קטגוריה: מדריכים & הדרכות

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.

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.

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.

A 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.

Shopify 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.