Starter
Solo owners and small operators.
Best fit if:
- Transactions: under 50/month
- Monthly expenses: under $10K
- Accounts: 1–2 accounts
Multi-channel e-commerce throws off thousands of transactions a month and a deposit number that doesn't look like revenue. SoFlo360 reconciles each channel — Shopify, Amazon, Etsy, eBay — back to actual gross sales, fees, and refunds, so the P&L finally matches what you're actually selling.
Almost every e-commerce seller we onboard has the same problem: their books show net payouts as revenue. Which means fees, refunds, shipping income, and sales tax are all collapsed into one number — and gross margin is unknowable. We rebuild the chart of accounts so each component is tracked separately, and the P&L tells you what's actually happening.
The accounts that turn a wall of Stripe and PayPal deposits into a P&L you can use to make decisions.
Shopify, Amazon, Etsy, eBay, Faire — each channel's gross sales tracked separately, with platform fees, refunds, and shipping income broken out so net deposits make sense.
Cost of goods sold tied to actual units shipped, plus inventory on hand valued at cost — so your gross margin is real and your balance sheet isn't fiction.
Stripe, PayPal, Shopify Payments, and Amazon's referral and FBA fees tracked as their own expense lines, not netted against revenue.
Sales tax collected by state set up as a liability and reconciled monthly against TaxJar, Avalara, or whichever automation you use — ready for filing.
Returns and chargebacks tracked as their own line so refund rate is visible — and unusual spikes get caught before they eat a month of margin.
Meta, Google, TikTok, and Amazon ad spend categorized by platform — so when you look at customer acquisition cost, it's based on real numbers, not estimates.
Selling on Shopify only is a different bookkeeping problem than selling on Shopify, Amazon FBA, and a wholesale Faire account. We scope the setup to where you actually are.
If you sell only on Shopify (or only on Amazon), the focus is reconciling the payout schedule, splitting out fees from revenue, and getting COGS tied to actual cost — not the average that QuickBooks defaults to.
Multi-channel adds A2X or similar integrations, channel-level P&L, and a sales-tax-by-state setup that maps to your nexus. The complexity isn't optional — it's what tells you which channel is actually carrying the business.
Same pricing structure across every industry we serve. Volume and complexity set the tier — not the kind of business you run.
Solo owners and small operators.
Best fit if:
Established small businesses ready for a real monthly close.
Best fit if:
Growing businesses with more complexity and advisory needs.
Best fit if:
See the full pricing breakdown including complexity adders, cleanup pricing, and FAQ.
Book a free consultation. We'll review where your books stand today and recommend the right next step — monthly bookkeeping, catch-up, or QuickBooks cleanup.