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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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 Shopify owners start with us: two CPAs go inside your actual QuickBooks and tell you the truth, in writing and on video. $497, credited toward your first month.

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