Shopify Accounting
Professional Accounting Services
Accounting & Bookkeeping Built Specially for Shopify Merchants
We provide eCommerce Bookkeeping and Accounting services for Shopify Merchants. Get clear, reliable financials built specifically for eCommerce so that it’s easier to make wise decisions, easier to secure funding, easier to plan effectively for taxes, and easier to exit the business at the right value
Areas of Relief
Inventory & COGS (Cost of Goods Sold) Accounting
- Tracking inventory purchasing, landed costs (shipping, customs, duties), and stock valuations.
- Matching revenue directly to true COGS for precise Gross Margin calculations.
- Adjusting for inventory write-offs, damaged goods, and promotional giveaways.
Daily & Monthly eCommerce Bookkeeping
- Reconciling all payment gateways (Shopify Payments, PayPal, Stripe, Shop Pay, Klarna, Affirm).
- Matching bank deposits to sales reports while accounting for transaction fees, refunds, chargebacks, and held reserves.
- Continuous ledger updates to ensure books are accurate month after month.
Historical Cleanup & Catch-Up Bookkeeping
- Unraveling months or years of messy, inaccurate, or missing financial records.
- Fixing duplicate entries, un-reconciled payout balances, and misclassified expenses.
- Preparing a clean financial baseline so past errors don’t impact current tax or funding readiness.
Sales Tax & Multi-State Nexus Management
- Tracking economic nexus thresholds across state lines to keep you compliant.
- Reconciling sales tax collected via Shopify against actual state filing liabilities.
- Working alongside automated sales tax software (e.g., TaxJar, Avalara) to ensure accurate reporting.
Tax-Ready Financial Reporting & P&L Statements
- Delivering monthly Profit & Loss (P&L) statements, Balance Sheets, and Cash Flow statements.
- Structuring reports specifically for eCommerce (separating gross sales, net sales, merchant fees, ad spend, and COGS).
- Package delivery directly to your CPA or tax planner at year-end for stress-free filing.
Strategic Cash Flow & Tax Planning Advisory
- Proactive year-round tax mitigation strategies to minimize year-end tax bills.
- Cash flow forecasting to plan inventory restocks, ad budgets, and seasonal sales dips.
- Financial metrics analysis (EBITDA, ROI on ad spend) to prepare for debt financing or business exits.
Why choose us
Built for Shopify Merchants Who Want Clear, Stress-Free Financials
We aren't generalist accountants learning eCommerce on your dime. We live and breathe Shopify, payment gateways, multi-channel sales, landed cost accounting, and inventory management. You get an expert team that speaks your language from day one.
Payment processor holds, merchant fees, sales tax, and payouts can create complete ledger chaos. We untangle payout reports from Shopify Payments, PayPal, Stripe, and Klarna so every dollar that enters your bank matches your books perfectly
Tax planning shouldn't start in April. We actively track your growth, monitor multi-state sales tax thresholds (nexus), and implement proactive tax strategies throughout the year—keeping you completely tax-ready while minimizing what you owe.
We don't just hand you balance sheets; we translate your numbers into actionable strategy. From tracking real SKU-level gross margins to preparing audit-ready statements for funding or business exits, we give you the financial clarity to scale confidently.
Stop Guessing and Start Growing
Every Shopify merchant’s journey is different—whether you’re struggling with Shopify payout reconciliations, preparing for tax season, or looking to boost your profit margins. Let’s sit down for a quick, 15-minute chat to look at your current setup, answer your burning accounting questions, and see how we can make your life easier.
🔒 100% confidential. No commitment required.