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Whether you've been reading since our first newsletter in 2023 or this is your first edition, we hope this has been beneficial. Share it with a friend or reply with any feedback.
If you need help with your ecommerce accounting, sales tax, inventory management, CFO, or other accounting related issues, let us know. |
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1. [READ] Time to Start Planning 2026 |
- Experts agree that planning is a must
- Marketing-led forecasting beats finance-only models every time for revenue accuracy
- Use a 3-part system to plan for profits and cash needs
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This is a long and deep dive from the Operators Podcast on business planning and worth the listen:
- There are different approaches to planning with pros and cons
- You will be wrong on inventory planning 100% of the time: what’s important is how you approach it
- You must understand working capital and how to plan for it
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3. [LISTEN] The Forecasting Framework Every Brand Needs Before Q4 |
- Finance-only forecasting fails in ecommerce because…
- Revenue models are best predicted off a marketing plan
- Key elements to a marketing plan include product launches, sales events, and other marketing initiatives
- Get granular with your marketing plan even going so far as a daily plan.
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[READ] Fulfillment Compared: Amazon, Walmart, Shopify |
- Items shipped by Amazon display the Prime badge; 75% of U.S. Amazon shoppers are Prime members.
- Walmart says its fulfillment fees average about 15% less than Amazon’s.
- Shopify sellers keep brand control with custom packaging, multichannel management, and a Shop Promise badge.
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We'd love to know what you think about this newsletter. Love it? Hate it? How can we improve it?
Reply to this email and let us know. 😊 |
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You Don't Want to Do Your Accounting... But We Do! |
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Here's how we can help: |
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