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Welcome to LedgerGurus

Not sure where to start? You're in the right place.

This page is for ecommerce sellers who know something is off with their finances but aren't sure what to fix first. Pick the goal that sounds most like yours and we'll point you to the right resources, tools, and next steps.

  • Template

    Ecommerce Chart of Accounts Template

    Three import-ready QuickBooks Online chart of accounts templates for ecommerce, from a simple starter list to a detailed, numbered multichannel chart.

  • Template

    Inventory Forecasting Template

    A free Excel template to forecast SKU-level inventory from last year's sales, flag stockouts before they happen, and plan the cash for each order.

  • Checklist

    Sales Tax Compliance Checklist

    A step-by-step guide to the 10 steps of ecommerce sales tax compliance, from finding nexus to filing, plus software comparisons and a state threshold chart.

  • Checklist

    The Essential Ecommerce Bookkeeping Checklist

    A phased checklist of weekly, monthly, quarterly, and annual bookkeeping tasks for ecommerce sellers and their bookkeepers in the US and Canada.

  • Checklist

    Cost Cutting Quick Wins Checklist

    Spending benchmarks and a quick-wins checklist to cut waste in software, ads, packaging, fulfillment, and payroll without stalling growth.

  • Template

    Ecommerce Budgeting Template

    A free Excel budget for ecommerce that rolls sales by channel, COGS, expenses, and payroll into a monthly P&L with budget vs. actual tracking.

  • Free assessment · 4 minutes

    Inventory Reality Check

    If you can't trust your inventory numbers, you can't trust your margins, and every pricing, reorder, and growth decision starts to feel like a guess. This assessment checks how well your inventory counts, costs, and margins actually hold up, and whether your setup can handle the SKUs, channels, or volume you're planning to add.

    Take the assessment
  • Free assessment · 6 minutes

    Sales Tax Risk Assessment

    Most ecommerce sellers have more sales tax exposure than they realize, especially once economic nexus, marketplace sales, wholesale transactions, and registration timing all get factored in. This assessment scores your exposure across nexus awareness, registration status, historical risk, and enforcement factors, then tells you exactly where you stand and what to do next.

    Take the assessment

Still not sure where to start? Talk to us.

A free 30-minute call. No pitch, no pressure. Just a real conversation about what's going on in your business.