Kategorie: Pro daňové poradce

Zdroje a osvědčené postupy pro účetní profesionály spravující klienty v oblasti e-commerce.

1099-K vs Shopify vs QuickBooks: Reconciling Three Numbers

The 1099-K, Shopify’s sales report, and QuickBooks will show three different revenue numbers — by design. Here’s the bridge that explains every dollar of the gap.
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Tax Season Prep for CPA Firms with E-commerce Clients

E-commerce tax season blowups are December problems that are visible in October. Here’s the client-book audit, the four defects to fix off-season, and the communication calendar that turns January into delivery instead of triage.
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Month-End Close Checklist for E-commerce Client Books

A delegable month-end close runsheet for e-commerce client books: five-minute pre-close triage, five verification steps with times and pass conditions, and a post-close lock — about 30 minutes per client.
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WooCommerce Accounting for Firms: The First-Client Guide

Your 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

A 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

The 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

Cleanups 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

Every 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

A 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

Per-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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