Shopify Store Bookkeeping & Sales Tax Handling
Accurate Shopify Bookkeeping for Small Businesses & Online Stores
Clear financial tracking for Shopify sellers, with support for payouts, fees, deposits, sales tax, and payment gateway reconciliation.
Who This Service Is For
This service is designed for:
Shopify store owners
Local small businesses selling online
Service providers using Shopify payments
Product-based businesses with local pickup or shipping
Multi-channel sellers using Shopify alongside Amazon/Etsy
If you struggle with mismatched payout amounts, confusing Shopify fees, or sales tax tracking, this service brings clarity and consistency to your financial data.
If you also sell on Amazon, see our Amazon Seller Accounting service.
What’s Included in Shopify Store Bookkeeping
We provide specialized monthly bookkeeping built for the way Shopify processes payments and fees.
These Shopify bookkeeping services support businesses across Mandeville, Covington, Madisonville, Abita Springs, and the Northshore.
Shopify Sales & Payment Reconciliation
Matching Shopify orders to payouts
Recording Shopify Payments, PayPal, Klarna, Afterpay, etc.
Identifying fees, refunds, and adjustments
Sales Tax Tracking & Reporting Support
Tracking sales tax collected by Shopify
Identifying multi-state tax obligations
Preparing summaries for your CPA or filing service
Shopify-to-QuickBooks Integration
Proper mapping of sales, fees, refunds, and taxes
Clean monthly sync into QuickBooks
Troubleshooting sync issues
Monthly Financial Organization
Categorized revenue and expenses
Merchant fee tracking
Digital receipt organization (optional)
Financial Reports & Year-End Support
Monthly sales summaries
Profitability snapshots
Year-end cleanup and CPA-ready reporting
Your books stay accurate, organized, and fully aligned with your Shopify store activity.
We provide Shopify bookkeeping in Mandeville and the surrounding Northshore communities.
What We Don’t DO
To maintain clarity and compliance:
We do not:
File sales tax returns
Provide tax advice
File federal or state tax returns
Act as a CPA or EA
We focus on accurate bookkeeping and financial organization to support your CPA or tax professional.
Our Shopify Accounting Process
1. Store Review & Assessment
We review your Shopify reports, payout structure, and current bookkeeping setup.
2. Cleanup & Integration
We fix past issues, correct mapping errors, and connect Shopify to QuickBooks correctly.
3. Monthly Bookkeeping
Each month we reconcile payouts, fees, refunds, and taxes to give you clear and accurate financials.
4. Ongoing Support & Adjustments
As your business grows, we update mapping rules, add new payment channels, and keep your books consistent.
If you also need QuickBooks support, see our QuickBooks Setup & Monthly Bookkeeping service.
Why Shopify Sellers Choose Us
Accurate reconciliation of payments & fees
Shopify payouts rarely match sales — we break down every component clearly.Support for all payment gateways
Shopify Payments, PayPal, Klarna, Affirm, Afterpay, Amazon Pay — we track them all.Detailed sales tax clarity
We help ensure tax you collect is properly recorded.Clean QuickBooks integration
No duplicate entries, no missing transactions.Local service, nationwide support
Serving Mandeville and the Northshore, with clients across the U.S.
Shopify Bookkeeping FAQs
Do I need QuickBooks to use this service?
No — but it is recommended. If you don’t use QuickBooks, we can help you set it up.
Can you fix Shopify bookkeeping from previous months or years?
Yes. Cleanup services are available for past-due records.
What if I also sell on Amazon, Etsy, or in person?
We can integrate multi-channel sales so all activity flows into one clean bookkeeping system.
Do you file sales tax?
We do not file sales tax returns, but we track, organize, and summarize all sales tax data for easy submission.
Ready for clean, accurate Shopify bookkeeping?
We’ll organize your sales, payouts, and taxes — so you can focus on growing your business.
Ready for clean, accurate Shopify bookkeeping?
Let us organize your sales, payouts, and taxes — so you can focus on growing your business.