Monthly bookkeeping should do more than record transactions. Your Shopify activity, payment processors, refunds, merchant fees, inventory-related costs, and bank accounts all need to stay aligned.
We keep QuickBooks current, reconciled, and reviewed each month so your books stay useful and your reports are easier to trust.
Depending on your monthly service, support may include:
1. We Keep the Books Current
We record, review, and reconcile the agreed financial activity each month.
2. We Check the Moving Pieces
We review Shopify, payment processors, refunds, fees, and other activity included in your service.
3. We Keep You Informed
You receive updated reports and a straightforward explanation of anything unusual or important we found.
Sometimes. If the existing books are behind or unreliable, cleanup may be required before monthly service begins.
Yes, when Shopify reconciliation is included in your monthly service.
Yes. The processors included depend on your setup and service scope.
Monthly reporting may include your profit and loss statement, balance sheet, and other reports relevant to your business.