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Free cpe webinars
E-Commerce Demystified


Cost Free
Presentation Length 1.0 hour

Recorded DateMay 25, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Join Dext and Financly as we sit down with the CFO and CEO (respectively) of Financly Bookkeeping Solutions, Connie Smith (CPB) and Teresa Slack (ACS, FLMI, CPB), for an overview of demystifying e-commerce! Over the last few years, we have seen incredible growth in the number of new e-commerce businesses. During the pandemic, many businesses had to jump into e-commerce just to keep their businesses going.

In this session, we will demystify e-commerce and talk about the six accounting complexities you need to know about. Whether you are an e-commerce business owner or an accounting professional supporting these businesses, this session will open your eyes to the complexities you need to know about and share tips on how to make your accounting easier.

Learning Objectives:

  • Differentiate between marketplaces and white label platforms

  • Name six areas of accounting complexities for e-commerce business

  • Evaluate strategies and tips on how to approach our six areas of complexities


Not logged

Teresa (Terri) offers clients the benefit of 30 years of experience. She is not only knowledgeable in bookkeeping, but in accounting and system setup, business management, sales and marketing, customer service, staff training, policy and procedure, forecasting, staff leadership, and mentorship. Teresa has a passion for Shopify and Amazon Accounting and loves to help business owners and accounting professionals that love them solve their Shopify and Amazon Accounting headaches. E-Commerce Bookkeeping is complex, Teresa teaches how to make it easier! With such a well-rounded business skill set, Terri can help clients with more than just their bookkeeping but can consult on their business operation as a whole.


Connie Smith

Financly Bookkeeping Solutions
CFO/Controller/Director of Finance/Director of Tax


Connie is a master at financial record keeping and has 34 years of experience in bookkeeping, payroll, and tax preparation, with an extensive experience with purchasing and inventory control. Connie loves to solve problems and sort out messy books. Her passion for solving hard problems has led to creating processes that solve hard Shopify and Amazon Accounting challenges. Having run her own business for the past 20 years, Connie offers an intimate knowledge of the joys and challenges faced by small business owners in the pursuit of success and work-life balance. Clients not only benefit from her bookkeeping knowledge but can leverage her expertise and insights as a small business owner/entrepreneur.

About Our Sponsor

Dext col

Dext is an automated, multiproduct accounting solution. With three products, we’re here to help reduce your workload, optimize your workflow, and free up your time.

Here’s a bit about our products and how they can help you:

Dext Prepare – allows you to collect client paperwork, accurately extract data and automate processing into any general ledger, streamlining your workflows so team members can work more closely with clients. It's the 4.7 star rated tool used by over 1 million people.

Dext Commerce – saves you time by automating your client’s sales data retrieval from online eCommerce marketplaces and digital payment methods. Get an overview of their sales performance and ensure sales tax compliance, no matter where they sell in the world.

Dext Precision – intelligent data cleanup, bookkeeping, and compliance tools designed for Xero and QuickBooks Online professionals. Identify mis-codings, track key liabilities, and spot unwanted changes to historical data.