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.