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GreenTarget

GreenTarget

会计

Mountain View,California 301 位关注者

??Get more visibility by getting your books done the eCommerce accounting way! ??Using QuickBooks Online and A2X??

关于我们

Are you an Amazon or eCommerce seller struggling to make sense of your business finances and profitability? Discover how accrual-based accounting can give you the clarity you need... We help Amazon and eCommerce sellers like you by managing your books using accrual-based accounting, tracking profitability across different sales channels, without the hassle of reconciling your sales, payouts, and settlements manually. Here’s how we’ll improve your financials: → All major platforms—Amazon, Shopify, Walmart, Etsy, eBay—connected for easy tracking → A detailed view of cash flow: where it’s coming from and where it’s going → Detailed reports showing sales, platform fees, COGS, and inventory breakdown If you’re facing any of these challenges: ?? Struggling to reconcile sales across multiple platforms ?? Difficulty calculating cost of goods sold for each channel ?? Struggling to manage cash flow despite increase in sales It’s time to gain clarity. ???? Let’s talk—book your ???????? ???????????????????????? today! ____ ???????????? ???????? “Jay is an exceptional e-commerce accountant. He expertly managed my bookkeeping for multiple entities in the US and Canada, offering valuable insights and strategic support. His dedication, English proficiency, and industry knowledge make him a standout choice. Highly recommended!” ~ Carmen W. Amazon/Walmart Seller “Jay has helped me extensively with my Amazon bookkeeping. I was a mess before I met Jay and he was able to turn a bad situation into something manageable and organized. He set up QuickBooks with A2X integration.” ~ Liam B. Amazon Seller Ready to take the next step to financial clarity? ??Drop a message to start! Email: [email protected] Upwork: https://www.upwork.com/freelancers/jayodicpa Website: www.greentarget.online

网站
www.greentarget.online
所属行业
会计
规模
2-10 人
总部
Mountain View,California
类型
个体经营
创立
2018
领域
quickbooks online、quickbooks desktop、bookkeeping、accounting、invoicing、billing、Financial reports、Profit and Loss、Cash Flow、Budgeting、Bank Reconciliation、Amazon、Stripe、PayPal、eCommerce、Walmart、Esty、eBay、Shopify和A2X

地点

GreenTarget员工

动态

  • GreenTarget转发了

    查看Jay Odi, CPA的档案

    Helping Amazon FBA Sellers with 1M to 3M annual revenue, get a clear picture of their business finances & profitability, without the headache of reconciling settlements manually ?Book your FREE Consultation today!

    ?????????????????? ???????????????????? ???????? ???????????? – ???????? ???????? ???? ???????? ?????? ????????! ?? Description: Are you making sales but still wondering where your money is going? You're not alone! In this video, we break down eCommerce accounting in a way that actually makes sense—no jargon, just clear, practical advice to help you keep more of what you earn. ?? What You’ll Learn: ? Why accounting is crucial for online sellers ? Cash vs. Accrual Accounting – Which one is best for you? ? How to track income, expenses, inventory & taxes ? The biggest accounting mistakes and how to avoid them ? The three financial reports you MUST check monthly ? When to hire an accountant to help your business grow ?? Pro Tip: Automate your bookkeeping with tools like QuickBooks, A2X, and TaxJar to save time and avoid errors. ?? Take Action Today: ?? Start tracking income & expenses ?? Choose the right accounting method ?? Use bookkeeping software to stay organized ?? Stay ahead of taxes and financial reports ?? Hire an accountant when scaling your business ?? Subscribe for more eCommerce finance tips! ?? Got questions? Drop them in the comments! Let’s build profitable online businesses together. #eCommerce #Accounting #OnlineBusiness #FinanceTips

  • GreenTarget转发了

    查看Jay Odi, CPA的档案

    Helping Amazon FBA Sellers with 1M to 3M annual revenue, get a clear picture of their business finances & profitability, without the headache of reconciling settlements manually ?Book your FREE Consultation today!

    ?????? ?????????? ???????????????? ?????????? ???????????? ???? ?????????????? ???????????????????? ???? ??????????????????????? Running a business involves managing a multitude of tasks, from handling customers and employees to dealing with suppliers and other operational aspects. With such a hectic schedule, some business owners opt to forego monthly accounting or bookkeeping. The reasons vary - some are simply overwhelmed with their workload, believing they can rely on memory or postpone the task without consequences. Others may find the numbers daunting and lack the guidance to begin. However, overlooking monthly accounting, though tempting, poses significant risks in the long run. Find out more in our video! #a2x #shopify #ecommerce #quickbooksonline

  • GreenTarget转发了

    查看Jay Odi, CPA的档案

    Helping Amazon FBA Sellers with 1M to 3M annual revenue, get a clear picture of their business finances & profitability, without the headache of reconciling settlements manually ?Book your FREE Consultation today!

    ???????????? ?????????????? ?????????????? ?????????????? & ???????????????????? ???? ????????? Here’s What You Need to Know! ?? Bookkeeping isn’t just about tracking numbers—it’s about making sure every dollar is accounted for, so you can make smart business decisions and even secure funding when needed. But here’s the tricky part: ?? Shopify payouts aren’t just your sales. They include: ?? Sales revenue ?? Shopify fees ?? Refunds ?? Gift cards (if used) If you just call everything “income,” your books could get messy FAST. And it gets even trickier with multiple payment gateways. Shopify lets customers pay through PayPal, Stripe, Klarna, Shopify Payments, and more. But each one has its own fees, processing times, and rules—making your accounting even more complex. 5 Must-Haves to Keep Your Shopify Bookkeeping Clean ?? 1. Access to Shopify & QuickBooks Online You’ll need both to track and sync your financial data properly. ?? 2. Shopify Finance Summary This report helps you see your total income, deductions, taxes, and payouts—so you can quickly spot any discrepancies. ?? 3. A2X – Your Secret Weapon ?? This app connects Shopify to QuickBooks and automatically organizes your payouts into the right categories. No more guessing! ?? 4. Merchant Account Statements If you use PayPal, Stripe, or Klarna, you need these to track extra fees and refunds accurately. ?? 5. Product Cost Info (Unit Costs per SKU) Knowing how much each item costs helps you: ?? Calculate your true profit per sale ?? Track the value of your remaining stock Get Your Books in Order Today! With these tools in place, your Shopify accounting will be smooth and stress-free. Need help? Drop a comment below or send me a message—I’m happy to guide you! ?? #a2x #shopify #ecommerce #quickbooksonline

  • GreenTarget转发了

    查看Jay Odi, CPA的档案

    Helping Amazon FBA Sellers with 1M to 3M annual revenue, get a clear picture of their business finances & profitability, without the headache of reconciling settlements manually ?Book your FREE Consultation today!

    ???????? 4: ?????? ??????????????, ??????????????, ?????? ???????????? + ?????? ?????????????????? Now that all expenses and income transactions have been added to the books, it’s a good time to run reports and start analyzing! ============================================ QUICK TOUR: How to access Reports How to customize reports How to Save a report for quick access How to extract reports to Excel ============================================ 3 Basic Management Reports A. Profit and Loss What is a profit and loss The basic parts of a profit and loss Income/Sales Cost of Goods Sold/Cost of Services Operating Expenses Other Income/Expense Net Income/Bottomline Finalizing profit and loss B. Balance Sheet What is a balance sheet The basic parts of a balance sheet Assets Liabilities Equity Top Accounts to review in a balance sheet Cash Accounts Receivable Accounts Payable Finding missing accounts in a balance sheet Fixed assets purchased Loans obtained Owner investments Owner personal payments Finalizing the balance sheet C. Cash Flow Report What is a cash flow report The basic parts of a cash flow report Operating Activities Investing Activities Financing Activities Cash Increase and Cash balances Indirect method cash flow report Direct Method Cash Flow report ============================================ SUPPORTING REPORTS: Profit and Loss YTD Vertical Analysis - shows how Total Sales is getting divided, allotted or consumed by COGS items and Operating Expenses. Very useful in understanding how to grow your net income. A/R Aging Summary - shows how much receivables are getting overdue. Overdue ones has lesser collection rate, so you need to avoid a growing overdue amount. A/P Aging Summary - shows how much payables are getting overdue. Be sure to pay your overdues to maintain healthy relationship with your suppliers and contractors. ============================================ WHAT YOU SHOULD DO: Customize Reports Save reports for quick access Understand the reports Use at least the 3 basic management reports Take training/lessons to better understand the reports Use the reports to improve your business Review the reports at least on a monthly basis NOTE: Don’t limit yourself to using only the profit and loss =========================================== KPI REPORTING: What is KPI Reporting Quick Tour Quick Explanation In this video series, I will share easy-to-follow, simple, and effective steps to setting up your books in QuickBooks Online! #Upwork #quickbooks #bookkeeping #qbo #amazon #ecommerce

  • GreenTarget转发了

    查看Jay Odi, CPA的档案

    Helping Amazon FBA Sellers with 1M to 3M annual revenue, get a clear picture of their business finances & profitability, without the headache of reconciling settlements manually ?Book your FREE Consultation today!

    ???????????? ???????????? ???????????????????? ??????????????! Here is a quick summary of the Amazon Accounting process we usually follow: a. Banking - sync, categorize, and reconcile bank and credit card accounts b. Sync Amazon Sales, Fees, and Deposits to QuickBooks Online - using A2X Match bank deposits to the Amazon settlements c. Reconcile Sales from Amazon reports to QBO records d. Record inventory purchases e. Calculate COGS per month - using sold qty and cost per unit f. Record COGS per month g. Calculate the inventory balance per month using the remaining quantity and cost per unit h. Make necessary entries to correct inventory balances per month i. Review expense categorization issues, resolve the issues j. Send Ask My Owner list for review - for items I'm not sure of h. Reclassify Ask My Owner items i. Generate Financial Reports - Profit and Loss, Profit and Loss % of Sales, Cash Flow, and Balance Sheet j. Review the reports to find issues, correct the issues, and update the reports k. Create KPI reports and direct cash flow reports - for deeper analysis of the business numbers l. Interpret the resulting numbers, analyze the trends and status of the business, and make recommendations Subscribe for more eCommerce accounting tips! #Upwork #quickbooks #bookkeeping #qbo #amazon #ecommerce

  • GreenTarget转发了

    查看Jay Odi, CPA的档案

    Helping Amazon FBA Sellers with 1M to 3M annual revenue, get a clear picture of their business finances & profitability, without the headache of reconciling settlements manually ?Book your FREE Consultation today!

    ???????? 3: ????????????????, ????????????????, ?????? ???????????????? In our previous video, we discussed bank reconciliation in QuickBooks online. After all banking transactions are done and reconciled, it’s time to bring your Sales records into your QuickBooks Online setup Invoices and payments received are one of the areas in which most business owners don’t have solid record keeping. Most of the time, not all invoice payments are recorded, and not all deposits are matched to payments. It’s easy to trace them if it’s just a few invoices a month, but if you are sending a lot of them on a monthly basis, and you have payment terms that are more complex - installment payments, down payments, etc. It’s very easy to mess up with your records. QUICK TOUR: ??How to create an invoice ??How to receive payment ??How to deposit a payment ??COMMON PROBLEMS ?WHAT YOU SHOULD DO TWO MAJOR APPROACHES 1. Full accrual accounting 2. Cash accounting What are the situations in which these two methods can be used? ??WHAT YOU SHOULD NOT DO In this video series, I will share easy-to-follow, simple, and effective steps to setting up your books in QuickBooks Online! Be sure to subscribe to my channel to get notified of the new videos to be uploaded :) #accounting #bookkeeping #quickbooksonline #amazonfba

  • GreenTarget转发了

    查看Jay Odi, CPA的档案

    Helping Amazon FBA Sellers with 1M to 3M annual revenue, get a clear picture of their business finances & profitability, without the headache of reconciling settlements manually ?Book your FREE Consultation today!

    ???????? 2: ???????? ???????????????????????????? Now that we are done with syncing your banks and credit cards, and categorizing your transactions, it’s time to move to bank reconciliation. What is bank reconciliation? The process of matching the accounting records in QuickBooks Online with the monthly PDF statement coming from the bank. A. WHAT YOU SHOULD DO: - Good record keeping - check and categorize on a daily or at least weekly basis - Be careful using bank rules - do not just accept the suggestions QBO makes, and do not auto-add unless you are 100% sure it’s correct - Use the bank statement monthly PDF balance - only this balance. For a more detailed guide on how to have a smooth bank reconciliation B. WHAT YOU SHOULD NOT DO: - Do not omit personal transactions - if personal expenses are paid via a business account, record them as owner expenses…do not delete them. - Do not use the balance in the bank feeds to reconcile the accounts - Do not reconcile the banks or credit cards on inconsistent dates - only use the ending dates on the monthly statements - Avoid manually reconciling items in the bank register - Do not force reconciliation even for very small variance C. TIPS TO SOLVE DISBALANCE - Double-check the beginning balance first - Double-check the ending date - Double-check the ending balance - Double-check the total debits and total credits - Double-check the number of transactions - Match them first in Excel In this video series, I will share easy-to-follow, simple, and effective steps to setting up your books in QuickBooks Online! #quickbooksonline #ecommerce #accounting #bookkeeping #bankreconciliation

  • GreenTarget转发了

    查看Jay Odi, CPA的档案

    Helping Amazon FBA Sellers with 1M to 3M annual revenue, get a clear picture of their business finances & profitability, without the headache of reconciling settlements manually ?Book your FREE Consultation today!

    Join?me?in?this?video?series?where?I'll?guide?you?through?easy,?straightforward,?and?effective?steps?to?set?up?your?books?in?QuickBooks?Online!???? Ready?to?streamline?your?banking?feeds?????Let’s?simplify?the?process: Step?1:?Sync?and?Categorize?Banking?Feeds A.?Syncing?Bank?Feeds 1. Sync?your?bank?accounts,?credit?cards,?and?PayPal 2. For?older?transactions: - Grab?your?monthly?PDF?statements. - Convert?them?to?CSV?files. - Upload?them?to?QBO?bank?feeds. B. Categorizing?Transactions 1. Assign?correct?vendors,?categories,?tags,?and?memos. 2. Create?bank?rules?to?help categorize?transactions. 3. Categorize,?find?matches,?and?record?transfers. 4. The different bank feeds sections: For review, Categorized, and Excluded #accounting #bookkeeping #quickbooksonline #amazonfba

  • 查看GreenTarget的组织主页

    301 位关注者

    查看Jay Odi, CPA的档案

    Helping Amazon FBA Sellers with 1M to 3M annual revenue, get a clear picture of their business finances & profitability, without the headache of reconciling settlements manually ?Book your FREE Consultation today!

    Let's Convert a Service Type Chart of Accounts and Profit and Loss Report to an Amazon Seller One! In this video, we started with a Service type company chart of accounts and profit and loss. The goal will be to convert it to an Amazon business optimized chart of accounts and a profit and loss report. Let's dive in and see how we can do that! #ecommerce #amazon #accounting #quickbooks #bookkeeping

  • 查看GreenTarget的组织主页

    301 位关注者

    Let's Convert a Service Type Chart of Account and Profit and Loss Report to an Amazon Seller One! In this video, we started with a Service type company chart of accounts and profit and loss. The goal will be to convert it to an Amazon business optimized chart of accounts and profit and loss report. Let's dive in and see how we can do that! https://lnkd.in/e-qF4SzC Subscribe for more eCommerce accounting tips! https://lnkd.in/e4tPEVHS #ecommerce #amazon #accounting #quickbooks #bookkeeping

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