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Closing the Year · A Q4 Series

Peak season doesn't create accounting problems. It multiplies the ones you already have.

Q4 is here, and five times the volume turns every small leak in your books into a big one. This week, John May and Abhishek run a live Q4 readiness scorecard: the ten things that break at peak, scored honestly, so you walk in knowing exactly what to fix before Black Friday. It's the kickoff to our Closing the Year series. 

Date
Thu, October 8
Time
12:00 PM ET
Duration
30 min
Format
Live
John May
Customer Marketing & Engagement, Webgility
Abhishek
In-house Accounting Expert, Webgility
  • A live self-audit: score your books on the ten things that break at peak volume
  • Where the leaks are, and what each costs at 5x volume
  • Open Q&A at the end, bring your score and the gap you're most worried about
How It Works

30 minutes. Real books. Torn all the way down.

This isn't a webinar with 45 minutes of slides and a 5-minute Q&A. Each week we put a real set of ecommerce books on the table and tear them down to the transaction, show you where the close breaks, and rebuild it clean. Live, with a Webgility accounting expert in the room.

Part 01
The Books
Every session starts with a real set of ecommerce books.
Part 02
The Teardown
We take the books apart with real data.
Part 03
Open Q&A
Bring your setup, your channel mix.
This Session

The small gaps you live with today become the big ones you can't ignore at peak.

Everything that's slightly off in your books right now, a payout that doesn't quite tie, fees you don't track, a returns reserve you don't keep, gift cards booked as revenue, gets multiplied by Q4 volume. A 2% reconciliation gap in a normal month is an afternoon of cleanup. The same gap on your biggest month is a week you don't have, in the middle of your busiest season. This week we run a live readiness scorecard across the ten areas that break at peak, and you grade your own books honestly. Each low score is a leak to fix now, while it's cheap, and it maps straight to the sessions we're running all quarter. Consider this your Q4 prep plan, scored. 

Score before you scale
Ten readiness checks across payouts, fees, returns, gift cards, inventory, cash, and sales tax. Honest scores, no credit for "mostly."
A leak at 5x is a crisis
The gaps you tolerate at normal volume don't scale. We show what each one costs when your biggest month hits, so you fix the expensive ones first.
Your prep plan, mapped
Every low score points to a fix, and to a session this quarter. Leave with a punch list and a plan, not just a number.
THE Q4 READINESS SCORECARD
The ten checks
Payout reconciliation, fee tracking, returns reserve, gift-card liability, landed cost, cash runway, sales-tax nexus, and more.
Score it honestly
Each area gets a yes or a no. "Mostly right" counts as no, because at peak volume, mostly right isn't.
Read your number
Your total is a readiness grade, and the low scores are your October punch list, in priority order.
A 2% gap that's an afternoon of cleanup in a normal month becomes a week you don't have during peak. Score now, fix now, while it's cheap.
Who Should Attend

Built for operators who are past the basics.

Multichannel sellers on 2+ platforms
Shopify plus Amazon, Walmart, eBay, or any combination.
Founders running their own P&L
You read the numbers yourself.
Bookkeepers and accountants
If you close books for sellers on QuickBooks or Xero.

The close gets harder as you scale.

At $300K in annual ecommerce revenue, a missing fee classification is an annoyance. At $3M, it's a margin decision being made on the wrong number. The Clinic is built for the range where that distinction starts to matter.

Typical attendee revenue$500K to $10M
Typical channel mix2 to 5 platforms
Accounting systemQuickBooks or Xero
Cost to attendFree

Watch a live teardown. Then close your own books.

Register above for this week's teardown.

The Demo

Find out what your operational gaps are actually costing you.

Our team of experts will help surface your operations and finance concerns. In 30 minutes, we will discuss your channels, accounting setup, leakages, inventory inconsistencies, and close process.

Operational Snapshot ● Live
Orders reconciled today 1,247 ✓
Amazon payout tied out $47,241 ✓
Exceptions resolved 3 cleared
Inventory synced All channels ✓
Books status Certified ✓