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Acuity Ecommerce Accounting
США
Добавлен 13 ноя 2017
Our mission is to make ecommerce businesses better.
Acuity has deep roots in ecommerce accounting after merging with the leader in ecommerce accounting, Catching Clouds, in 2021. Catching Clouds was co-founded by Patti Scharf, CPA and has focused on ecommerce accounting since 2012.
Acuity is now bringing this combined knowledge and experience to RUclips to help share important business, ecommerce, and accounting information with everyone who's looking for it.
Acuity has deep roots in ecommerce accounting after merging with the leader in ecommerce accounting, Catching Clouds, in 2021. Catching Clouds was co-founded by Patti Scharf, CPA and has focused on ecommerce accounting since 2012.
Acuity is now bringing this combined knowledge and experience to RUclips to help share important business, ecommerce, and accounting information with everyone who's looking for it.
Process.st Demo
Have you heard of Process.st, or Process Street? Today, I'm continuing with my video series on process and automation by showing you one of the key tools we use at Acuity: Process.st!
Looking for a trusted partner to help improve your financial processes? Our team of experts might just be your people! Head over to our website to learn more about our accounting solutions for ecommerce sellers ► acuity.co/ecommerce-accounting/?Ecommerce%20Accounting%20RUclips&
🕰️ Timestamps 🕰️
► Intro (00:00)
► Creating a new workflow (01:07)
► Using AI to help you build workflows (02:28)
► Conditional logic (04:02)
► Sharing workflows with clients (05:24)
► Tasks attached (06:55)
► Built-in automations (07:55)
► Usi...
Looking for a trusted partner to help improve your financial processes? Our team of experts might just be your people! Head over to our website to learn more about our accounting solutions for ecommerce sellers ► acuity.co/ecommerce-accounting/?Ecommerce%20Accounting%20RUclips&
🕰️ Timestamps 🕰️
► Intro (00:00)
► Creating a new workflow (01:07)
► Using AI to help you build workflows (02:28)
► Conditional logic (04:02)
► Sharing workflows with clients (05:24)
► Tasks attached (06:55)
► Built-in automations (07:55)
► Usi...
Просмотров: 31
Видео
Airtable Demo - Plus How We Use It At Acuity
Просмотров 6821 день назад
Have you heard about Airtable but don’t know what all the fuss is about? Today I’m giving a short overview of what Airtable is and how we use it at Acuity, followed by a quick demo to get you started. Looking for a trusted partner to help manage and make sense of your financial data? Our team of experts might just be the partnership you're in search of! Head over to our website to learn more ab...
Ecommerce Process and Automation
Просмотров 5328 дней назад
Do you need a little direction in streamlining the processes for your ecommerce business? Today, I’m talking about ecommerce process and automation - covering the how, what, and why of workflows - and in the coming weeks, I’ll be walking through some of the tools we recommend at Acuity! Looking for an accountant who can meet you where you are? Our team of ecommerce experts might just be your pe...
KPI Series: Inventory Forecasting
Просмотров 55Месяц назад
Are you struggling to figure out how much inventory you need on hand to meet demand? Today, we’re talking about forecasting inventory. Make sure you stay to the end to hear a handful of my top tips. Is forecasting for your ecommerce business getting too complex and time-consuming? It might be time to consider outsourcing your accounting. :) Head over to our website to explore our ecommerce acco...
KPI Series: Sales Forecasting
Просмотров 46Месяц назад
Do you need a crystal ball for running your business? Today I’m going to talk about forecasting for your ecommerce business. Is forecasting for your business getting too complex and time-consuming? It might be time to consider outsourcing your ecommerce accounting. :) Head over to our website to explore our ecommerce accounting solutions ► acuity.co/ecommerce-accounting/?Ecommerce Accounting RU...
KPI Series: Ecommerce Budget Reporting
Просмотров 50Месяц назад
Do you have a financial budget for your ecommerce store? Today we’re going to talk all about budgets - what they are, why you want one, and how it can help you achieve your goals. Ready to offload your accounting tasks, like budgeting and budget management? Consider outsourcing to our team of ecommerce accounting experts. :) Head over to our website to learn more about our ecommerce accounting ...
KPI Series: Ecommerce Analytics
Просмотров 72Месяц назад
Do you have a favorite KPI? Today, I’m talking about some of the key performance indicators you want to pay attention to when it comes to managing your ecommerce store. In search of an ecommerce & KPI expert to help you in your business? Acuity's ecommerce accountants just might be the answer. Head over to our site to learn more about our ecommerce accounting solutions ► acuity.co/ecommerce-acc...
5 Questions To Ask An Ecommerce Accountant
Просмотров 762 месяца назад
5 Questions To Ask An Ecommerce Accountant
I Had A BLAST At Accounting Salon 2024
Просмотров 1012 месяца назад
I Had A BLAST At Accounting Salon 2024
Data Security For International Teams
Просмотров 403 месяца назад
Data Security For International Teams
12 Cyber Security Tips For Ecommerce Sellers
Просмотров 1043 месяца назад
12 Cyber Security Tips For Ecommerce Sellers
Plugable - Acuity Client Spotlight With Nico Fedrigo
Просмотров 343 месяца назад
Plugable - Acuity Client Spotlight With Nico Fedrigo
eCommerceFuel Live Conference In New Orleans 🎺
Просмотров 414 месяца назад
eCommerceFuel Live Conference In New Orleans 🎺
Contribution Margin - What Is It & Why Should You Care?
Просмотров 825 месяцев назад
Contribution Margin - What Is It & Why Should You Care?
The Price Of Cutting Corners In Ecommerce Accounting
Просмотров 805 месяцев назад
The Price Of Cutting Corners In Ecommerce Accounting
What Do Ali Weiss & Travis Kelce Have In Common??
Просмотров 985 месяцев назад
What Do Ali Weiss & Travis Kelce Have In Common??
Let's Break Down The Beneficial Ownership Information Report
Просмотров 1546 месяцев назад
Let's Break Down The Beneficial Ownership Information Report
How To Fund Your Ecommerce Business For Cheap (Or Even Free)
Просмотров 1926 месяцев назад
How To Fund Your Ecommerce Business For Cheap (Or Even Free)
What You Wish You Knew About Accounting
Просмотров 238Год назад
What You Wish You Knew About Accounting
How To Grow Your Ecommerce Business Intelligently
Просмотров 155Год назад
How To Grow Your Ecommerce Business Intelligently
The Value Accountants Bring To Ecommerce Sellers
Просмотров 112Год назад
The Value Accountants Bring To Ecommerce Sellers
Thanks for watching! If you're not using Process.st - what workflow management tool(s) do you use in your business? Share in the comments below :)
This is great advice 👏
Learn more about optimizing process and automation in one of my recent videos -> ruclips.net/video/9FZiQfxsQWo/видео.html
What's wrong with Wikipedia's definition? It doesn't seem to be that complicated
Not *that* complicated :) The definition can be simplified - which is why I made my last long-form video about databases. If you're interested, check it out!
Learn more about databases and one of my favorite online database tools in my recent video -> ruclips.net/video/dewlR1xapy0/видео.html
Thanks for watching! Do you use an online database in your business? If so, which tool and why? Let us know in the comments below!
How about let's go find buried treasure
Aye aye, captain! 🫡
Learn how to build your business' treasure map in my latest video: ruclips.net/video/9FZiQfxsQWo/видео.html
Automation is my favorite part. Can’t wait to hear about all of the tools!
:)
Thanks for watching! Do you have any specific questions about process and/or automation that you'd like to see me cover in the next couple weeks? Drop them in the comments below :)
Interested in more tips on inventory forecasting? Check out my latest video -> ruclips.net/video/EvI8HdtBngc/видео.html
Patti's got the best tips!
:)
Want more tips on inventory forecasting? Check out my latest video -> ruclips.net/video/EvI8HdtBngc/видео.html
Thanks for watching! What's your biggest struggle when it comes to inventory? Let me know in the comments below 👇
Really enjoy your videos! Here is a question and like tonget your thoughts. A2X requires a one-to-one match between the SKUs in Shopify and Xero. So we have created distinct SKUs in both Shopify and Xero and A2X pulls this info from Shopify into Xero no problem. We have 482 individual sku's and it works perfectly. Here is an example of the typical problem were having. When I sell springs on Shopify I have a LHW spring, a RHW spring and a PAIR of springs. When a PAIR is sold how can I set this this up so a LHW and RHW spring sku's are shown under a PAIR so inventory is calculated properly. I have tried bundling this with an app on shopify and when A2X pulls this info for a PAIR into Xero the 2 sku's show as NO SKU. We want to track inventory on Xero. Talking with tech support I am told that to work properly bundling inventory needs to be tracked in Shopify and not on Xero. I am now beginning to think there is no solution for this. What do you figure? Thanks for your help
I do have one workaround for you. You could try setting up a unique SKU in Xero for the PAIR as a "service" item (so it's not tracked). This would be a zero cost item. The same SKU should be used for the listing in Shopify. Then, you can manually adjust the quantities in Xero at month end for the tracked inventory SKUs. It's still manual and not ideal, but it's better than nothing....
Thanks for watching :) I've made a couple videos now on KPIs - let me know in the comments if you want me to cover anything else related to ecommerce KPIs!
This is a great break down!
Thanks for watching!
Check out my quick ecommerce budget demo here -> ruclips.net/video/GHZ5Dw5OYtk/видео.html
Thanks for watching! How do you keep track of your budget? And what's the goal you're trying to meet with your budget? I'd love to hear about it in the comments below :)
We love Xero!
Is AI replacing accountants?? Check out my recent video to hear my thoughts on this -> ruclips.net/video/XEz_YFEv3ZM/видео.html
Thanks for watching! How does your business track KPIs, and how many do you track? And do you have a favorite KPI? Let me know in the comments below :)
Yikes 😂
👏👏👏
Happy to see you again on the channel with series of videos. . . . . ❤
Good wishes from Hunza, Pakistan.
Thanks! Happy to be back. :)
Thanks for watching! Which stage is your business in right now, and what do your accounting needs look like? Let us know in the comments below :)
I'm looking at this type of service what your firms name
Acuity (acuity.co)!
Should we order DWYT bucket hats? 😂
Bucket hat influencer!
I am one accountant that has used A2X and hated it. Dumped it and and am happy without it. It didn't really save me any time and I felt that I lost control and accuracy of what I was doing.
This is literally the first time in the ten years we've been using A2X that we've heard this feedback. I hope you found something else that works better for you.
Thanks for watching! What else are you looking for in an ecommerce accountant? Share in the comments below :)
W 9's also goes to IRS or IRC or both ? Courts ? Do the people loan money to the courts ?
Do you have an example for Expensify clearing account?
Insight is our thing!
Thanks for this review. Do you prefer A2X or Finaloop on capability?
To be fair, I haven't taken a peek under Finaloop's hood to be able to adequately compare them, but... A2X is awesome. I can't recommend them highly enough.
💙💙💙
So hype!! Deserving of a standing ovation, IMHO :)
Come with me to Accounting Salon 2024 ► ruclips.net/video/XnqvsDHIp_c/видео.html
So sad that we didn't get to hear from Barbara! That stupid background noise ruined it. :(
True. The folks at Accounting Salon just like each other too much :) - the chatter doesn't stop!
Kenji + Patti? What a powerhouse duo!
You got that right!
Thanks for watching! Do you have any burning questions for me about my experience at Accounting Salon? Or maybe just about being a part of a group like this? Drop 'em in the comments below!
Sound scary?? Agreed. Find out all of you need to know about Written Information Security Plans or WISPs here: ruclips.net/video/2LdDwP4fp2c/видео.html
😱😱😱
What he said ^^^
In addition to these, I'd also recommend InvoiceBerry. I've been using it for four years now and have never had any complaints. It provides simple processes, templates, and everything I need for efficient invoicing and financial management.
Thanks for watching! Questions, comments, concerns about WISPs? Drop them below :)
Funny. What's not so funny is that AI voices are being developed to imitate our voices. Use some caution.
Thanks! Also - that's a great (and scary) point. 🤕
Patti's got jokes!
Well, that's a given!
Thanks for watching :) I'd love to hear more about your experiences working with international teams - share your insights and tips below!
Thank you for this video. Made me pull back and not move forward. I really dont want to do the quickbooks and Ax2 cause the cost per month but Im thinking that is the way to go for my startup.
Glad you found it helpful!