Clean Up & Catch Up Bookkeeping Services

Josephine Ramos

(0)

Starting at

$

20

/hr

About this service

Summary

I provide specialized Shopify/Amazon bookkeeping services designed to keep your financial records precise, organized, and compliant. My unique approach ensures seamless integration with E-Commerce platforms, delivering detailed, actionable insights and comprehensive reports that empower you to make strategic decisions and drive business growth.

Process

The Shopify/Amazon bookkeeping process begins with an initial consultation to discuss your business needs, goals, and current practices. We then set up and integrate with your accounting software, configuring settings for accurate data synchronization. Historical financial data is imported and organized, with transactions categorized properly, including sales, refunds, fees, and expenses. Regularly, all Shopify transactions are recorded and reconciled with bank statements and payment processors, resolving any discrepancies.
Next, we manage inventory by tracking and updating levels based on transactions, adjusting for stock changes and valuations. We also meticulously track and categorize business expenses related to Shopify operations. Financial reports are generated, including profit and loss statements, balance sheets, and cash flow reports, along with detailed summaries for sales tax and inventory.
For tax preparation, we compile necessary documentation for sales tax and year-end filings, ensuring compliance with regulations. A thorough review of financial reports is conducted, providing insights and recommendations for improved financial management. Ongoing support is available for any bookkeeping questions, with periodic updates and adjustments as needed. The process concludes with a final review and feedback session to refine and enhance the bookkeeping process.

What's included

  • Shopify and Amazon Bookkeeping

    At the end of your Shopify or Amazon bookkeeping project, you'll receive a comprehensive set of deliverables designed to streamline your financial management. This includes clear financial statements like profit and loss, balance sheets, and cash flow reports to give you a complete picture of your business’s health. I'll also provide detailed transaction and inventory reports, bank reconciliations, and sales tax summaries, ensuring everything is accurate and in order. With insightful financial analysis and a concise bookkeeping summary, you’ll have all the tools you need to make informed decisions and keep your business running smoothly. Trust us to handle the numbers so you can focus on growing your business.

Skills and tools

Accountant
Auditor
Bookkeeper
Microsoft Excel
Quickbooks
Xero

Industries

Accounting
Property Management
E-Commerce

Work with me

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