Cleaning up 18 months of books for a US e-commerce brand.
Bookkeeping
Books reconciled
0mo
States cleared
0
Tax recovered
0K
A 7-figure Shopify brand came to us mid-audit, with 18 months of unreconciled multi-channel revenue. Our team rebuilt the books in 6 weeks, recovered overpaid sales tax in 14 states, and put the close on a monthly cycle from day 60.
Industry
E-Commerce
Region
United States
Duration
6 weeks
Outcome
Audit cleared · Monthly close live
Case Studies
More of what we ship
Hand-picked examples of how our team has helped clients across four countries.
Taxation
UAE corporate tax registration & filing for a free-zone trading group
Compliant filings, zero penalties, transfer-pricing structure in place.
Audit Support
Audit readiness for a UK SaaS Series-A round
Clean audit closed in 6 weeks ahead of funding round.
Financial Modelling
5-year forecast for a Canadian healthcare group
Investor-ready model used to close CAD 12M growth funding.
ERP Implementation
QuickBooks → NetSuite migration for a US logistics firm
Migrated 80k transactions; close time reduced from 18 to 5 days.
Case Study 1 — Multi-State US Bookkeeping & Compliance
Challenge
A US logistics firm operating across 7 states had inconsistent books, missed state filings and no consolidated P&L.
What FinTax Did
Took over all monthly bookkeeping, filed outstanding state returns and built a single consolidated reporting dashboard.
Outcome
Zero late filings in 18 months. Month-end close reduced from 3 weeks to 4 days.
Case Study 2 — UAE Free Zone VAT & Corporate Tax Setup
Challenge
A Dubai free-zone e-commerce startup needed VAT registration, corporate tax setup and ongoing compliance from scratch.
What FinTax Did
Completed VAT registration, set up Chart of Accounts in Xero, and established a quarterly filing calendar.
Outcome
Fully compliant from day one. Client avoided AED 50,000+ in potential penalties during first-year audits.
Case Study 3 — MCA Underwriting Volume Scale
Challenge
An MCA funder was processing 40+ files/month manually, causing delays and inconsistent risk assessments.
What FinTax Did
Onboarded as underwriting partner. Standardised bank statement analysis and risk memo format across all files.
Outcome
Average file turnaround dropped from 72 hrs to 8 hrs. Default rate on funded deals fell 18%.
Case Study 4 — Series A Financial Modelling
Challenge
A UAE healthtech startup needed a 5-year 3-statement model and investor-grade pitch deck financials for a $3M raise.
What FinTax Did
Built DCF model, scenario analysis and unit economics dashboard. Attended investor Q&A to clarify assumptions.
Outcome
Raise closed in 11 weeks. Investors cited quality of financial documentation as a key trust factor.
Projects delivered
0+
Industries covered
0
Countries active
0
On-time delivery
0%
Methodology
How we approach every engagement.
A repeatable three-phase model same rigour for a startup as for a multi-entity group.
01
Discover
Scope, country and stack captured in a kick-off workshop. We agree deliverables, timelines and owners before any work starts.
02
Deliver
A clear plan with named owners, milestones and weekly checkpoints. Senior reviewers gate every artefact before it ships.
03
Sustain
Ongoing books, taxes and reporting handled by the same dedicated team. Predictable cadence. No baton-passes.
Global Footprint
207+ engagements. 4 countries. One accountable team.
112
United States
48
United Arab Emirates
31
United Kingdom
16
Canada
4 ⨯ 24h
Continuous coverage across time zones your finance team never sleeps.
Testimonials
Outcomes our clients talk about
“Switching from our legacy ERP to NetSuite was painless with FinTax guiding every step. Migration was clean, training was thorough.”
Tom Gallagher
COO, BuildRight Industries · USA
“We needed a fractional CFO who could speak to investors and keep our books clean. FinTax delivered both, without the overhead of a full-time hire.”
Marcus Lin
Co-Founder, Elevate SaaS · Canada
“FinTax took our bookkeeping from chaos to clockwork. Their team understands US multi-state compliance better than any firm we’ve worked with.”
Jonathan Pierce
CEO, Pierce Logistics · USA
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