Join Fellow E-Commerce Founders
Who We Are
We handle the accounting, tax, and CFO work behind growing
e-commerce Brands.
Proview CFO is a Dallas based accounting and advisory firm built for e-commerce. We work with DTC brands, Amazon and marketplace sellers, and omnichannel companies from startup stage through $150M+ in annual revenue.
Most e-commerce owners can tell you their revenue. Far fewer can tell you what a single order actually earns after ad spend, merchant fees, shipping, and returns, or how much cash their next inventory order will tie up. That is the gap we close: clean, inventory-aware books, real margin visibility, and guidance you can act on.
Get the financial expertise you need to run and grow your business without the cost and complexity of building a full in house team.
Testimonials
THEY SAID IT
BETTER THAN
WE COULD
Real feedback from the e-commerce founders and operators we work with every day.
EXTREMELY TALENTED STRATEGIC THINKER
Collin is an extremely talented strategic thinker. His experience and knowledge around business finance and strategy shows true every conversation we have. I have worked with Collin and his team for accounting, financial clean up, planning and strategizing — and continue to be impressed with how he thinks about businesses as a whole. He always has valuable insights and ideas, and I have referred Collin to many friends and will continue to for years to come.
A STRATEGIC PARTNER FOR SCALING FOUNDERS
As a bootstrapped founder scaling a subscription app, I needed a CFO who understood both financial strategy and the realities of a fast-moving startup. I was looking for someone who could go beyond bookkeeping or compliance and help me think through cash flow planning, growth investments, and long-term structure for the business. Proview stood out because they have experience working with founders and SaaS-style businesses. Collin was able to translate financial data into clear insights and decisions.
UNDERSTANDS FINANCE COMPLETELY
Really enjoy working with Collin and we’ll engage with him even more in the future. Great guy, understands finance completely.
A GAME-CHANGER FOR OUR BUSINESS
Collin has been a game-changer for our business. His financial insights provided clarity and direction we’ve long needed. He’s not just a CFO; he’s a strategic partner who genuinely cares about our success. Thanks to him, we’ve maximized profitability and set a clear path for growth. Highly recommend!
A TRUE ALLY IN OUR GROWTH JOURNEY
We’ve worked with Collin for just a few months, and the impact on our business has been significant without needing a full-time CFO. Collin’s commitment to understanding every aspect from product to sales strategy enables him to provide accurate forecasts and spark insightful strategic debates about scaling. His comprehensive financial dashboard and regular reporting empower our decision-making.
How we help e-commerce businesses grow profitably.
what we do
Whether you need a full finance function or extra firepower for the team you have, we build the package around your channels, your inventory, and your stage of growth.
E-Commerce Accounting
- U.S. GAAP Accrual Accounting
- Inventory, COGS & Landed Cost Accounting
- CFO-Designed Chart of Accounts
- Channel & SKU-Level Reporting
- Payout & Settlement Reconciliation (Shopify, Amazon, Stripe, PayPal)
- Monthly Financial Statements
- Lender & Due-Diligence Ready Books
FP&A and CFO Advisory
- Full Financial Management
- Contribution Margin by Channel & SKU
- Inventory Planning & Cash Conversion Cycle
- Budgeting & Variance Analysis
- Pricing, Promo & Discount Strategy
- Scenario Planning for Seasonality & Stockouts
- Monitor Key Metrics: MER, Contribution Margin, AOV, Repeat Purchase Rate
Business Tax Services
- Business Tax Preparation & Filing
- Federal & Multi-State Tax Compliance
- Quarterly Estimated Tax Planning
- Inventory & Cost of Goods Tax Planning
- Business Entity & Owner Comp Planning
- Multi-State Sales Tax Compliance & Filing
- Year-End Tax Planning & Advisory
Why E-Commerce Businesses Choose Proview
When you partner with Proview CFO, you're not just hiring an accountant or a tax preparer. You're gaining a finance partner who understands inventory, ad spend, marketplace fees, and the cash squeeze that comes with growth.
Here's why e-commerce businesses trust us with their numbers:
E-Commerce Is Core
We prioritise e-commerce brands, so we already know how inventory, returns, merchant fees, and ad spend distort your P&L, and how to build books that show you the truth.
Accounting, Tax & CFO Strategy Under One Roof
Accurate inventory-aware books, clean monthly reporting, tax filing, and forward-looking strategy from one team, instead of three separate vendors who never talk to each other.
Margin Clarity, Not Just Clean Books
You will know what each channel and product line actually earns after ads, fees, freight, and returns, so you can push what is working and cut what is not.
Proactive Tax & Financial Guidance
We help you stay ahead of filing deadlines across every state you sell in, spot planning opportunities before year-end, and make informed decisions all year instead of finding out in April.
Built to Scale With You
Whether you are a business finding its footing or an established seller doing eight figures across DTC, Amazon, and wholesale, our packages adapt as you add channels, SKUs, and headcount.
Cash Flow Planned Around Your Inventory
We forecast the cash your next purchase order will tie up, so you can buy stock with confidence instead of guessing and hoping the payouts land in time.
FAQ
Frequently Asked Questions
What makes Proview CFO different from a traditional accountant?
Unlike a traditional accountant, we combine accurate day-to-day accounting with CFO-level strategy under one roof, so you get clean books and forward-looking guidance from a single partner. We also specialize exclusively in e-commerce, so we understand inventory and landed cost, marketplace and processor fees, returns, and ad-driven growth, rather than applying a one-size-fits-all approach built for service businesses.
What kind of e-commerce businesses do you work with?
We work with e-commerce businesses from early traction through $150M+ in annual revenue: DTC businesses on Shopify, Amazon and marketplace sellers, and omnichannel companies selling direct plus wholesale or retail. Whether you are getting your books in order for the first time or scaling across new channels, our packages adapt to where your business is today.
How does your pricing work?
Our accounting and FP&A/CFO advisory services are offered as flexible packages that scale with your stage of growth, so you only pay for the level of support you need. Pricing reflects your sales volume, the number of channels you sell on, and how complex your inventory is. Book a call and we will recommend the right package after learning about your goals and current setup.
Is it just accounting, or do you offer more?
We are a full-service finance partner. That includes day-to-day accounting, payout and settlement reconciliation, AP/AR, payroll, and month-end closes, plus FP&A and CFO advisory like inventory forecasting, cash flow strategy, margin analysis by channel and SKU, and growth planning. You get one partner for everything finance instead of juggling multiple vendors.
How do we get started working together?
It starts with a discovery call where we learn about your business, your channels, and your current financial setup. From there we clean up your books, including inventory and COGS, which is where most e-commerce books break, connect your sales and payout data, and build your forecasting model. Then you get clear monthly reporting and ongoing strategic guidance as you grow.
Do you work inside Shopify, Amazon, and our existing accounting stack?
Yes. We work in QuickBooks Online and Xero, and we connect the sales, inventory, and payout data from the platforms you already sell on: Shopify, Amazon, Walmart, Stripe, PayPal, through the integrations built for e-commerce settlement data. That means your books reflect what actually hit your bank account, not just what your storefront reported in gross sales. If you already have a stack in place, we will work inside it rather than making you rebuild.
From proview cfo's blog
Finance and tax insights for e-commerce businesses
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