What it is
A focused review of your ecommerce bookkeeping setup, QuickBooks file, bank feeds, sales channels, payment processors, reconciliations, and reporting gaps.
Paid ecommerce bookkeeping diagnostic
Before you pay for cleanup, find out what is actually wrong.
The Diagnostic Review gives ecommerce founders a clear read on messy books, processor deposits, platform activity, QuickBooks setup, and tax-time risk.
Who it is for
Shopify, Amazon, Etsy, WooCommerce, Stripe, and PayPal founders who are growing but cannot clearly see profit, cash flow, or tax-ready numbers.
Why it matters
Cleanup, monthly bookkeeping, and CPA work all get easier when everyone knows what is clean, what is risky, and what needs to happen next.
What you get
A plain-English read on the health of your books.
You will not get buried in jargon. You will get a practical diagnostic that helps you decide whether you need cleanup, monthly bookkeeping, or a better reporting process.
Books reviewQuickBooks setup, account structure, reconciliations, and monthly close readiness.
Ecommerce reviewShopify, Amazon, Etsy, WooCommerce, Stripe, PayPal, and deposit matching issues.
Risk notesMessy areas that may affect cash clarity, profit visibility, and tax-time sanity.
Next-step planRecommendation for cleanup, catch-up, or ongoing monthly bookkeeping.
Good fit signals
This is worth doing when your numbers feel less useful than they should.
A
Your sales channels disagree
Shopify, Amazon, Stripe, PayPal, and the bank are telling different stories.
B
Your CPA keeps asking for cleanup
Tax season is slowed down by avoidable bookkeeping problems.
C
You cannot see profit clearly
Sales look healthy but owner pay, cash flow, and margins feel unclear.
D
You are ready for monthly help
You want ongoing bookkeeping, but you need the starting point scoped first.
Book the diagnostic
Start with clarity before committing to cleanup or monthly bookkeeping.
Share the basics about your ecommerce business and current bookkeeping status. Ferendo Bookkeeping Plus will use that context to scope the Diagnostic Review.