Retail & eCommerce

You’ve got products to sell and orders to fulfil – so let’s make sure your systems are built for speed and clarity. We integrate your online store with your accounts, automate stock and sales tracking, and give you tools to manage everything from your phone.

We can help with the following:

• Advising on platforms like Shopify, WooCommerce, Etsy
• Linking eCommerce platforms to Xero
• Automating sales, returns, and refunds tracking
• Setting up inventory and supplier management systems
• Creating real-time profit margin and sales channel reports
• Integrating with fulfilment and logistics tools
• Setting up customer communication automations
• Training on POS systems for hybrid retail stores

Don’t just sell more – sell smarter, with full financial clarity.

Margins, returns, stock levels – retail and eCommerce businesses have a lot to juggle. A fractional CFO helps you turn data into decisions, streamline your backend systems, and scale profitably, even in a fast-moving market.

How we help:

• Profitability tracking across products, platforms, and channels
• Inventory forecasting and cash flow planning
• Automate accounting from Shopify, Amazon, etc.
• Support with international tax/VAT and logistics costs
• Plan pricing strategies and sales campaigns for profit, not just turnover

From checkout to Companies House – covered.
We turn your transactional data into clear, compliant financials. Whether you sell online or in-store, we prepare accurate statutory accounts and Corporation Tax returns that reflect your actual trading position.

How we help:

• File your statutory accounts and CT600 return
• Reconcile sales from eCommerce platforms and payment gateways
• Account for stock, returns, merchant fees and VAT
• Match your accounting system (e.g. Xero or QuickBooks) with reports
• Provide clear deadlines and summaries of what’s due and when

Don’t just track sales – track the story behind them.
In retail, margin is king. Our management accounts give you visibility over what’s really working: by SKU, platform, or promotion. We help you make smarter stock, pricing, and marketing decisions using real data.

How we help:

• Profit and loss by product, platform, or location
• Stock turnover and ageing analysis
• Return and refund rate tracking
• Promotion and discount effectiveness reviews
• Seasonal performance reporting
• Integration with eComm platforms and automation tools

Margins are tight. Your tax plan shouldn’t be.
With VAT, stock purchases, and multiple sales channels to think about, we help you keep tax liabilities predictable, manageable, and as low as legally possible.

How we help:

• Help with inventory valuation for tax optimisation
• Advise on VAT registration, thresholds, and overseas sales
• Claim capital allowances on warehouse or shop fit-outs
• Manage multi-platform accounting (eBay, Amazon, Shopify etc.)
• Assist with cash vs. accruals accounting decisions

Real-time reporting for real-world selling.
Sales data is only useful when your books match up. We automate your eCommerce bookkeeping and reconcile it with your accounting software so you always know what’s selling and what’s slipping.

How we help:

• Reconcile sales from Shopify, Amazon, Etsy, etc.
• Record platform fees, returns, and refunds
• Maintain accurate stock and COGS tracking
• Apply correct VAT for domestic and international sales
• Submit accurate and timely VAT returns

Get payroll sorted – even through the silly season.
With rotating shifts, seasonal staff, and busy sales periods, retail payroll needs serious attention. We’ll keep your team paid properly and take the stress out of compliance, even when the tills are ringing non-stop.

How we help:

• Run payroll for permanent and seasonal workers
• Calculate holiday pay, weekend rates, and bonuses
• Track hours via timesheet imports or rota systems
• File PAYE and pension contributions accurately
• Help apply for Employment Allowance
• Perform monthly checks and reconciliations

Running a store? We’ll keep your company paperwork in stock.
From structural tweaks to ownership changes, we help eCommerce and retail businesses stay compliant without the admin overload.

How we help:

• Prepare and file director or shareholder changes
• Maintain up-to-date company registers
• File changes to business addresses or capital
• Act as your registered office for official notices
• Ensure your confirmation statement is filed accurately and on time

Behind every strong brand is smart tax planning.
From online stores to high street brands, we help business owners plan how they extract profits and manage personal taxes across multiple revenue sources.

How we help:

• Personal tax planning for company directors
• Advice on drawing dividends from retail profits
• Guidance on CGT for selling a store or product line
• Use TaxDash to model future growth scenarios
• Profit extraction strategies aligned with your expansion plans

From your till to your tax return – streamlined.
Running your own store or online shop means keeping good records—and we help make sure those numbers translate into a correct, efficient tax return.

How we help:

• Track sales income from Shopify, Amazon, eBay and other platforms
• Help you claim inventory, packaging and delivery costs
• Assist with VAT-linked income and returns where relevant
• Submit your return to HMRC on your behalf
• Use TaxDash calculators to plan cash flow after tax
• Provide retail-focused support and advice articles