Bookkeeping and accounting partner alliance
Turn QuickBooks and Xero data into client-ready ecommerce decisions.
Bookkeepers and accounting firms already have the numbers clients trust. Clear Margins helps package those numbers into monthly margin, runway, inventory, promo, and cash-decision reports that explain what to do next.
Use Clear Margins to increase advisory value without replacing QuickBooks, Xero, or the month-end close.
Discuss a bookkeeping partnershipView bookkeeper workflowPositioning
Books show what happened. Clear Margins helps package what to do next.
This partner channel is for ecommerce bookkeeping firms that want to move beyond backward-looking reporting. The goal is a practical advisory add-on: every month, pick the client decision that matters most and turn it into a clear proposal with policy checks and guardrails.
Advisory flow
Move from close packet to decision packet.
The best partner motion is not a big software rollout. It is one monthly client question converted into a clean decision record.
Revenue, COGS, expenses, cash, refunds, and inventory context from the systems clients already trust.
Pick the one question that needs action now: promo, reorder, margin leak, pricing, spend, or runway.
Turn the numbers into a recommendation, assumptions, risks, guardrails, and next review date.
QuickBooks / Xero alliance path
Use P&L exports from QuickBooks Online to package monthly margin, expense creep, ad-spend, and runway conversations into a client-ready advisory brief.
Use Xero reporting exports the same way: start with revenue, COGS, operating expenses, and cash context, then enrich with ecommerce operating data.
Manual exports come first. Read-only QuickBooks and Xero OAuth should follow only after partner firms confirm which advisory report they repeat every month.
The deliverable is not another dashboard. It is a recommendation, assumptions, risks, guardrails, and next action a client can approve or challenge.
Partner workflow
Use a monthly P&L export first, then add Shopify, ad, inventory, or COGS data when the decision needs SKU-level proof.
Package the next client question as a decision: approve, approve with guardrails, reject, or needs better data.
Use the proposal format for margin leaks, promo approvals, reorder timing, runway reviews, and pricing changes.
Create a co-branded teardown or template your firm can use with ecommerce clients every month.
Advisory offers to package first
Monthly margin and runway teardown
Inventory reorder before campaign approval
High-return SKU margin leak review
Discount and promo approval memo
Ad spend guardrail review using bookkeeping inputs
Client-ready cash commitment review
Suggested 30-day partner pilot
Choose one anonymized client decision and map the bookkeeping inputs.
Create the first client-ready report and pressure-test the recommendation.
Turn the repeatable structure into a firm-specific advisory template.
Use it on the next client review and decide whether the workflow deserves a workspace.
What this is not
Clear Margins does not replace accounting systems, tax advice, or bookkeeper judgment. It is the decision-support layer in front of the next client move: pricing, promo, spend, reorder, hire, or cash commitment.
Start with one anonymized client decision. If the report would help in a client call, the next step is a repeatable partner template.
Send a decision teardownExplore template gallery