The 5 Reports Your Accountant Wishes You'd Send Them

Your accountant spends 15 hours a month reconstructing data you already have. You’re paying for advisory and getting data entry. These 5 reports fix the handoff and change the value of the relationship.

This Thursday

12 PM ET · 30 min

Free · No pitch

Live + interactive

What we'll cover

Most ecommerce accountants and bookkeepers spend the first two weeks of every month doing detective work. Reconciling settlements that don't match the bank. Chasing down fees that got lumped into a single deposit. Trying to build a P&L from data that arrived broken. They're not bad at their job. The data handoff is bad at its job.

This session flips the perspective. We'll walk through the 5 specific reports that transform the seller-accountant relationship from clerical to strategic. Each one closes a data gap that currently costs both sides hours every month. If you're a seller, you'll learn exactly what to send and why it matters. If you're an accountant, you'll get the language and the framework to ask for it.

Channel-level P&L (The #1 missing report)Settlement reconciliation summaryFee classification breakdownReturns & refunds ledgerMonth-end close checklist for ecommerce

What you'll walk away with

Recording, slide deck, all 5 report templates (ready to fill in or hand to your accountant), a one-page accountant brief that explains what each report is and why it matters, and an AI prompt that generates the first draft of each report from your raw data.

Best for

Sellers whose month-end close takes more than a week (the handoff is almost always the bottleneck). Accountants and bookkeepers with ecommerce clients who are their hardest close. Controllers and finance leads who want their accountant relationship to shift from reconciliation to advisory.

Your host

John May Customer Marketing & Engagement, Webgility Running The Ecom Clinic every Thursday, breaking down the financial blind spots that multi-channel sellers don't see on their dashboards.

Next session

May 21, 2026

Thursday · 12:00 PM ET · 30 min

You're registered!

Check your inbox for the Zoom link and calendar invite. Can't make it live? We'll send the recording and full toolkit.

Free · No credit card · Zoom link sent instantly
Built by Webgility, the #1 rated QuickBooks connector for ecommerce

Your channels batch and net everything before it arrives. One deposit for hundreds of orders. One settlement for 34 fee types. QuickBooks sees a lump sum. Your controller sees a discrepancy.

Every session exposes one financial error hiding in your books right now.

Who it's for

Built for sellers with real financial complexity.

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$1M–$20M GMV

Revenue that creates real accounting complexity. Multi-SKU catalogs, mixed fee structures, settlements that never match the bank.

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2+ sales channels

Shopify, Amazon, wholesale, or all three. Each one batches and nets transactions differently. Your books see a lump sum.

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QuickBooks + existing bookkeeper

You have a finance team. The data arriving in their file is wrong, not because they made a mistake, but because the channels broke it before it arrived.

If your month-end takes more than a week, your settlements don't match your bank, or your margin data is approximate — this is your session.

Up next

Next Thursday

May 28 · 12 PM ET · 30 min

Amazon reimbursements: the money you're owed but never claimed

Amazon owes most FBA sellers money they've never claimed. Lost inventory, damaged goods, overcharged fees, customer refunds that were never returned to you. There are six types of reimbursements, and the claim window just shrank from 18 months to 60 days. Your first audit is almost always the biggest recovery. This session walks through each claim type, how to check for it, and exactly how to file.

Walkthrough

Every session includes

The toolkit

You leave with more than notes. Every session ships with a full package.

Recording + slides

Miss the live? Recording and full slide deck within 24 hours.

Worksheets & one-pagers

Printable checklists, audit templates, and reference cards for your team or accountant.

AI prompt

Ready-to-paste prompt that runs the session's analysis on your actual data.

Curated resources

Handpicked links, articles, and tools from trusted voices in ecommerce and accounting.

How it works

30 minutes. One blind spot. Full clarity.

20 min: expose the gap

We break down a specific financial blind spot that exists in most ecommerce books. Real math, real numbers, real examples you can check against your own data.