Accounting

Running an Amazon or eCommerce business is exciting until you check your books and realize… things don’t quite add up.

Maybe you’re relying on Inventory Lab or spreadsheets, assuming they’re “good enough.” But when tax season rolls around, or you try to figure out your actual profits, you’re stuck in a mess of missing expenses, confusing fees, and numbers that don’t make sense.

Sound familiar? You’re not alone. Most eCommerce sellers struggle with bookkeeping because platforms like Amazon and Shopify are great at showing you revenue but not real profits.

Here’s the good news: there’s a way to clean up your books, automate your finances, and never guess your profits again. Let’s break it down.

The Problem: Your Books Are Holding You Back

You’re selling products. Orders are rolling in. But at the end of the month, you’re not sure how much you’re actually making. Here’s why:

• Amazon & Shopify reports only tell part of the story. They show revenue but don’t break down COGS, fees, refunds, and advertising costs which means you’re guessing your actual profit.
• Spreadsheets and Inventory Lab don’t sync with your bank accounts. So expenses get missed, and your financials are never 100% accurate.
• You’re stuck doing manual data entry. Instead of focusing on scaling your store, you’re spending hours fixing numbers or ignoring them altogether.

If your books are a mess, your taxes will be worse and your decisions are based on best guesses instead of real numbers.

This is where eCommerce sellers lose money without realizing it.

The Solution: Automate Your Bookkeeping with QuickBooks Online + A2X

The fix? Ditch the spreadsheets and let QuickBooks Online + A2X handle the hard work.

What’s A2X?

A2X automatically pulls sales data from Amazon & Shopify and syncs it to QuickBooks Online. That means:

• No more manual data entry—sales, fees, and refunds are automatically categorized.
• Real-time profit tracking—see your numbers accurately, not just “guesstimated.”
• Cleaner books = easier tax filing—because no one likes last-minute scrambling.

Why QuickBooks Online?

QuickBooks integrates with A2X to give you a complete financial picture in one place. You can:

• Track inventory & expenses automatically.
• Reconcile sales and fees with your bank accounts.
• See your real profit margins instantly.

This setup eliminates the most common eCommerce bookkeeping mistakes so you can focus on growing, not fixing numbers.

How Insogna CPA Makes It Easy

At Insogna CPA, a trusted CPA firm in Austin, Texas, we help eCommerce businesses like yours ditch messy spreadsheets and upgrade to a bookkeeping system that actually works.

Here’s how we help:

• We set up QuickBooks Online + A2X for you, so your finances are clean and automated from day one.
• We clean up past bookkeeping messes, so you’re not stuck fixing last year’s mistakes.
• We provide expert tax planning, so you never overpay (or stress about IRS surprises).

We get it. You started your eCommerce business to sell great products, not to become a bookkeeping expert. That’s where we come in.

Why This Matters: More Profits, Less Stress, Zero Guesswork

When your books are dialed in, your business runs smoother. Here’s what a real accounting system can do for you:

• No more surprise tax bills—everything is tracked properly, so you know what’s coming.
• Instant financial clarity—know your profit margins, top expenses, and best-selling products in real time.
• More time to grow—stop wasting hours on manual bookkeeping and focus on what actually moves the needle.

At Insogna CPA, one of the top CPA firms in Austin, Texas, we help Amazon and eCommerce sellers make smarter financial decisions with stress-free bookkeeping.

Let’s Fix Your Bookkeeping: Schedule a Free Consultation Today!

You didn’t launch your eCommerce business to spend nights drowning in spreadsheets. Let’s get your books set up the right way so you can focus on scaling, not sorting through transactions.

Book a consultation with Insogna CPA today, and we’ll set up your accounting system for real-time financial tracking—no more guesswork!

Falling behind on bookkeeping is more common than you think. Between managing daily operations and keeping up with clients, it’s easy to lose track of financial records. However, outdated bookkeeping can lead to costly mistakes—like missed deductions, IRS penalties, and cash flow confusion.

If your financial records feel overwhelming, you’re not alone. As a trusted Austin, Texas CPA, Insogna CPA helps businesses catch up quickly while ensuring their books stay clean and compliant. Let’s break down why it happens and how to get back on track.

The Problem: Outdated Books Cause More Than Just Stress

When bookkeeping falls behind, it creates a ripple effect of financial complications, including:

• Late Tax Filings & Penalties: Unreconciled financial data often leads to missed deadlines and IRS penalties.
• Missed Deductions: Without accurate records, you could overlook deductible expenses, increasing your tax liability.
• Poor Cash Flow Visibility: If your financial statements are incomplete, it’s hard to understand your profitability and plan for growth.
• Increased Audit Risk: Disorganized records can trigger IRS audits due to incomplete or inaccurate reporting.

If this sounds familiar, it’s time for a better approach—and a professional small business CPA in Austin can help.

The Solution: A Step-by-Step Guide to Catching Up on Bookkeeping

At Insogna CPA, we specialize in helping businesses catch up on overdue bookkeeping. Here’s our proven process to get your finances back on track:

Step 1: Gather All Financial Records

We start by collecting all essential financial documents, including:

• Bank and credit card statements
• Receipts and invoices
• Payroll records
• Loan and debt statements

Why It Matters: Missing documents lead to financial gaps. Our Austin accounting services ensure you have everything needed for a complete financial review.

Step 2: Reconcile All Bank & Credit Card Accounts

Next, we reconcile your accounts to ensure every transaction is accurately recorded:

• Match bank and credit card statements with accounting records
• Identify duplicate or missing transactions
• Resolve discrepancies in financial reports

Why It Matters: Proper reconciliation ensures your financial data is reliable and IRS-compliant. Our CPA South Austin team makes this process stress-free.

Step 3: Identify and Categorize Missed Transactions

Missed or improperly categorized transactions can distort your financial health. We ensure:

• All transactions are reviewed and categorized correctly
• Business and personal expenses are separated
• Income and expenses are accurately recorded

Why It Matters: Proper categorization prevents overpaying on taxes. Let our CPA in Round Rock, TX help you optimize your records for tax savings.

Step 4: Correct Errors with Adjusting Journal Entries

If errors are detected, we adjust your records to reflect true financial activity:

• Adjust journal entries to fix past mistakes
• Remove duplicate entries
• Ensure all accounts balance correctly

Why It Matters: Clean, error-free records help avoid IRS scrutiny. As one of the best CPA firms in Austin, we ensure accuracy and compliance in every step.

Step 5: Generate Updated Financial Statements

Once reconciled, we prepare key financial reports that offer a clear picture of your business health:

• Profit & Loss (P&L) Statement
• Balance Sheet
• Cash Flow Statement

Why It Matters: These reports provide insights into revenue, expenses, and profitability—crucial for smart financial decisions. Our Austin accounting firm delivers clarity, not just numbers.

Step 6: Implement Systems for Future Success

Catching up is just the beginning. We’ll help you stay organized moving forward:

• Set up real-time tracking tools like QuickBooks Online
• Provide ongoing monthly reconciliation services
• Offer proactive tax planning to keep you compliant year-round

Why It Matters: Consistent bookkeeping prevents backlogs and financial stress. As a leading CPA firm in Austin, TX, we keep businesses on track.

Why Choose Insogna CPA?

At Insogna CPA, we offer more than just bookkeeping catch-up—we provide Austin accounting services designed to keep your business healthy long-term. Here’s why we’re trusted by businesses across Texas:

✅ Expert Team: Our CPA firms in Austin, TX offer advanced financial expertise tailored to small businesses.
✅ Custom Solutions: Whether you need full-service accounting or help with overdue books, we customize our approach.
✅ Proactive Planning: We help businesses stay compliant and profitable with forward-thinking strategies.

The Risks of Delaying Bookkeeping Catch-Up

Postponing your bookkeeping backlog can result in:

• Tax Penalties: Missed deadlines can lead to fines and interest charges.
• Missed Deductions: Incomplete records often mean lost savings opportunities.
• Inaccurate Financial Decisions: Without clear financial data, you’re flying blind.

Don’t risk your business’s success. Work with a professional accounting firm in Austin like Insogna CPA today.

Take Control of Your Business Finances Today

Catching up on your bookkeeping doesn’t have to be stressful. With Insogna CPA, you get expert support from one of the top CPA firms in Austin, Texas. We simplify the process, help you avoid penalties, and ensure your financial records are audit-ready.

👉 Ready to get back on track? Contact Insogna CPA today and let our expert team help you stay compliant, maximize deductions, and simplify your financial management.

Congrats! Your business is now taking off! But with growth comes more transactions, more expenses, and (unfortunately) more accounting headaches. If you’re still tracking finances in spreadsheets or trying to DIY bookkeeping with outdated software, it’s time for an upgrade.

The right accounting software can save you hours of work, help you manage cash flow, and make tax season a breeze but only if you choose the right one. So, which one should you go with? Let’s break it down.

At Insogna CPA, a trusted CPA firm in Austin, Texas, we help small businesses and eCommerce sellers pick, set up, and optimize accounting systems that work for them. Here’s how to find the right fit.

Step 1: Figure Out What Your Business Actually Needs

Before diving into software comparisons, ask yourself: What do I need my accounting software to do? Because let’s be real: what works for a solo freelancer won’t cut it for an eCommerce seller processing hundreds of orders a day.

Here’s a quick cheat sheet based on your business type:

 ✔ Freelancers & Service-Based Businesses: Need invoicing, expense tracking, and simple tax reporting.
 ✔ E-commerce Sellers (Amazon, Shopify, Etsy): Must have inventory tracking, multi-channel sales reports, and automated sales tax calculations.
 ✔ Manufacturing & Wholesale: Look for job costing, raw materials tracking, and supply chain management.
 ✔ Growing Companies with Employees: Need payroll, cash flow forecasting, and real-time financial analytics.

Not sure what features you need? A quick chat with an Austin tax accountant can help you figure out the best setup for your business.

Step 2: Compare the Best Accounting Software Options

Now that you know what you need, let’s look at the most popular accounting tools and their pros and cons.

1. QuickBooks Online: The Gold Standard for Small Business

Best for: Small businesses, freelancers, service-based businesses
 Key Features: Invoicing, bank reconciliation, expense tracking, payroll
 Pros: Easy to use, integrates with hundreds of apps, cloud-based
 Cons: Can get pricey as you scale, not ideal for complex inventory

Perfect for businesses that need an all-in-one, easy-to-use accounting tool. Need help setting up QuickBooks in Austin? Insogna CPA has your back!

2. Xero – Best for Startups & Online Businesses

Best for: Tech startups, digital businesses, service providers
 Key Features: Automated bank feeds, invoicing, project tracking
 Pros: More affordable than QuickBooks, great for international businesses
 Cons: Learning curve, fewer integrations than QuickBooks

Xero is a great pick for tech-savvy entrepreneurs who want automation at a lower cost.

3. NetSuite – For Businesses That Need All the Bells & Whistles

Best for: Large businesses, manufacturers, eCommerce sellers scaling fast
 Key Features: ERP system, inventory management, automated workflows
 Pros: Covers accounting, CRM, and inventory in one platform
 Cons: Expensive, requires setup and training

If your business is growing rapidly and needs advanced tracking, NetSuite is worth considering.

4. Wave – The Free Option for Solopreneurs

Best for: Freelancers, consultants, solopreneurs
 Key Features: Free invoicing, expense tracking, and reporting
 Pros: 100% free, simple to use
 Cons: No advanced features, limited customer support

Wave is a great starter option, but most businesses will outgrow it quickly.

Step 3: Pick Software That Works for Your Industry

Every industry has unique accounting challenges, so your software needs to handle them.

 ✔ E-commerce & Retail: Shopify, Amazon, and Etsy sellers should use QuickBooks, NetSuite, or Xero with integrations like A2X for automated transaction tracking.
 ✔ Manufacturing & Wholesale: You’ll need inventory management, job costing, and supplier tracking—NetSuite or QuickBooks Enterprise can help.
 ✔ Service-Based Businesses: If your income is client-based, Xero or QuickBooks will likely be your best bet.

Need help integrating your accounting software with your other business tools? A CPA in Austin, Texas can set everything up so your numbers are always accurate and up to date.

Step 4: Real-Time Accounting = Smarter Business Decisions

Choosing the right accounting software isn’t just about tracking income and expenses, it’s about having instant access to your finances so you can make better decisions.

Here’s why real-time accounting is a game changer:

 ✔ Know your cash flow at all times (no more guessing if you can afford that new hire).
 ✔ Make tax season stress-free (because everything is already organized).
 ✔ Plan for growth with accurate profit and loss reporting.
 ✔ Stay compliant with automated sales tax and payroll reporting.

When your accounting is dialed in, you can focus on growing your business. A small business CPA in Austin can help you set up automated accounting that works for you.

Step 5: Get Expert Help Setting Up Your Accounting Software

Picking the right software is just the first step. Setting it up properly is what makes the real difference.

At Insogna CPA, one of the most trusted CPA firms in Austin, Texas, we help businesses:
 ✔ Choose the right software based on industry & business needs
 ✔ Automate bookkeeping so financial tracking is effortless
 ✔ Optimize accounting workflows for tax planning & cash flow management

Need help setting up your accounting system? Let Insogna CPA handle it for you. Schedule a free consultation today!

Managing your business finances starts with good bookkeeping—but as your company grows, so do your financial needs. If you’re only getting basic transaction tracking without strategic insights, you may be missing opportunities to lower your tax liability, optimize cash flow, and prepare for future growth.

Here are five clear signs it’s time to move from a bookkeeper to a professional CPA firm in Austin, Texas for more proactive financial management.

1. You’re Only Getting Basic Data Entry—Not Strategic Financial Advice

A bookkeeper’s primary role is recording transactions, but growing businesses need more than just historical data. If you’re not getting strategic insights to help you make informed financial decisions, it’s time to upgrade.

✅ What a CPA Firm Provides:

• Advanced financial planning and cash flow optimization.
• Tax-saving strategies tailored to your business.
• Industry-specific financial insights for smarter decisions.

At Insogna CPA, our Austin accounting services offer expert financial coaching alongside standard bookkeeping to help your business thrive.

2. Tax Season Feels Like a Guessing Game

If your tax process feels rushed or uncertain every year, your current financial system might be missing proactive planning. A bookkeeper can record expenses, but a CPA in South Austin can prepare a comprehensive tax strategy that saves you money.

✅ What a CPA Firm Provides:

• Proactive tax planning throughout the year.
• Assistance with estimated tax payments for better cash flow management.
• Maximized deductions through expert compliance strategies.

With a small business CPA in Austin, you’ll gain year-round support—not just during tax season.

3. Your Business is Growing and Needs Advanced Financial Management

If your revenue, team size, or operational complexity has increased, a bookkeeper might no longer meet your needs. Expanding businesses require more than basic transaction recording—they need financial forecasting and profit optimization.

✅ What a CPA Firm Provides:

• Budget planning and cash flow forecasting.
• Entity structure planning to optimize tax savings.
• Advanced reporting for business performance insights.

As one of the best CPA firms in Austin, Insogna CPA helps growth-focused businesses implement financial systems that scale.

4. Your Financial Records Are Messy or Incomplete

Are your books disorganized, missing critical details, or causing confusion during tax time? Messy recordkeeping can result in missed deductions, tax penalties, or even an IRS audit.

✅ What a CPA Firm Provides:

• Regular reconciliation of your financial records.
• Clear, compliant record-keeping systems.
• Year-round financial organization to reduce audit risks.

Partnering with a CPA in Round Rock, TX like Insogna CPA ensures your records stay compliant and audit-ready.

5. You Need Proactive Planning—Not Just Reactive Reporting

A bookkeeper records past data. A CPA firm in Austin, TX can help you plan for the future. If you’re only receiving historical reports with no forward-looking strategies, it’s time for a change.

✅ What a CPA Firm Provides:

• Proactive strategies for profit growth.
• Guidance on major financial decisions, such as expansions or investments.
• Real-time adjustments based on financial performance.

Our Austin accounting firm specializes in forward-thinking strategies that help you make proactive financial decisions with confidence.

Why Choose Insogna CPA?

At Insogna CPA, we’re not just a CPA firm—we’re your strategic financial partner. Here’s why we’re among the top accounting firms in Texas:

✅ Customized Solutions: Personalized services for businesses of all sizes.
✅ Advanced Tax Strategy: Minimize liabilities while staying compliant.
✅ Real-Time Financial Insights: Tools and reporting for better decision-making.

As one of the best CPA firms in Austin, we specialize in providing proactive financial strategies to help you scale confidently.

Take Control of Your Business Finances Today

If your business has outgrown basic bookkeeping, it’s time to upgrade to a full-service CPA firm in Austin, Texas. Insogna CPA provides expert financial guidance, tax planning, and proactive strategies tailored for small businesses.

👉 Contact Insogna CPA today to schedule a consultation and experience the difference a proactive financial partner can make for your business success.