In this episode of Winning With Shopify, we sit down with Jason, the CEO of Bookkeep, to dive deep into the financial foundations every Shopify merchant needs to master. From single-location shops to multi-store, multi-currency operations, Jason shares expert insights on how to keep your books clean, accurate, and ready for growth.
We’ll cover:
0:00 In today’s episode
1:34 Introducing Jason from Bookkeep
3:45 Why you need real time information
10:29 How to set the right targets & KPIs
15:43 How to reconcile payments from a single POS location
18:14 Multiple Locations, Multi-currency
26:28 Taxation on Shopify
29:06 The importance of looking after your books
38:11 What business buyers look for
41:32 How to get in touch with Jason
If you’re a Shopify merchant aiming to scale, attract buyers, or simply sleep better at night knowing your finances are in order, this episode is packed with practical advice you can act on right away.
Check out Bookkeep for free here: https://apps.shopify.com/bookkeep-com-daily-summary-e-commerce
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Get a short, tactical session with insights on things like tax reconciliation, returns, compliance, and more — all led by experts from the tools top brands rely on. Sign up now at taxcloud.com/summer
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