Merchant Sheets is a finance practice for ecommerce brands doing $500K to $10M. Work with me for done-for-you accounting, inventory planning, and fractional CFO support, or run your own numbers on operator-grade templates.
I keep the books, plan the inventory, and run the CFO work myself for brands doing $500K to $10M. One person, start to finish.
The same workbooks I build in client work, packaged so you can run your own numbers. Formula-only, in Excel and Google Sheets.
Bookkeeping and monthly close built for how you sell. Every channel and settlement reconciled, landed cost in COGS, a channel-level P&L you can run the business on.
from $750/mo
Demand forecasting and replenishment planning. Reorder points, safety stock, and a purchase plan that respects your cash, in a spreadsheet or the tool you already run.
from $600/mo
A CFO's read on your numbers and a plan for the quarter ahead. A rolling cash model, channel- and SKU-level profit, and a clear set of moves, reviewed with you every month.
from $1,500/mo
The platforms that keep your books and the training behind every model, backed by certification.
Books set up right
Matched to your existing setup
Sorted by business model: DTC, FBA, subscription, cash flow, inventory. Bundles for operators running the full picture.
Paste exports from Shopify, Amazon Seller Central, Stripe, or QBO into the input tabs. Column headers match standard exports.
Margins, cash position, reorder points, and trend lines update on entry. Numbers a buyer, lender, or operating partner would want to see.
All 20 templates across six categories
20 templates · $499 →
Financials, KPIs, cash, SKU margin, inventory
5 templates · $279 →
SKU-level profit and channel reconciliation
6 templates · $279 →
Forecasting, reorder points, suppliers
6 templates · $275 →
Channel mix, ad efficiency, promo, retention
5 templates · $235 →
Categories, price per template side by side
See the comparison →
Flagship
The integrated three-statement model — P&L, balance sheet, cash flow — built for ecommerce operators.
$129
Variance
Compare your budget to actuals line by line, with dollar and percent variance flagged automatically.
$59
Cash Flow
Weekly cash visibility for the next 13 weeks, with alerts before you run tight.
$69
Excel (.xlsx) and a parallel Google Sheets version of every template.
No macros, no scripts. Click any cell and trace the math.
Each tab opens with a one-page guide. Inputs, outputs, and assumptions called out.
When a template improves, your copy improves. Re-download from your account.
The Full Library is every operator-grade template in the catalog: all 20 workbooks across six categories, in Excel and Google Sheets. Own the shelf and reach for the right one as the question comes up.
Every operator-grade workbook in the catalog, priced as one purchase.
$499
20 templates · both platforms · lifetime updates + new releases
=SUMPRODUCT( (channel=B$2) * (date>=A4) *
(date<=A4+6) * revenue )
# weekly revenue by channel, no array helpers
needed
I’m Bradley Taylor. I run Merchant Sheets as a hands-on finance practice for ecommerce operators, and I handle every engagement myself, from the first call through every monthly close and working session. The templates on this site are the same workbooks I rely on in that client work.
I hold undergraduate degrees in accounting and finance from the University of Maryland, plus certifications through the Corporate Finance Institute (FMVA and FPAP), QuickBooks and Xero, and A2X.
I’ve also built the template models, placed the purchase orders, and sold on Amazon firsthand.
Work with me directly, or run your own numbers on the templates
Both. I offer done-for-you ecommerce accounting, inventory planning, and fractional CFO support for brands doing $500K to $10M, and I sell the operator-grade templates behind that work for operators who’d rather run the numbers themselves.
Monthly bookkeeping and close starts at $750, inventory planning at $600, and fractional CFO retainers at $1,500, scaled to channels, volume, and scope. Most brands start with a diagnostic or audit and add a retainer once the roadmap is clear.
Yes. Every template purchase includes an Excel (.xlsx) file and a parallel Google Sheets version. One price, both platforms, kept in sync as the templates are updated.
No. Every template is formula-only. Click any number and trace it back to the cell that produced it. Nothing happens in the background.
Check a live sample before buying so you know it fits. If you hit a gap after, send a note. The formulas are unlocked and documented, so most things you can adjust, and I’m happy to point you to the right cell.
We use cookies to improve your experience on our site. By using our site, you consent to cookies.
Manage your cookie preferences below:
Essential cookies enable basic functions and are necessary for the proper function of the website.
Google reCAPTCHA helps protect websites from spam and abuse by verifying user interactions through challenges.
Statistics cookies collect information anonymously. This information helps us understand how visitors use our website.
Google Analytics is a powerful tool that tracks and analyzes website traffic for informed marketing decisions.
Service URL: policies.google.com (opens in a new window)
Notifications