Educational Insights that Power Your Accounting

Sherri-Lee Mathers of Balsam Way is a pioneering figure in adapting to advanced business systems. In the challenging landscape of Canadian sales tax and complex data integration, Sherri-Lee found an indispensable ally in Bookkeep.

Maureen Stevens, founder of Sheer Distinction, a virtual bookkeeping service specializing in e-commerce business, faced significant challenges in managing her clients’ financial data across multiple selling and payment platforms. The complexity of integrating data from various sources made it difficult to provide accurate and timely accounting. However, with the adoption of Bookkeep and its powerful mapping capabilities, Maureen was able to consolidate all data from these platforms and control where the revenue and payouts were booked in each client’s accounting system, enabling her to offer real-time financial insights and help clients efficiently manage revenues, margins, and selling costs.

Dawn W. Brolin, CPA, CFE, and accounting dynamo at the helm of Powerful Accounting, turned to Bookkeep in search of an efficient solution to eliminate manual data processing for her complicated ecommerce and retail clients. Impressed by Bookkeep’s “set it and forget it” automation and detailed, accrual-based daily sales journal entries, she integrated the platform in 2021. The result? The elimination of manual journal entries, 100% confidence in the accuracy of the books, and a newfound ability to enhance firm offerings. With Bookkeep, Dawn not only streamlined her firm’s operations but also expanded its client base, leveraging accurate, real-time financial data to provide top-tier, proactive advisory services.

Bohme is a by-women-for-women, boho-style clothing and accessory brand with an international ecommerce presence and several store locations across the western United States. The following includes quotes from a conversation with Forrest Allen, Head of Accounting at Böhme:

With 39 retail franchise locations and their ecommerce store via Shopify, Shop Santé is your #1 destination in Canada for supplements, sports nutrition, and health.

Bookkeep’s revenue accounting automation solution has helped ease the financial operations at Piper’s Ice Cream Bar, enabling co-owner Chip Adkins to focus on opening a second location while ensuring precise and efficient bookkeeping. With Bookkeep’s automation, Chip saves significant time and increases accuracy, allowing him to plan strategically for business growth and enjoy a better work-life balance.

With Bookkeep’s Shopify to QuickBooks, Etsy to QuickBooks, and other integrations, NetDeposited is saving countless hours of high-maintenance, menial accounting work and receiving comprehensive, automated daily summaries instead.

After implementing Bookkeep’s ecommerce accounting automation solution, Brian Thalman of Wigs.com has significantly streamlined the company’s revenue accounting and monthly close process, cutting workload by 80% and boosting decision-making accuracy with real-time data. This collaboration has facilitated strategic growth and a seamless shift from manual to automated bookkeeping.