Case Studies
How Shop Santé Automates Franchisee Payouts with Bookkeep
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.
October 17, 2024
0
min reading time
Case Studies
At a Glance
$67K
California overpayment prevented
Double-payment avoided
$1K
North Dakota overpayment prevented
Unauthorized filing caught
2
Previous provider errors resolved
Uauthorized state filings
Fast
Time to issue resolution
Same-day response from Bookkeep team
The Challenge
With 39 franchise locations and a centralized ecommerce operation powered by Shopify, Shop Santé had a serious accounting challenge:
How do you accurately split and distribute Shopify payouts to dozens of franchisees—automatically?
Shopify sends bulk payouts without the granularity needed to allocate revenue and fees by store. Manually breaking this out each week and transferring funds to each franchisee was error-prone, time-consuming, and unsustainable as they scaled.
[statistics]
The Solution
Bookkeep’s Shopify Payout Splitting feature provided a game-changing solution.
Now, Shop Santé can:
- Automatically split payouts by retail location and ecommerce store
- Transfer deposits weekly to franchisees with 100% accuracy
- Automatically collect franchise fees before disbursing funds
- Post daily sales entries by store ensuring clean books and franchise transparency
The Result
With Bookkeep, Shop Santé now runs a smooth, scalable franchise accounting operation that includes:
✅ Accurate, daily reconciliation across all stores
✅ Automated deposits to 39 franchisees
✅ Seamless fee collection before distributions
✅ Full audit trail and franchisee trust in the numbers
[table]
Problem
20
Bank accounts and credit cards to reconcile.
260
Hours of manual accounting work per year.
Problem
300
Pages in each monthly statement.
Outcome
Detail
Outcome & Detail
$1,000 saved
North Dakota unauthorized filing identified and resolved after transition from previous provider.
$67,000
California double-payment prevented through fast, proactive action by the Bookkeep team.
Zero compliance gaps
State filings are accurate, timely, and reconciled monthly against Shopify data via Avalara.
Clean books via Ottit
Ottit's use of Bookkeep for EBY's bookkeeping ensures financials are automated, accurate, and always audit-ready — complementing Bookkeep's direct management of sales tax.
Peace of mind
EBY's finance team can focus on growth, not chasing down tax errors or unresponsive support teams.
Eric Fortier
Shop Santé
With Bookkeep, we finally found a reliable and efficient solution to connect Shopify and QuickBooks. Managing the accounting for our franchise network is now streamlined and secure. Today, we have the peace of mind that every transaction is perfectly reconciled and that every cent is properly distributed to our franchisees. Bookkeep has become an essential partner for Shop Santé, and we highly recommend their services to any business looking for accurate and efficient accounting automation.
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