Category: For CPAs
Resources and best practices for accounting professionals managing e-commerce clients.
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Inside the LedgerPort CPA Partner Program: How It Works
Continue Reading →: Inside the LedgerPort CPA Partner Program: How It WorksA plain explanation of the LedgerPort CPA Partner Program — what each of the five components actually does, what it costs, what it doesn’t include yet, and who shouldn’t join.
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E-commerce Sync Tools for Accounting Firms: The Real Costs
Continue Reading →: E-commerce Sync Tools for Accounting Firms: The Real CostsPer-client subscriptions quietly turn a $40 sync tool into a four-figure monthly line item. How the three licensing models actually price out at 5, 15, and 30 clients.
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Onboard a New Shopify Client to QuickBooks in Under an Hour
Continue Reading →: Onboard a New Shopify Client to QuickBooks in Under an HourA five-stage onboarding process for accounting firms taking on Shopify clients: what to request before the call, how to connect and map the accounts, how to backfill history, and the checklist that marks the client live.
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How to Price E-Commerce Accounting Services (CPA Guide)
Continue Reading →: How to Price E-Commerce Accounting Services (CPA Guide)Hourly pricing is why e-commerce clients feel unprofitable. Here are three pricing models with the math worked out — and the automation economics that make flat-rate retainers safe to offer.
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E-Commerce Clients Are Destroying Your Accounting Firm’s Margins
Continue Reading →: E-Commerce Clients Are Destroying Your Accounting Firm’s MarginsMost firms that lose money on Shopify clients conclude the client type is the problem. It isn’t. The margin leak is infrastructure — and it’s fixable.
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The CPA’s Guide to Cleaning Up a Shopify Client’s QuickBooks
Continue Reading →: The CPA’s Guide to Cleaning Up a Shopify Client’s QuickBooksShopify client files break in the same five ways, in the same order of severity. Here’s how to detect each defect in minutes, fix them in the right sequence, and rebuild the file so the mess never re-accumulates.
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Chart of Accounts for E-commerce: How to Not Make Bad Mapping Decisions
Continue Reading →: Chart of Accounts for E-commerce: How to Not Make Bad Mapping DecisionsMost e-commerce chart of accounts templates fail at month-end because they’re built for gross revenue — not Shopify’s net payout structure. Here are the 5 mapping decisions that determine whether your books close in 30 minutes or 4 hours.
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