Category: For CPAs
Resources and best practices for accounting professionals managing e-commerce clients.
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WooCommerce Accounting for Firms: The First-Client Guide
Continue Reading →: WooCommerce Accounting for Firms: The First-Client GuideYour Shopify runsheet mostly survives a WooCommerce client — except in three specific places. Here’s what actually changes for the firm, and the standing policies that keep the engagement on quote.
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The E-commerce Client Intake Questionnaire for CPAs
Continue Reading →: The E-commerce Client Intake Questionnaire for CPAsA six-section, copy-paste-ready intake questionnaire for CPAs taking on e-commerce clients: platforms, gateways, volume bands, QuickBooks file state, tax posture, and access — collected in writing before the first call.
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How to Add E-commerce Clients as an Accounting Service Line
Continue Reading →: How to Add E-commerce Clients as an Accounting Service LineThe e-commerce service line most firms think requires a specialist hire is actually four buildable assets: a standard chart of accounts, a sync layer, an onboarding runsheet, and a rate card. Here’s the 30-60-90 plan.
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QuickBooks Cleanup Pricing: How to Scope Fixed-Fee Engagements
Continue Reading →: QuickBooks Cleanup Pricing: How to Scope Fixed-Fee EngagementsCleanups have a reputation for being unquotable. They aren’t — if you diagnose before you quote, price per month of restated history, and let tooling cap the worst case. Here’s the method, with the math.
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The 15-Minute Shopify QuickBooks File Diagnostic for CPAs
Continue Reading →: The 15-Minute Shopify QuickBooks File Diagnostic for CPAsEvery Shopify client file breaks in the same five ways — and each defect has a 2–3 minute detection test you can run from read-only access before you quote. Here’s the full diagnostic.
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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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