- Decode Your Profit & Loss Like a Pro
- The Art of Cash Flow Management
- How to Avoid Looking Like an Amateur When You're Exit Ready
We first make sure that you're not at risk of losing your business and fix any broken links in your financial systems.
Next, we tailor your reports & bookkeeping to be specific for e-commerce & your business goals.
Finally, we put all the pieces together - making clear sense of your numbers - and track your progress toward success!
Let's put a stop to inaccurate or behind bookkeeping. We can quickly catch your books up if it has yet to be touched in who knows how long, and we can fix your bookkeeping if it needs to be corrected. In fact, we do this all the time, and it's quite common! eCommerce bookkeeping is complex, and we often see innocent mistakes in the numbers; they're no big deal! We've mastered eCommerce bookkeeping and will get you up to speed in no time.
We compound your monthly activity from all your sales channels, banks, credit cards, and lines of credit and produce internal financial statements for your company.Your monthly package will include the three primary financial statements, monthly metrics aligning with your goals, and executive notes. We send out a review video each month and host an Upscale Metrics Meeting each quarter to review your package so you are equipped with the correct data for critical business decisions.
We utilize tools such as Avalara to ensure our clients sales tax compliance is up-to-date. While we may not be completing the filing for you each period, our packages come with sales tax assistance. We review the data in Avalara regularly for accuracy and timely filing.
We can't stress it enough -- You need to regular reviews of your business performance to stay on top of objectives and key results (OKRs), Key Profit Indicators (KPIs), Budgets, and Benchmarking. Our Internal Advisory package gives us objectives to focus on in our quarterly meetings beyond the financial statements.
"Danielle and Upscale Bookkeeping has been a godsend! Her understanding of online-based businesses is invaluable. We're so grateful!"
- Mandy R
Business Owner
"Danielle has completely saved the financial behind-the-scenes of my business. My business’s books are now extremely organized and easy to navigate."
- Dominique T.
Business Owner
"I initially hired her to cleanup my books for tax filing. I was so impressed by her work that I hired her on for monthly bookkeeping"
- Jared B
Business Owner
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Hello and thank you for being here! My name is Danielle Madden, I am the owner and head bookkeeper at Upscale Bookkeeping. I am a whiz at eCommerce bookkeeping and a firm believer that if you don't know your numbers, you don't know _ (fill in the blank). I have built my business with the objective of consistently providing my clients the opportunity to make informed choices. We aim to go beyond providing clean and accurate books that are hand-off ready for your CPA for tax season, we make a conscious effort to help you understand every aspect of your business that affects your numbers. So why eCommerce? We grew into it. My earliest clients were in the eCommerce space and I've spent years mastering and falling in love with the eCommerce industry. In 2022 I made the decision to redirect Upscale Bookkeeping to solely serve eCommerce + online businesses of all sizes.
Do you have additional questions? I would love to chat. You can schedule a 20-minute call directly with me at the link below. Remember to grab your ebook trio before you exit!
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© 2023 Upscale Bookkeeping
2621 Green River Rd Suite 105 #2039, Corona, CA 92882
hello@upscalebookkeeping.com
(714) 983-0335