WORK SAMPLES

Profit Clarity System™ – Complete Profitability for Shopify

eCommerce Profitability Strategist | Shopify & Amazon Financials

Built a custom Profit Clarity System™ for 6 & 7-figure Shopify brand to understand profitability by sales channel, SKU, and ad campaign. The client struggled to see which products and ads were truly profitable. I created a linked report that breaks down revenue, COGS, and ad spend, calculates profit per order, benchmarks key ratios (Breakeven, margin rate, channel profitability, ad spend % of profit, etc.), and reconciles payouts vs. sales. The result: clear profitability and actionable insights to scale profit — not just sales.

12-Month Cash Flow Forecast for Shopify Seller

eCommerce Financial Analyst & Cash Flow Strategist

Built a 12-month Cash Flow Forecast to help a 7-figure Shopify brand track real cash movement and avoid overspending. The system connects P&L to actual cash flow and shows net cash per month after key adjustments like inventory, debt, and owner draws. Includes variance vs. forecast, ending cash balance, and buffer tracking. The goal: give the client full visibility to manage cash with confidence and plan ahead for growth.

📊Amazon FBA Profit Calculator – SKU-Level Dashboard

Ecommerce Accountant & CFO – Profitability Strategist

I built a custom Amazon FBA Profit Calculator to help sellers track true SKU-level profitability. The tool consolidates settlement data, COGS, ad spend, and overheads into a clear Profit Calculator and Dashboard. Using simple formulas (SUMIF, VLOOKUP, ratios), the model calculates Gross Profit, Contribution Margin, ACOS, TACOS, and Net Profit per SKU. A dynamic Dashboard highlights best vs worst performing SKUs with KPI cards and charts. This gives sellers instant visibility into which products to scale, which to fix, and which to cut — helping them grow with clarity, not guesswork.

📊 Shopify Profit Calculator & SKU-Level Dashboard

Ecommerce Accountant & CFO

I built a Shopify Profit Calculator that tracks true SKU-level profitability. It consolidates orders, COGS, ads, and overheads into a clear calculator and dashboard. Sellers can instantly see Net Sales, Gross Profit, ACOS, TACOS, and Net Profit per SKU. The dashboard highlights top and bottom performers with KPI cards and charts, helping Shopify brands scale the right products and cut losses with clarity.

Profit Clarity System for Shopify & Amazon Sellers

E-commerce Accountant & Profitability Consultant

I built a custom Profit Clarity System for Shopify and Amazon sellers to uncover true profitability at Channel, SKU, and Ad Spend levels. The dashboard links sales, COGS, fees, ads, and fulfillment costs to net profit and order-level clarity. It highlights top and bottom SKUs, compares Shopify vs Amazon performance, and shows ROI per $1 ad. This helped clients scale winning products, cut unprofitable campaigns, and grow confidently with clear profit insights.

SKU, Channel & Ad Spend Profitability Dashboard for eCommerce Sellers

Ecommerce Accountant & CFO Advisor | Excel & Google Sheets Financial Modeler

I built this interactive dashboard to help eCommerce sellers (Amazon, Shopify, TikTok, and multi-channel) clearly see their profitability at the SKU level, by sales channel, and by ad campaign spend. Net Profit per SKU & per Channel Top 5 & Worst 5 Products (cash drivers vs. hidden losses) Ad spend efficiency (ROAS, ACOS, TACOS) Channel contribution to overall profit This gives sellers instant clarity on which products to scale, which to fix or cut, and whether their ad spend is really profitable. The result: faster decision-making, reduced wasted ad spend, and confidence

Cash Runway & KPI Dashboard for Shopify / DTC Brands

eCommerce Accountant & CFO Advisor

Built a 12-week Cash Runway & KPI Dashboard for a Shopify/DTC brand to answer the #1 founder question: “How long until I run out of cash?” Includes: weekly cash forecast, auto-calculated runway days, and 8 core eCommerce KPIs (Gross Margin, Contribution Margin, ROAS, Ad % of Sales, Weeks of Inventory, Cash Cushion). Color-coded targets and charts give founders instant clarity on profitability, cash health, and growth decisions. Weekly Cash Forecast (12 weeks) → inflows, COGS, ads, fees, fulfillment, fixed costs, loans.

CLIENT REVIEWS

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RECOMMENDATIONS

Mark Pecota

CEO at LaunchBoom | Turn your product idea into a real business

I first hired Jay to help us clean up our books at LaunchBoom but quickly realized his skills were much more than just bookkeeping. He helped us with other important financial functions (such as AR & AP) as well as producing useful reports based on our agency KPIs. Jay integrated easily into our team and it was so easy to work with him. I highly recommend Jay and plan to work with him again soon.

Allen Rodriguez

Investor | Advisor | Founder, President at Singular Law + CEO ONE400. Legal product builder. Wants to create a world where everyone has better access to justice.

I've worked with Jay numerous times over the years. He is a knowledgeable accountant who's helped organize our books so that we can work confidently. He is responsive, reliable and trustworthy. He's the type of contractor that all small businesses should have the pleasure to work with.

Carmen Sook

Amazon & Walmart Seller | E-commerce Automation | Retail & Pricing Analytics | API Integrations | Marketplace Strategy

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!