
51 - 200 employees
Founded 2007
💼 Consulting
📦 Logistics
📣 Marketing
💰 $6.4M Series A - Webgility on 2017-09
Consulting • Logistics • Marketing
Webgility is the most powerful integration software for multichannel brands and wholesalers selling online and using QuickBooks. It automates accounting and inventory workflows for sellers on various ecommerce platforms including Amazon, Shopify, Bigcommerce, Walmart, WooCommerce, and Wix. By seamlessly integrating with QuickBooks Online and QuickBooks Enterprise, Webgility streamlines bookkeeping, monthly end closing, sales tax compliance, inventory tracking, price management, and listings. The company, founded in 2007, leverages AI technology to deliver automation and insights, aiming to help small and medium-sized businesses thrive in the ecommerce space.
🕒 May 26
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51 - 200 employees
Founded 2007
💼 Consulting
📦 Logistics
📣 Marketing
💰 $6.4M Series A - Webgility on 2017-09
Consulting • Logistics • Marketing
Webgility is the most powerful integration software for multichannel brands and wholesalers selling online and using QuickBooks. It automates accounting and inventory workflows for sellers on various ecommerce platforms including Amazon, Shopify, Bigcommerce, Walmart, WooCommerce, and Wix. By seamlessly integrating with QuickBooks Online and QuickBooks Enterprise, Webgility streamlines bookkeeping, monthly end closing, sales tax compliance, inventory tracking, price management, and listings. The company, founded in 2007, leverages AI technology to deliver automation and insights, aiming to help small and medium-sized businesses thrive in the ecommerce space.
• Design the 'Financial Tech Stack' for new customers. You will determine how their sales channels (Shopify, Amazon, Walmart) should map to their GL accounts in QuickBooks/Xero. • Set up Clearing Accounts and Holding Accounts to manage timing differences between sales dates and payout dates. • Many customers come to us with broken books. You will perform historical data clean-up, identifying duplicate transactions, missing merchant fees, and unrecorded COGS (Cost of Goods Sold). • Reconcile past months' Amazon Seller Central settlements against bank feeds to ensure the books match reality. • Guide customers through their first 3 month-end closes. • Troubleshoot all transactions where the payment processor (Stripe/PayPal) and the cart (Shopify) don't align. • Advise customers on Sales Tax configuration (e.g., 'Are you using Avalara, or do we need to map the tax liability account manually?'). • Create 'Standard Operating Procedures' (SOPs) for the customer’s internal bookkeeper to follow after your engagement ends.
• Education: Bachelor’s Degree in Accounting, Finance, or Commerce. • Experience: 5+ years of hands-on accounting experience, preferably in a 'Client Accounting Services' (CAS) role at a CPA firm or as an in-house accountant for an e-commerce brand. • Technical Accounting Skills (Must Have): Mastery of QuickBooks Online and Desktop • Familiarity with the backend of Shopify (payouts reports), Amazon Seller Central (settlement reports), and eBay. • Understanding of e-commerce concepts: Gross vs. Net Sales, Merchant Fees, Chargebacks, Returns, and COGS (Cost of Goods Sold). • You understand the difference between Cash vs. Accrual inventory accounting. • You understand Gross-to-Net logic: Why a $100 sale results in a $96.50 deposit, and how to book that $3.50 fee correctly. • Soft Skills: Consultative Mindset: Ability to explain complex accounting concepts to non-accountant business owners without using jargon. • Patience & Empathy: You enjoy helping people solve problems and can de-escalate frustrated customers. • Bonus Points (Nice to Have): CPA (Certified Public Accountant) or EA (Enrolled Agent) candidacy. • Experience working with international clients (handling multi-currency/FX gains & losses).
• Work-Life Integration : We fully support Remote Working, paid time off, parental leaves to allow our employees flexibility in an ever-evolving work culture • On-the-Job Training & Development : We encourage learning and growth through access to multiple 1:1 sessions, learning platforms, and on-the-job training • Health & Wellness : Prioritizing employee well-being, we offer annual wellness sessions plus wellness time offs, unlimited access to a gaming room and a well-equipped fitness center • Hardware & Internet : Remote employees get the hardware delivered straight to their doorstep. They are also eligible for reimbursement of the internet services. • Family Insurance : Group health insurance with the no-capping model that covers employees, spouses, and children • Rewarding Culture : We honor our employees' accomplishments through thoughtful recognition programs, annual employee awards, annual meet-ups, and celebrate even the smallest of wins • Open-Door Policy : Approachable management, monthly town halls to openly share ideas, transparent feedback mechanism, and leadership visibility are our success pillars
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