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Recursos e melhores práticas para profissionais de contabilidade que gerem clientes de comércio eletrónico.
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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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O Guia do CPA para Limpar o QuickBooks de um Cliente Shopify
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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O Plano de Contas para E-commerce: Como Evitar Más Decisões de Mapeamento
Continuar a Ler →: Plano de Contas para Comércio Eletrónico: Como Não Tomar Más Decisões de MapeamentoA maioria dos modelos de plano de contas de comércio eletrónico falha no final do mês porque são criados para receita bruta — não para a estrutura de pagamento líquido da Shopify. Aqui estão as 5 decisões de mapeamento que determinam se os seus livros fecham em 30 minutos ou 4 horas.
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