Free guide
The Retail & Boutique Bookkeeping Checklist.
The monthly routine two CPAs use to keep retail books honest: inventory and COGS done right, merchant deposits split from fees, sales tax handled, and your real margin clear. Free, one email, no hoops.
What’s inside
- ✓ The month-by-month routine, in order
- ✓ Inventory as an asset, COGS when it sells
- ✓ Splitting merchant deposits from fees and tax
- ✓ Sales tax: what you owe, and where
- ✓ Reconciling inventory, markdowns, and shrinkage
- ✓ The pay-yourself-first cash setup
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When you’re ready for more than a checklist
Find out what shape your books are really in.
Our In-Depth Diagnostic Review is how most owners start with us: two CPAs go inside your actual books and tell you the truth, in writing and on video. $497, credited toward your first month.