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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Find out what shape your books are really in.

Most owners start with a free 30-minute call: tell us where your books stand and a CPA will tell you honestly what it would take to fix them. Book a free 30-minute call.

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