Financial Intelligence and Advisory for High-Growth E-Commerce Brands
High-growth online brands do not usually have a standard bookkeeping problem. They have a broken financial data setup. When your Shopify or Amazon payouts do not match your physical bank deposits perfectly, you are dealing with hidden transaction errors. These loops quietly drain your cash runway and leave internal accounting teams completely overwhelmed.
As an E-Commerce Systems Architect, I bridge the gap between high-volume storefront sales and clean financial reporting. I bring a decade of deep corporate accounting, financial analysis, and enterprise technology consulting experience to every file. My background includes managing multi-million dollar ledger reconciliations at NBT Bancorp and designing complex data architectures for corporate clients at Gartner.
This practical experience is backed by a rigorous academic foundation. I hold a B.S. in Finance and a STEM-designated MBA from the University of Rochester Simon Business School, where I was appointed to coach candidates and serve as the graduate teaching assistant for managerial accounting. My technical training also includes foundational computer science and engineering coursework, giving me a unique ability to map out clean database flows.
This blend of corporate finance and systems engineering means I understand the deep accounting logic behind your numbers, not just the software buttons. I build automated workflows that normalize merchant fees, isolate rolling reserves, and track complex multi-warehouse inventory values without software data bloat. I hold verified master credentials as an Advanced QuickBooks ProAdvisor, a Xero Level 3 Specialist, and an A2X Certified Partner. S.R. Consulting Group operates on a strict asynchronous model, meaning I deliver pristine trial balances directly to your CPA with zero live meeting overhead.
Reviewing active software and sales channels to determine the most efficient setup path for your store data.
Normalize platform fees and track cross-channel momentum from a single screen. Built for brands scaling across multiple digital storefronts.
Isolate unit economics, calculate post-tariff margins, and monitor cross-border sales thresholds to stay tax-ready.
Stop transaction mismatches. Match payouts against physical bank deposits and isolate rolling reserves without spreadsheet lag.
Regular ledger management, monthly financial statement preparation, and continuous accounting system oversight.
Moving legacy database records into a high-performance cloud ledger while safeguarding data integrity.
Untangling messy supplier logs, resolving transaction mismatches, and rebuilding clean records for tax readiness.
Reviewing cross-border volume thresholds while embedding automated tax compliance tools into your storefront.
Connecting platforms like Shopify, Amazon, Stripe, and PayPal to handle automated payout matching without data bloat.
Building automated break-even models to isolate platform fees, unit economics, and post-tariff profit margins.