The Financial Clarity Your Brand Has Been Missing.
About Our Firm
At Atlas and Ledger, we are a full-service accounting firm focused on supporting Shopify founders who are done guessing their margins, stressing about cash flow, and worrying about inventory.
Four service tiers.
One firm.✦
01
Foundations
The Foundations tier is designed for early-stage Shopify brands that need to graduate from messy spreadsheets to accrual-based accounting. We separate your platform fees, shipping, and returns from your gross revenue, giving you your true Net Sales.
02
Growth
When you add Amazon, wholesale, or new product lines, cash flow becomes your biggest bottleneck. The Growth tier connects your storefront data with your operational expenses. We introduce our Cash-Optimized Restock Model, ensuring you know exactly how many units to order and when.
03
Scale
At this stage, a 65% gross margin means nothing if your Contribution Margin is negative after ad spend, fulfillment, and fixed overhead. The Scale tier provides the real-time financial intelligence you need to make aggressive growth decisions.
04
Fractional CFO
You've outgrown bookkeeping; you need a financial partner in the room when major decisions are made. Our Fractional CFO tier protects your margins from the "messy middle" squeeze. We build robust 13-week rolling cash flow models and prepare your financials for acquisition.
What You Get
Our 4 Core Deliverables.
01
True Revenue Visibility
Separating Shopify payouts from gross revenue, an ecommerce-native Chart of Accounts, accrual COGS — so your P&L reflects reality, not what your dashboard shows
02
Reliable Data
Month-end close, balance sheet reconciliation, multi-channel fee separation. The infrastructure that ensures every number is trustworthy
03
Modeling & Forecasting
13-week rolling cash flow model, reorder forecasting, inventory cycle planning, so you always know if you can afford the next move before you make it
04
Decision Ready Financials
Monthly P&L with variance analysis, contribution margin by product, weekly KPI dashboard. Financials that tell you what to do next, not just what happened.
Our process
From guessing to knowing.
01
Inquire
You complete the Inquiry form. We review your answers. Within 24 hours, we schedule your Audit Call.
02
The Audit Call
We review your numbers. Identify your biggest gaps. Present your financial clarity plan.
03
Clarity Plan
We present you with a 1-page plan for how to get your financials squared away.
04
Onboarding
If we are a good fit. We begin the onboarding process and manage your books ongoing.
Kind words
Trusted by teams that care about accuracy.
"I got my books in order and better understood whether I was profitable."
"Without your help and knowledge, I would be stressing about a looming IRS bill instead of growing my business."
"Man, do I appreciate you more than you know. Managing my business is so much more peaceful with your help."
