Why EcomBalance Trusts A2X When Accuracy Matters Most
About EcomBalance
EcomBalance is a specialized bookkeeping firm founded by Nathan Hirsch and Connor Gillivan that helps 6, 7, and 8-figure ecommerce brands ‘know their numbers’. They focus on delivering precise, ‘vetted’ financial statements by the 15th of every month, providing the clarity needed to scale across multiple channels like Amazon, Shopify, and Walmart. By combining deep industry expertise with a process-driven approach, they take the complexity of ecommerce accounting off the founder’s plate so they can focus on growth.
Specialized ecommerce bookkeeping and income tax filing and planning
6, 7, and 8-figure ecommerce brands selling on Amazon, Shopify, Walmart, eBay, and more
A process-driven firm that delivers "vetted" monthly financials by the 15th, specifically designed for ecommerce founders who need to ‘know their numbers’ to scale
Highly selective; they utilize a ‘best-of-breed’ approach, matching specific tools to the complexity and volume of the client’s business
The challenge
Ecommerce payouts aren’t the same as sales. They’re complex net deposits made up of marketplace fees, refunds, sales tax, and timing differences that often cross month-end.
For EcomBalance – a bookkeeping practice whose brand is built on vetted financials – that complexity requires the most accurate ecommerce accounting software available. Manual workflows or unreliable tools would make it impossible to deliver on their core promise: a two-tier review standard and financials in their clients’ hands by the 15th of every month.
“Manual reconciliation was inefficient and risky. We needed a purpose-built ecommerce solution that translated messy marketplace data into clean, reliable financials.”
– Keanu Verzosa, Head of Partnerships and Business Development, EcomBalance
The solution
EcomBalance uses a range of tools across its tech stack and is deliberate about which ones it trusts for each job. But when accuracy matters most – when margins need to be reliable and financials may eventually be reviewed by investors or buyers – A2X is the tool they choose.
It’s the platform they trust to consistently meet their two-tier review standard and deliver on their promise of financials by the 15th, even as they scale.
A2X pulls settlement data directly from each sales channel, matches every deposit to its underlying transactions, and categorizes fees consistently – so by the time a bookkeeper opens a file, the data is already clean and ready for review.
As a result, EcomBalance’s two-tier review process can do what it was designed to do: validate margins and catch meaningful issues, not clean up messy data.
“A2X reduces human error and lets our team focus on margin validation, not cleanup.”
– Keanu Verzosa, Head of Partnerships and Business Development, EcomBalance
Results
In addition to automated, accurate, and consistent ecommerce bookkeeping, A2X helps EcomBalance save 5–10 hours per client, per month.
| Before A2X | After A2X | |
|---|---|---|
| Reconciliation approach | Manual, time-intensive, error-prone | Automated, accurate, consistent |
| Hours per client per month | Significant manual effort | 5–10 hours saved per client |
| Monthly deadline reliability | Difficult to standardize at scale | Financials delivered by the 15th, every month |
| Data quality | Dependent on manual interpretation | Platform-sourced, 1:1 bank-reconciled |
| Multi-channel clarity | Blended, hard to parse by channel | True contribution margin visibility by platform |
| Month-end accuracy | Revenue recognition vulnerable to timing errors | Settlements assigned to the correct period; verified accuracy |
| Client outcomes | Difficult to identify unprofitable channels or forecast confidently | Clients can trust margins, forecast with confidence, and present credible financials to investors or buyers |
Why A2X – and who it’s right for
EcomBalance takes a deliberate best-of-breed approach to its tech stack, matching tools to the complexity and scale of each client’s business.
For multi-channel brands that are serious about growth, A2X is their choice – and that choice comes down to three pillars: accuracy, ROI, and consistency.
Accuracy above all
EcomBalance works with a range of tools across its client portfolio, but when it comes to accuracy, A2X stands apart. It pulls data directly from the selling platform, matches settlements to deposits automatically, categorizes fees consistently, and reconciles payouts 1:1 with the bank – leaving far less room for the inconsistencies that can undermine vetted financials.
A2X also goes further than most ecommerce accounting software when it comes to surfacing and resolving discrepancies so you can have verified accuracy. Key features include:
- The Shopify Reconciliation Report, which compares A2X data directly against the Shopify Finance Summary, identifies the specific orders causing any variances, and flags the likely reasons – so bookkeepers know exactly where to look rather than hunting manually.
- The Amazon Summary Report does the same for Amazon settlements, enabling a clear comparison between A2X, Amazon Seller Central, and the general ledger.
And for practices that want their team operating at the highest level, the A2X Certification gives accountants and bookkeepers a structured path to expert-level product knowledge – recognized with an industry badge that signals best-in-class ecommerce accounting expertise.
As an award-winning ecommerce accounting software trusted by accountants and bookkeepers worldwide, these are the tools that underpin a vetted financial statement – not just a reconciled one.
That level of precision is what EcomBalance’s two-tier review process depends on. It’s also what their clients rely on when making margin decisions, seeking investment, or preparing for a sale.
According to EcomBalance, A2X is especially well suited to brands that:
- Sell on Amazon, Shopify, Walmart, or across multiple channels
- Care about margin accuracy, not just top-line revenue
- Need clean, audit-ready financials for internal decision-making, investor reporting, or a future exit
As the EcomBalance team puts it: “If you’re serious about scaling, not just tracking cash, A2X is the right tool.”
“Clean books create leverage. With A2X-powered financials, clients can trust their margins, identify unprofitable channels, forecast confidently, and present credible financials to investors or buyers. Messy ecommerce reconciliation kills deals. Clean books accelerate them.”
– Keanu Verzosa, Head of Partnerships and Business Development, EcomBalance
ROI that more than justifies the cost
With 5–10 hours saved per client per month – and hundreds of hours saved across their portfolio – A2X pays for itself many times over. And, as EcomBalance notes, the time savings aren’t even the most important part: “More importantly, it makes delivering financials by the 15th predictable and scalable.”
The cost of inaccurate reconciliation is much higher. Practices that rely on less rigorous tools often end up underpricing their services, fixing errors downstream, and putting the client relationships their reputation depends on at risk.
“A2X protects your margins. Without it, firms burn hours on manual work, underprice services, miss deadlines, and frustrate staff. With it, you standardize, scale, and increase profitability.”
– Head of Partnerships and Business Development, EcomBalance
A workflow teams can rely on
When asked why A2X is the gold standard at EcomBalance, the answer is simple: “Consistency.”
A2X enables a standardized settlement workflow that works the same way across every client, every month. Bookkeepers know what to expect when they open a file, the two-tier review can focus on analysis instead of triage, and every brand in EcomBalance’s portfolio receives the same rigorous standard. That consistency is what makes delivering financials by the 15th a promise they can keep at scale – not just an aspiration.
“A2X gives us a repeatable reconciliation framework across every client, every month. Our brand promise is accurate ecommerce financials delivered on time. A2X helped us make that possible.”
– Keanu Verzosa, Head of Partnerships and Business Development, EcomBalance
Looking ahead
For bookkeeping practices evaluating their tech stack, EcomBalance’s experience points to a clear conclusion: when accuracy is the standard, A2X is the answer. It allows them to onboard new clients without reinventing the process, deliver by the 15th without heroics, and stand behind the financials they produce with real confidence. In a market where tools vary widely in depth and reliability, EcomBalance has found that when clients truly need to get it right, A2X delivers.
