How it works — 01

We set up your stack

We are hyper-focused on ecommerce and inventory businesses, so we don’t waste time learning accounting methodology. Selling on Amazon, Shopify, Walmart and other channels? We dive deep into your finances and clean up your accounting wherever you sell your products. Then, we'll turn your financials, reconciliations and analytics on autopilot.

While onboarding your business, we set up essential applications that strengthen our core service. Many of our clients use Quickbooks Online, Xero, A2X, Gusto, Fathom and more. Our service integrates with your custom stack.
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We set up your stack

Bookkeeping includes, but is not limited to

Monthly income statement, balance sheet, and cash flow statement
Financial statements prepared using the accrual accounting method
Subscription to Quickbooks Online or Xero
Unlimited financial accounts and associated monthly reconciliations (checking, savings, credit cards, etc.)
Inventory and COGS using the FIFO or WAC methods
Unlimited support in Slack
Custom analytics and KPI’s, tailored to your business

Gain confidence in your financial numbers

If you are serious about scaling an ecommerce business, your accounting should be perfect.
How it works — 02

We prepare your financial statements

Generally, our service integrates with Quickbooks Online or Xero, but we may be able to work with you based on your stack. Your dedicated bookkeeper will categorize unlimited bank and credit card transactions as they enter your feed, and deliver your financial statements on the 15th of every month, along with custom analytics.
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We prepare your financial statments

Financial statements include

Monthly income statement, balance sheet, and cash flow statement
Financial statements prepared using the accrual accounting method
You may need a subscription to receipt management software: Hubdoc or DEXT
Founders can be as involved with their accounting as they wish (but you won’t need to do anything if you prefer not to). We take over the bookkeeping hassle and deliver perfectly accurate ecommerce financials and tailored analytics every month. You will finally have real insights into the performance of your business, and can use this data to make better decisions
How it works — 03

Our partner firm or your own CPA files your taxes

Income tax is important. Aside from the countless benefits of bookkeeping alone, you still need to take that perfectly accurate data we prepare and have a CPA file your tax return each year. When tax time comes, all monthly financials and reconciliations will be complete, and our team will prepare the year end financial statements. While Unloop will not file your business tax return, we partner with CPAs across the country who can file your business income tax return, and Unloop clients receive a preferred rate!
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Our partner firm or your own CPA files your taxes

Can I continue working my own CPA?

Of course you can. It’s your choice whether to continue with them, work with one of our partner firms, or seek out a brand new tax expert in your area. If you choose an Unloop partner firm to file your taxes, we’ll send them your financials, bank reconciliations and answer any questions they have directly. With your own CPA, we will provide you the year end financial package and you will send it to them directly.

Please note: Access to our tax partner network is only available to Unloop bookkeeping clients.
Some of our favorite tools

Frequently Asked Questions

It depends. We want to figure out exactly what you need before we promise you anything, and come up with a plan to get the job done. Please [book a call] with us and we can discuss a price that makes sense given your bookkeeping needs.
Our shop only handles Quickbooks Online and Xero. We won’t take on bookkeeping clients that wish to continue with Sage or something else. However, we’d be happy to move you over and get you all set up.
Uh, ya. Just tell us what you need and we’ll do exactly what you’re already doing. We’ll also find a way to improve at least one part of your accounting process.
Unfortunately not. Our expertise is in full cycle accounting, AP, forecasting, payroll and building awesome free tech for ecom businesses. We partner with awesome CPAs across the US and Canada and can refer you to one if necessary.
Of course we can, if you’re hiring us to be your bookkeeper. We’ll move everything over and set up your file on day 1.

Our Process

We figure out what you need and then build you a custom package
STEP 1

Discovery Call

Book a zoom call on our website. We’ll learn about your business and determine what you need, across our services.
STEP 2

Pricing Call

We’ll propose 3 different ways to work together at 3 different price points. The price will depend on your unique accounting needs.
STEP 3

Onboarding

On your first day, we get you all set up, gain access to your technology, and start performing the agreed upon service.
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Need more convincing?

Save $60-80k annually
Departmental bookkeeping
Unlimited discussion

Why our solution beats a full-time hire

We’re hyper-focused on inventory and eCommerce businesses and already handle full cycle accounting for businesses like yours. We prepare custom financial statements and analytics, onboarding is seamless.
We’re here for the long term. Partner with Unloop as you scale your business. Flight risk is no longer a thing.
Our plans typically save founders between $60,000 and $80,000 in accounting costs per year. The service pays for itself.
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Why our solution beats a full time hire

Departmental bookkeeping

We'll organize your P&L by channel and marketplace. Assess how your business is performing by region or sales channel. Your company is too big to look at your bank balance to assess performance.
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Departmental bookkeeping

Chat with your bookkeeper in Slack

With people and technology, anything is possible. Our team goes above and beyond to provide you a perfect set of monthly financials, and we're never late.
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Chat with your bookkeeper in Slack

Success Stories

“I thought my accounting was under control. Unloop explained how COGS works and started preparing detailed reports”.
Daniel C.
CEO
“Before Unloop, my financials were just for compliance. Now I actually use them to make decisions”
FAHRA A.
ACCOUNT MANAGER
“I’ve been searching for a bookkeeper that can nail down my COGS. Unloop’s the first to get it right, thanks Mike and team.”
CHRIS L. 
FOUNDER

Stop guessing

Know exactly where your ecommerce business stands financially.
+1 877 421 7270
228 Park Ave S #82849
New York, NY 10003
United States
7676 Woodbine Ave #2
Markham, ON L3R 2N2
Canada
About unloop
Unloop is the first and only accounting firm exclusively servicing ecommerce and inventory businesses in the US and Canada. With the power of people and technology, our team dives deep into COGS and inventory accounting.. You are paired with a dedicated bookkeeping team that prepares accurate financial statements, financial forecasts, and can also pay bills or run payroll for you. Come tax time, everything is organized and ready to go, so you don't need to worry. Book a call with an ecommerce accountant today to learn more.
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