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Hiring a finance expert: What you need to know
When should I hire a finance expert?
Hire one when your books close late or not at all, Shopify payouts are booked as single deposits, or revenue keeps growing while you cannot say which products, channels or orders actually make money.
What skills should I look for in a finance expert?
Look for ecommerce accounting depth: accrual books in QuickBooks or Xero, payout reconciliation with A2X, inventory and COGS tracking, a fast month-end close, and contribution margin reporting by channel and product.
How much does it cost to hire a finance expert?
Bookkeeping cleanup projects typically run $2,000-$10,000, depending on how many months are behind. Ongoing bookkeeping and month-end close often costs $1,000-$5,000 per month, rising with order volume, sales channels and entities.
Finance expert: What can they do for you
Hire talent- Bookkeeping cleanup & catch-up
- QuickBooks & Xero setup
- Shopify payouts reconciliation
- Month-end close checklists
- Monthly P&L & balance sheet
- Inventory & COGS tracking
- Contribution margin by channel
- SKU-level unit economics
- Bill pay & cash management
Specialist skills and tasks
Ecommerce Bookkeeping Cleanup
Untangle months of miscategorized transactions, rebuild the chart of accounts and reconcile every bank, card and payout account to a reliable starting point.
Shopify Payouts Reconciliation
Split each Shopify, Amazon and PayPal payout into sales, refunds, discounts, fees and taxes with A2X, so every deposit matches the books.
Month-End Close Management
Run a repeatable close covering accruals, inventory adjustments and reconciliations, so leadership gets accurate financials within days of month end.
Inventory & COGS Accounting
Track landed costs, freight and duties, and match cost of goods to the period sold for an accurate gross margin.
Contribution Margin Reporting
Build monthly reports that show contribution margin by channel and product after shipping, fulfillment, payment fees and ad spend.
Accounting Stack Setup
Select and connect QuickBooks or Xero, A2X, bill pay and expense tools, so data flows from Shopify without manual spreadsheets.
Real results from the Storetasker network
Storetasker vs everyone else
Common Questions
Still not sure? Book a demo
Do finance experts file our taxes?
No. Tax returns and tax advice stay with your CPA or tax advisor. A finance expert keeps accurate, reconciled books all year and hands your tax professional clean financials, which makes year-end work simpler for everyone.
Can they work with our existing accountant or CPA?
Yes. Many brands keep their CPA for tax and use a finance expert for day-to-day bookkeeping, payout reconciliation and month-end close. Experts work directly with your team and advisors over email, Slack or Zoom.
What access will a finance expert need?
Typically user access to QuickBooks or Xero, read access to Shopify and your other sales channels, A2X or your connector app, bank and card feeds, and 3PL and supplier invoices. Access can be scoped to the work and removed when it ends.
How long does a bookkeeping cleanup take?
It depends on how many months are behind and how many channels and accounts are involved. A single-channel Shopify brand a few months behind often takes two to four weeks; a year or more across marketplaces can take six to ten weeks.
Do they handle Amazon, wholesale and retail channels?
Yes. Many consumer brands sell through Shopify plus Amazon, TikTok Shop, Faire or wholesale accounts. A finance expert reconciles each channel's payouts and fees separately, so margin by channel is visible instead of buried in blended deposits.
Is this a one-off project or an ongoing retainer?
Both work. Brands often start with a cleanup project quoted by the expert, with price, timeline and scope agreed up front, then move to a monthly retainer for bookkeeping and month-end close once the books are current.
When do we need a fractional CFO instead?
A finance expert makes sure the numbers are accurate and on time. When you need budgets, forecasts and scenario models built on those numbers, or fundraising, lender relationships and strategic leadership, a fractional CFO is the better fit.











