Growing your brand means choosing where to reinvest. Alongside your accounts and tax, COPA's senior team helps you talk through ad returns, stock purchases and what the business can afford next.
Why don't payouts match our sales? Shopify Payments, PayPal and Stripe take fees, process refunds and pay at different times. A bank deposit alone won't explain the difference. We match orders, fees and refunds to payout reports and the bank, making amounts still due easier to follow.
Is our ad spend delivering a worthwhile return? ROAS measures sales against ad spend, not profit. Stock, delivery, discounts and returns still need paying for. Discuss your existing campaign figures and selling costs with our senior team before deciding whether to increase the budget.
Are we tying up too much cash in stock? A bulk discount can look attractive while slow-selling lines sit on the shelf and bestsellers run out. Talk through what to reorder, what can wait and what each purchase leaves for advertising, running costs and tax.
What changes when we sell or hold stock overseas? Shipping abroad and storing stock abroad can create different VAT obligations. Checkout settings don't settle every question. We look at where goods travel and who buys them, then agree the UK and overseas advice needed.
Are we ready for another brand or a future sale? Shared stock, staff and advertising can make it hard to see how each brand is doing. Unclear accounts can also slow a sale. Discuss ownership, tax and your plans with our senior team, using existing accounts and working alongside any sale advisers.
Compliance, understood well before deadlines Keep accounts, VAT and company filings on track where required. Know what to file, pay and set aside well before deadlines.
Tax efficiency: pay no more than you need to Review allowable costs and VAT you can reclaim. Plan Corporation Tax, VAT and how you pay yourself, with overseas requirements checked separately.
Business strategy: scale and prepare to sell Talk through ad returns, stock purchases and affordable growth with our senior team. Use your existing figures to discuss reinvestment and a possible future sale.
Systems & automation: connect your financials Connect your store and payment providers to Xero using compatible software. Bring orders, fees and refunds into the accounts, with checks that payouts match.
Start with the store and the next decision. Tell us what you sell and whether stock, advertising, cash or tax is the immediate concern.
Look at your records and systems. Review your store, payment providers and accounting software. Agree what needs connecting or bringing up to date.
Agree support and a fixed monthly fee. Confirm the accounting and strategy support you need, responsibilities and any separate clean-up costs.
Talk through growth with our senior team. Use your existing figures to discuss ad returns, purchases and cash before making your next commitment.
For UK Shopify and ecommerce founders who want practical help with accounting and growth. Choose how your store trades; more than one can apply.
Brands growing through ads The first order must cover advertising as well as delivery. Discounts and returns can leave less profit than repeat purchases. Sales, discounts, stock costs, delivery, returns and ad spend. What is left after winning and fulfilling the order?
Subscription & repeat-order stores You order stock before knowing who will renew. Cancellations and failed payments can leave less cash for the next run. Renewals, cancellations, supplier orders and payout dates. What can you afford if fewer customers renew?
Pre-order & seasonal launches Pre-order cash still needs to cover the goods, shipping and possible refunds. It isn't all available for the next launch. Pre-orders, delivery dates, supplier payments, refunds and VAT. How much must stay aside to fulfil existing orders?
Web, marketplace & shop sales The same product can earn different margins online, in-store or on a marketplace because fees and delivery costs vary. Sales by channel, fees, delivery costs and stock movements. Which channel adds profit, and which ties up cash?
We check software compatibility and overseas requirements first. Strategy discussions use your existing figures; we don't create custom reports, run ad campaigns or count stock.
No. We also work with WooCommerce, Amazon, eBay, Etsy and multichannel stores. We check your platforms and payment providers before agreeing support.
Fees and refunds may already have been deducted. We match the underlying orders and costs to each payout so your accounts and VAT records don't rely on bank deposits alone.
Discussions with senior members of our team about ad returns, stock purchases, cash and growth. We use your existing accounts, store and advertising figures to explore options, not create custom reports. We agree this support as part of your services.
Yes. Xero is our core accounting platform. We review your setup and agree any transfer, clean-up and software connections before starting.
Yes. We review the gaps, then agree the work and fee to bring things up to date. This is separate from ongoing support.
We review UK and import VAT and discuss overseas requirements based on where you store and sell goods. Overseas registrations and returns are agreed separately.
We agree a fixed monthly fee based on your channels, order volume and support needs. Any transfer or clean-up costs are confirmed before you commit.
We account for online orders, fees, refunds and stock costs, and handle relevant accounts and tax returns. Our senior team also offers strategy discussions to help you make informed business decisions.