FAQs

Q: What services can I promote?

You can promote our expert tax preparation and bookkeeping services tailored to eCommerce businesses. These include support for sellers on platforms like Amazon, Shopify, eBay, Walmart, and more.

Q: When do I get paid for the referral program?

Bookkeeping and Tax commissions are paid monthly on a 30 day delay. Payouts are made once you reach the $100 minimum threshold.

Q: How do I track my referrals?

Your referrals are automatically tracked through your unique affiliate link. You can monitor all your referrals, commissions, and performance metrics in real time using your affiliate dashboard.

Q: I'm behind on my books. How do you help with this?

It doesn't matter if you are 1 month behind, or years behind. We can help! We have a Clean Up Service designed to solve this problem.

Q: My lenders and investors ask for various reports on a regular basis. Can you help with this?

We definitely can! Various reports are included as part of the services we provide. As part of our bookkeeping service , you receive standard reports such as Profit and Loss Statement, Cash Flow Statement, and Balance Sheet on a monthly basis. As part of our CFO services , we also prepare other reports integral to the e-commerce industry. Depending on which reports your lenders or investors need, they may already be ready and we can email them on your behalf. We generally can prepare any report necessary even if it isn't part of your service agreement. We will never send reports to anyone without your permission as privacy is extremely important to us!

Q: How do you maintain security and privacy?

We care deeply about the privacy of your information. Our internal systems and servers are regularly updated and secured. When we ask for access to your financial information, we use read-only access accounts whenever possible. We store passwords in an encrypted password manager and eliminate unnecessary access to them. We do not share reports or any information about your company with anyone other than the people you designate. We also carry cyber, errors & omissions, and general liability insurance, which we've never had to use!

Q: Is there a free trial? Can I try out your service before I make a decision?

Our monthly services are 100% risk-free. We want all of our clients to be happy with our services! We will work tirelessly to satisfy you if you aren't happy. However, if you aren't 100% satisfied after your first month, we will refund your monthly service fee, give you a virtual fist bump, and wish you the best! One-time service charges such as our Clean-Up service are non-refundable. There still isn't a risk though! If there is something you are not happy with, just let us know. We'll fix it!

Q: Do I have to sign a contract? Am I locked in?

Prior to starting any services, there will be a service agreement that outlines what you will receive with our partnership. Most of our services are generally month to month, and you can cancel at any time. There are a few services that may take longer than a month, and some services may require pre-payments. These will be outlined in the service agreement.

Q: How much will this cost?

This is one of the most common questions we hear and it's the hardest one to answer! "It depends" is a terrible answer, but it's the right one. The needs of every business are different, which makes it difficult to put standardized pricing on our website. It's like asking for a prescription from a doctor without them ever diagnosing your problem! The best bet is for you to schedule a strategy session with us. We will discuss your business with you, customize solutions, and give a quote that makes sense. We aren't the cheapest out there, but we aren't the most expensive either. Our goal is to give you fair pricing based on your individualized situation. Don't worry - our prices are fixed, so you never have to wonder what your charges will be. No one will be working 10x too slowly to charge you astronomical hourly rates. We hate that too!

Need help with your taxes or bookkeeping? We are ready to help. Request a Tax Proposal or Schedule a Strategy Session today!

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