HELP ME WITH MY SHOPIFY BOOKKEEPING
HOW CAN I WORK WITH YOU?

Trying to Integrate Shopify to Quickbooks Online and Feeling a Little Stuck?

Need a bookkeeper to help you get caught up?

DIY Bookkeeping 

Kinda Sucks:

Especially if aren’t  “ a numbers person”, right?!

 
And if you’re like most Small Business owners I work with, it just kind of fell onto your lap to do.
You got into business because you want to help more people doing what you are actually good at...

...not wasting time figuring out accounting principles, how to integrate Quickbooks to Shopify,  and THEN how to use Quickbooks Online!
... maybe you even tried to hire a bookkeeper but you saw the cost and QUICKLY decided to do it yourself....
I mean bookkeeping isn't that big of a deal, how hard can it be?

Well, the reality is this:

If it were easy, then everyone would do it with successful results. 
The multiple decades that I have been helping small business owners, I have learned that even though we (Small Business Owners) can put on a confident face, there are so many of us who have a messy set of books like a skeleton in their closet.

... especially when an integrator like Shopify was set up improperly.


Bookkeeping may have some tasks that don't feel like a big deal,
but if you aren't an accounting professional....

I GUARANTEE THERE ARE THINGS YOU ARE MISSING  IN YOUR DIY BOOKKEEPING ROUTINE

BUT IT DOESN'T HAVE TO BE THAT WAY

THE #1 MISTAKE BUSY ENTREPRENEURS KEEP MAKING:

When Entrepreneurs don't have time to figure out an issue that comes up in Quickbooks or get overwhelmed.
They push their bookkeeping to the back burner and use "bank balance" accounting.

If there's money in the bank account you spend it, if there's not you don't.


And you already know that this is NOT a sustainable way to maintain or grow your business.

Or worse! Mistake #2...

They hire a friend or family member with little to no experience to "help" them with Quickbooks and assume that they will do a better job!

WHEN THEIR "HELPER" ACTUALLY MAKES MORE OF A MESS TO CLEAN UP!

Throwing unqualified help at the PROBLEM doesn’t work! Especially if there are mistakes that are hanging out in your set of books. It will only make your problem worse.

In many situations the helper will go through and delete items that look wrong. 

DELETING A BUNCH OF TRANSACTIONS 

doesn’t make the problem go away!

It makes it worse and 1,000% harder to troubleshoot and fix.

In fact, until you FACE it head on with a professional bookkeeper who specializes in clean up projects your bookkeeping issues will never go away.

"OK, BUT HOW DO I FIND THE RIGHT BOOKKEEPER?"

YOU ARE ABOUT TO!

Hey there, I'm Courtney!

I help BUSY entrepreneurs DITCH THE DIY style of bookkeeping and all that comes with it:

* The long hours spent googling answers

*The not being able to find an answer specific to your business needs

* The just wanting your bookkeeping to be done already

* The stress and frustration of feeling like you should already know how to do this

 

by providing a unique blend of Done With You and Done For You bookkeeping solutions to create a customized and tailored method you can do yourself or delegate to me so you can WIN YOUR BOOKS!

 

Making things so simple and efficient that even a "Non Numbers Person" can do it is the name of the game.

 

 

Now don't get me wrong...

not everyone could or SHOULD be doing their own bookkeeping.

But if you have the right temperament and computer "stuff" comes easy to you, I can help!

 

I Get it Already...How Can I Work With You?

Have you noticed, there is a something missing

when it comes to support for the Entrepreneur

who is doing their own bookkeeping?

 
There are a lot of courses and generic Quickbooks training videos out there that don't encompass what you actually need and  the questions you have for YOUR specific bookkeeping.

or

You feel pressured to completely outsource it all to a bookkeeper so they can take care of it each month. I mean, let's be honest, that would be AMAZING to get this task off your shoulders, but not always feasible.

...but that's not how I do things around here.

I provide On Demand Bookkeeping services to get your bookkeeping DONE FOR YOU when you need it AND DONE WITH YOU when you need customized help to do it on your own.

 

My first step is learning about your business so that I can strategically set up your bookkeeping method to work best for your business. That's a step that a lot of people miss.

But here's the thing:

There are certain areas that you have to do in very specific way, but beyond that, you have quite a few options how to set up your bookkeeping. 

So most of my offers (except items like the Quick Question) will include reviewing your books to make sure your books are set up appropriately for your business strategy....

SO WITHOUT FURTHER ADO, I'D LIKE TO INTRODUCE YOU TO MY:

SHOPIFY BOOKKEEPING SERVICE

How does it work?

Step 1: Book a Bookkeeping Strategy Session with me!

(There is not a one size fits all for bookkeeping, so we will go over the options you have for the Shopify-QBO integration and create a game plan for getting your bookkeeping  integrated with Shopify properly, set up for you to Do Your Own Bookkeeping or Have it Done For You)

LET'S GET STARTED

Step 2: Get your bookkeeping caught up.  

(Based on the strategy session, you will have step by step homework to get your bookkeeping caught up on your own, or you can book me to get it done for you quickly)

Step 3: Get your bookkeeping routine in place. 

(Now that your books are caught up, you are ready to get into a Done With You or Done For You bookkeeping method that will keep your financial records up to date and accurate so you don't have to stress.)

Step 4:  Get your financials to your CPA WAAAY before the tax deadline.

(You won't have to file another tax extension again due to back dated bookkeeping!)

NEED TO CHAT FIRST?

BOOK A CALL