Free guide

The Shopify Store Owner's Bookkeeping Checklist.

The exact monthly routine two CPAs use to keep Shopify books clean, sales tax handled, and your pay-yourself number clear. No fluff, no sign-up hoops, just the checklist we wish every store owner had. Enter your email and it's yours.

What's inside
  • ✓ The month-by-month close routine, in order
  • ✓ The Shopify payout trap and how to avoid it
  • ✓ Sales tax: what you actually owe, and where
  • ✓ Inventory and cost of goods, done right
  • ✓ The pay-yourself-first cash setup
  • ✓ Six red flags that your books need help

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Find out what shape your books are really in.

Most Shopify 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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