Blogs

The clearing house standard: Aspirational model for accounting firms and retailers

SUMMARY In his latest column for Reuters, Bookkeep CEO & Founder Jason Richelson explains why accounting firms, especially those that serve the retail indust...
December 1, 2022
0
min reading time
Blogs
Table of Contents
Example H2

This is a div block with a Webflow interaction that will be triggered when the heading is in the view.

Example H3
Example H4
Example H5
Example H6
bookkeep logo

Everything you need for accounting automation

Book a Demo

SUMMARY

In his latest column for Reuters, Bookkeep CEO & Founder Jason Richelson explains why accounting firms, especially those that serve the retail industry, should adopt a "clearing house mentality" to help them more accurately keep their clients' books and save them money.

READ THE FULL ARTICLE

bookkeep logo

Book a Demo of Bookkeep

Learn How We Provide Financial Clarity for Shopify through Automated Accounting and Sales Tax Compliance.
Book a Demo  →

You may also be interested some of our other

arrow
arrow
Blogs
Blogs
July 14, 2025

Why Shopify Retailers Need Agencies to Migrate and Optimize Their Shopify POS Setup

For brick-and-mortar retailers making the leap to Shopify POS, the transition is about much more than just swapping out cash registers. It’s a strategic shif...
Read More
Operations
Strategy & Growth
Blogs
Blogs
July 8, 2025

Why Specialized Accounting Firms Are Winning Shopify and Ecommerce Clients

Shopify accounting is a category of its own. Firms that specialize—and automate with Bookkeep—are scaling faster, serving better, and standing out. As an acc...
Read More
Accounting
Strategy & Growth
Industry Insights
Blogs
Blogs
July 7, 2025

Migrating Your Retail Store to Shopify POS? Here’s What You Need to Know

As more retailers embrace unified commerce, many are making the switch to Shopify POS for in-store operations—especially those already running their ecommerc...
Read More
Operations
Strategy & Growth
Blogs
Blogs
June 30, 2025

June Product Updates — Smarter Shopify Setup, Flexible Square Reporting, and Zoho Vendor Mapping

At Bookkeep, we’re constantly evolving our platform to align more closely with how ecommerce and retail merchants work. This June, we’ve delivered updates th...
Read More
Operations
Customer Success
Accounting
Blogs
Blogs
June 26, 2025

From Fragmentation to Financial Clarity: How Bookkeep Supports Shopify’s Vision for Unified Commerce

Retail is undergoing a seismic shift. As Shopify’s latest report, “Retail’s Digital Transformation: From Integration to Unification,” makes clear, the future...
Read More
Industry Insights
Strategy & Growth
Accounting
Blogs
Blogs
June 17, 2025

The Ultimate Shopify Agency Technology Stack: What Multi-Million Dollar Brands Really Need to Scale

As Shopify merchants grow past seven figures in revenue, their needs go far beyond a sleek storefront. They’re managing complex operations—across ecommerce, ...
Read More
Strategy & Growth
Operations
Industry Insights
Blogs
Blogs
June 12, 2025

Revenue Recognition Best Practices for Shopify Brands: Stay Compliant & Confident

For fast-growing Shopify brands, understanding when and how to recognize revenue is more than an accounting technicality—it’s essential for compliance, cash ...
Read More
Accounting
Compliance & Legal
Industry Insights
Blogs
Blogs
June 9, 2025

How Shopify Partners Simplify Multichannel Selling

For modern ecommerce brands, selling on just one platform isn’t enough. Today’s Shopify merchants are building powerful multichannel strategies that span Ama...
Read More
Strategy & Growth
Operations
Blogs
Blogs
June 5, 2025

Meet Our Trusted Shopify Agency Partners: Powering Financial Clarity for Merchants

At Bookkeep, we believe in empowering Shopify merchants with seamless, accurate accounting automation. But we know financial clarity doesn’t happen in a vacu...
Read More
Customer Success
Strategy & Growth
Blogs
Blogs
June 2, 2025

Shopify Editions.Dev 2025 Conference Recap: The Future of Commerce is Here

The Shopify Editions conference in Toronto this past week showcased Shopify's continued dominance and ambition as the leading unified commerce platform for m...
Read More
Industry Insights
Strategy & Growth
Blogs
Blogs
May 28, 2025

May Product Updates: Smarter Shopify, Amazon Accounting and a New Lite Plan

As part of our ongoing mission to simplify and automate e-commerce accounting, Bookkeep is excited to announce several important product updates this May. Th...
Read More
Operations
Accounting
Blogs
Blogs
May 27, 2025

The First of Its Kind: Bookkeep Automates Accounting for Amazon Deferred Transactions

If you sell on Amazon, you know the pain of reconciling your payouts. The timing never quite lines up—especially with orders that are deferred , meaning Amaz...
Read More
Accounting
Operations
Blogs
Blogs
May 23, 2025

Bookkeep Was Built for Shopify’s New Multi-Entity Feature

Shopify's Summer 2025 Editions , dubbed "Horizons," introduced a powerful new feature for larger and more complex businesses: multi-entity management . While...
Read More
No items found.
Blogs
Blogs
May 22, 2025

Bookkeep Recognized by Gartner with Multiple 2025 Awards for Integration Category And More

NEW YORK, NY, UNITED STATES, May 22, 2025 -- We are excited to share that Bookkeep , an accounting automation solution has been recognized with multiple awar...
Read More
Customer Success
Industry Insights
Blogs
Blogs
May 14, 2025

Sales-Based Reconciliation: Why It’s the Gold Standard for Ecommerce Accounting

When reconciling e-commerce transactions, there are two common approaches: Based on the payout date (when money hits your bank) Based on the sales date (when...
Read More
Accounting
Blogs
Blogs
May 13, 2025

Why Bookkeep AND QuickBooks Online?

Why is it worth paying for both Bookkeep and QuickBooks Online? Think of QuickBooks Online as your digital ledger—the system where your financial story lives...
Read More
No items found.
Blogs
Blogs
May 6, 2025

Accounting Automation: The Secret Weapon for Stress-Free Sales Tax Filings in Ecommerce and Retail

For ecommerce and retail brands, managing sales tax isn't just tedious—it’s a growing liability. With sales across multiple states, platforms, and tax jurisd...
Read More
Compliance & Legal
Accounting
Blogs
Blogs
April 30, 2025

What’s new in April: From duties to data, it’s all about control

We know the devil’s in the details, especially when it comes to your books. That’s why April’s updates bring more visibility to your COGS, more flexibility t...
Read More
No items found.
Blogs
Blogs
March 31, 2025

March 2025: Fewer hoops, faster reconciliation

This month’s updates center around transparency and efficiency (your accountant’s dream duo). We’re improving how you track refunds, alerting you to issues b...
Read More
No items found.
Blogs
Blogs
March 5, 2025

How to Allocate Multiple Shopify Store Payouts to Different Bank Accounts

A commonly-requested feature in Shopify doesn’t exist unfortunately, and it affects larger businesses who sell across multiple Shopify POS locations, and who...
Read More
No items found.
Blogs
Blogs
February 27, 2025

February 2025: Smarter accounting with Bookkeep

Keeping your books accurate shouldn’t feel like a full-time job. That’s why we’re always fine-tuning Bookkeep to automate more, track better, and make financ...
Read More
No items found.
Blogs
Blogs
January 30, 2025

Best Practices for Accurate Revenue Recognition​ for Your E-Commerce Store

In the world of e-commerce, businesses often receive bank transfers or deposits from platforms like Shopify, Amazon, Walmart or eBay as part of their sales o...
Read More
No items found.
Blogs
Blogs
January 28, 2025

New Year, New Me: Bookkeep January 2025 Product Updates

At Bookkeep, we're always working to improve your accounting processes. This month, we're rolling out several updates designed to simplify reconciliation, st...
Read More
No items found.
Blogs
Blogs
January 23, 2025

The best agencies for Shopify Plus merchants in 2025

If you’re running a Shopify Plus store, you know it’s not just about selling great products. It’s about making everything behind the scenes run smoothly — fr...
Read More
No items found.
Blogs
Blogs
January 16, 2025

Shopify Editions Winter 2025: What You Need to Know for Your Accounting

Shopify’s Winter 2025 updates bring new tools and features to help merchants operate more efficiently. While these changes offer plenty of benefits, they als...
Read More
No items found.
Blogs
Blogs
January 15, 2025

Bookkeep Launches Shopify Partner Program

Selling online is becoming more and more the norm. In today's ecommerce world, Shopify has become the selling tool of choice for most online merchants. There...
Read More
No items found.
Blogs
Blogs
January 6, 2025

Introducing Bookkeep's New Pricing Packages for 2025

Welcome to 2025! As the calendar turns, many retail, e-commerce and DTC businesses, as well as accounting firms, are evaluating how to optimize their finance...
Read More
No items found.
Blogs
Blogs
December 18, 2024

Make Your Accounting Merry with Bookkeep’s Latest Updates

The holidays are here, and while your business may be bustling, your accounting shouldn’t add stress to the season. Bookkeep is spreading cheer with our late...
Read More
No items found.
Blogs
Blogs
December 18, 2024

Part 2: Advanced strategies to simplify your eCommerce accounting in 2025

In Part 1 , we covered the basics of setting up clean and accurate financials. Now it’s time to focus on advanced strategies that streamline multi-platform r...
Read More
No items found.
Blogs
Blogs
December 18, 2024

Part 1: Setting the financial foundation for 2025 success

The countdown to 2025 has begun — are your financials ready? For eCommerce and direct-to-consumer (DTC) businesses, balancing multiple sales channels, paymen...
Read More
No items found.
Blogs
Blogs
December 16, 2024

The Rise of the Technical Financial Controller: A New Era in Financial Operations

In today's rapidly evolving digital commerce landscape, a critical gap is emerging in how businesses manage their financial operations. The traditional role ...
Read More
No items found.
Blogs
Blogs
December 11, 2024

DTC eCommerce in 2025: Trends You Can’t Ignore

eCommerce is moving fast — faster than the Amazon order you placed yesterday. For direct-to-consumer (DTC) brands, staying ahead of the trends means finding ...
Read More
No items found.
Blogs
Blogs
December 4, 2024

Building a Winning Financial Strategy for DTC Growth

Running the finances of a DTC brand isn’t for the faint of heart. You’re up against slim margins, scaling challenges, and customer expectations that change a...
Read More
No items found.
Blogs
Blogs
November 26, 2024

9 Bookkeep-Shopify Accounting Features to Be Thankful For

The holiday season is here, and we’re making a list of accounting features worth celebrating — no need to check it twice. If you’re using Shopify, managing y...
Read More
No items found.
Blogs
Blogs
November 19, 2024

Smarter Numbers, Smoother Workflows: Bookkeep’s Latest Updates for DTC Brands

For enterprise eCommerce and direct-to-consumer (DTC) brands, juggling high-volume transactions with accurate, real-time accounting can be a challenge. At Bo...
Read More
No items found.
Blogs
Blogs
November 12, 2024

How Your Brand Can Avoid Common Pitfalls this Black Friday & Cyber Monday

With Black Friday and Cyber Monday expected to bring in $75 billion in sales this year , there’s a lot on the line. For direct-to-consumer (DTC), eCommerce, ...
Read More
No items found.
Blogs
Blogs
November 5, 2024

Scaling Smart: Simplifying Sales Tax for Business Growth

If your business is growing and branching into new states, sales tax can become a major administrative burden. In our Scaling Smart series , we’re exploring ...
Read More
No items found.
Blogs
Blogs
October 29, 2024

Scaling Smart: Advanced Accounting Tools for Growing Shopify Merchants

Welcome to the fourth installment of our Scaling Smart series , where we explore how automating your accounting can drive growth for your business. This edit...
Read More
No items found.
Blogs
Blogs
October 22, 2024

New Features, Less Work: Automate Your Multi-Channel Accounting

As CFOs and accounting teams managing multiple sales channels know, manual accounting processes can drain valuable time and introduce errors. We've been ther...
Read More
No items found.
Blogs
Blogs
October 16, 2024

Scaling Smart: Sync Accounting Data Seamlessly Into Your ERP

Welcome to the third blog in our Scaling Smart series , where we explore how accounting automation can support growth-minded businesses like yours. Today, we...
Read More
No items found.
Blogs
Blogs
October 8, 2024

Scaling Smart: Are You Sure You're Booking Your Revenue Correctly?

Welcome to the second blog in our Scaling Smart series, where we'll discuss how automating accounting processes supports growth-minded businesses like yours....
Read More
No items found.
Blogs
Blogs
October 1, 2024

Scaling Smart: Streamlining Your Multi-Channel Accounting with Automation

Welcome to the first blog in our Scaling Smart series, where we’ll discuss how automating your accounting processes can drive growth for your business. Becau...
Read More
No items found.
Blogs
Blogs
September 26, 2024

Clearer Shopify Payout Adjustments for Smoother, Automated Accounting

Managing Shopify payouts can be complex, but it doesn’t have to be. Bookkeep’s latest update brings more clarity to your accounting process by offering speci...
Read More
No items found.
Blogs
Blogs
September 18, 2024

Take Control of Your Books: Meet Our New Features for Shopify and Square Accounting Automation

As CFOs and accounting teams know, keeping books clean and accurate for Shopify and Square merchants can be a time-consuming, manual effort. Between reconcil...
Read More
No items found.
Blogs
Blogs
September 9, 2024

Why Choose Bookkeep for your Shopify based Accounting?

Why Choose Bookkeep for your Shopify based Accounting? The direct accounting teams of top e-commerce merchants using Shopify, or the accounting firms represe...
Read More
No items found.
Blogs
Blogs
July 30, 2024

Are “Hidden Apps” or Additional Channels Messing with your Shopify Sales Figures?

This “adventure in ecommerce accounting” is a DOOZY. And it's a surprisingly common issue. It arises when your team adds an app or additional selling channel...
Read More
No items found.
Blogs
Blogs
July 15, 2024

How to Avoid Double-Booking Revenues, when Using Shopify (or WooCommerce, or Amazon) and PayPal Together

Shopify and PayPal play so nicely together. Or, do they? The short answer is “Yes, they do”, but the longer more nuanced answer is that companies that use th...
Read More
No items found.
Blogs
Blogs
June 25, 2024

Shopify Adjustments Driving You NUTS?

When users talk about Shopify, they usually praise the advanced features that allow them to sell in so many ways. Shopify continues to wow in the key areas t...
Read More
No items found.
Blogs
Blogs
June 18, 2024

Bookkeep Opens New Office in Victoria, British Columbia To Better Serve Its Growing Canadian Customer Base

Brooklyn, NY (June 18, 2024) – Bookkeep, the leading revenue accounting and sales tax automation platform for unified commerce, today announced plans to open...
Read More
No items found.
Blogs
Blogs
June 15, 2024

Getting Shopify Sales Detail into QuickBooks Online: Best Practices to Strike the Right Balance

It's a given that in order to understand the business and to be able to make good business decisions, the business owner, CFO, or financial advisor needs dat...
Read More
No items found.
Blogs
Blogs
May 30, 2024

Where did my Payout Go?

Businesses of all sizes naturally enjoy seeing sales and payments roll in on Shopify, Amazon, Square, and Paypal, etc. And as the business grows, it’s natura...
Read More
No items found.
Blogs
Blogs
May 10, 2024

Do You Have Hidden Issues in Your Ledger?

It’s literally the stuff of nightmares. You think your books are up to date, complete, and accurate, and then you discover a HUGE issue that makes you questi...
Read More
No items found.
Blogs
Blogs
April 23, 2024

Why Automation Should Be Your Number One Priority When Choosing Accounting Apps in 2024

Accountants, bookkeepers, CFOs, and controllers have common goals, even though their day-to-day work may vary. Accurate books, timely closes, and keeping on ...
Read More
No items found.
Blogs
Blogs
April 19, 2024

Why You Should Never Delete Items in Shopify

This is a terrific training opportunity for the people in your organization who process Shopify orders, and manage the Inventory listing. We encourage sharin...
Read More
No items found.
Blogs
Blogs
April 10, 2024

What Is Hiding in Your Shopify Payout?

If you are coding your books just based on the payout total you received, you are missing the bigger picture. Not only will your books be wrong (because the ...
Read More
No items found.
Blogs
Blogs
April 3, 2024

Are You Taking Advantage of Accounting Automation in your E-commerce, Retail, or Restaurant Business?

For busy e-commerce, retail and restaurant businesses (and the accounting teams that serve them), e-commerce and point-of-sale (POS) accounting automation is...
Read More
No items found.
Blogs
Blogs
March 1, 2024

Shopify Sellers - Are You At Risk of Overpaying Your Sales Tax?

Shopify users who sell via Facebook, Instagram, or TikTok need to be especially careful when filing their sales tax returns to avoid overpayment. This is bec...
Read More
No items found.
Blogs
Blogs
February 23, 2024

Shopify and Amazon Sellers: Are You Inadvertently Mixing Revenue Recognition Methods?

Companies that sell on both Shopify and Amazon may inadvertently have an issue with the way their revenue is booked. This is because the two platforms use di...
Read More
No items found.
Blogs
Blogs
February 16, 2024

The Challenge That Shopify Reports Can Create for Accurate Revenue Recognition

Accurate revenue recognition is a cornerstone of reliable financial reporting. Most accounting professionals agree that accrual-based entries are the most ac...
Read More
No items found.
Blogs
Blogs
February 9, 2024

Are You Getting Paid for All Your Shopify Orders? Are You Sure?

There are situations where orders can be placed and fulfilled in Shopify, but payment is not captured. In this article, we cover the dangers of using the “Ma...
Read More
No items found.
Blogs
Blogs
January 15, 2024

Accounting for Influencer Gifting and Zero-Dollar Orders in Shopify (Danger! Danger!)

Common practices like influencer gifting - where orders are processed at zero cost, usually by the user manually applying 100% discount on the order itself -...
Read More
No items found.
Blogs
Blogs
January 10, 2024

2023 Bookkeep Recap: Simplifying Accounting Complexity for Multi-Channel Sellers

In thinking about where Bookkeep really SHINES, it's in two areas. The first is our world-class customer support. The second is when there is significant cha...
Read More
No items found.
Blogs
Blogs
November 28, 2023

Bookkeep and KORONA POS Collaborate to Drive Business Empowerment

Integration set to automate and streamline data management and tax preparation. PRESS RELEASE FROM KORONA POS LAS VEGAS — In an exciting move set to transfor...
Read More
No items found.
Blogs
Blogs
November 6, 2023

Bookkeep Names Accounting Veteran Alison Ball as Vice President of Marketing and Communications

Former Intuit and Liscio Senior Leader Will Drive Strategy to Increase Awareness and Adoption Among Accountants and Bookkeepers for the Revenue & Sales Tax A...
Read More
No items found.
Blogs
Blogs
October 19, 2023

Sales Tax Complexity and the Vanishing Accountant

SUMMARY Ecommerce sales tax has become extremely complex - and the rising accountant shortage makes it even more difficult for retailers. Bookkeep CEO and Co...
Read More
No items found.
Blogs
Blogs
August 22, 2023

How to Streamline Your Mindbody Accounting

Accountants often find Mindbody to be a headache, finding issues with clunky, time consuming accounting processes. Often, accountants must run multiple repor...
Read More
No items found.
Blogs
Blogs
August 22, 2023

4 Reasons Accounting for Square Is So Complicated

Accountants often find Square to be a headache, finding issues with: Time-consuming work running reports to capture the entire range of daily activity for bo...
Read More
No items found.
Blogs
Blogs
August 22, 2023

How to Streamline Your Treez Accounting

Accountants often find Treez to be a headache, finding issues with multiple reports running (with 10s of columns and 100s of daily orders). This makes for pe...
Read More
No items found.
Blogs
Blogs
August 22, 2023

How to Streamline Your Clover Accounting

Accountants often find Clover to be a headache, finding issues with clunky, time consuming accounting processes. Much of the time, accountants must run repor...
Read More
No items found.
Blogs
Blogs
August 22, 2023

7 Reasons Accounting for Shopify & PayPal Is So Complicated

Accountants often find Shopify and PayPal to be a headache, finding issues with: Sales payouts spanning multiple deposits Orders coming from sources beyond y...
Read More
No items found.
Blogs
Blogs
August 18, 2023

Square Capital Loans - Repayments and Initial Disbursement

This article will explain how Bookkeep handles Square Capital Loan repayments and best practices for recording the initial loan disbursement. Square users ha...
Read More
No items found.
Blogs
Blogs
August 8, 2023

Artificial Intelligence Isn’t Transforming Retail Accounting, Yet

SUMMARY In this column for Thomson Reuters, Jason explains why we're not going to see the transformation of AI right now in account reconciliation for retail...
Read More
No items found.
Blogs
Blogs
July 7, 2023

Shopify Stores Selling on Facebook or Instagram

With your Shopify store you have to ability to use the Facebook & Instagram app on Shopify to sell goods. Meta offers details here about the integration.
Read More
Industry Insights
Blogs
Blogs
June 26, 2023

Bookkeep and Zoho Books Partner to Offer Revenue Automation to Its Growing Community of Accountants and Small Businesses

Additional Integrations with Clover, Toast and MindBody Strengthen Bookkeep’s Position As the Market Leader in Automated Ecommerce Accounting St. Louis, Mo. ...
Read More
No items found.
Blogs
Blogs
April 27, 2023

Autonomy in the Workplace: Boost Employee Productivity and Happiness

SUMMARY For CFOs, gauging productivity has been difficult. With the accounting shortage impacting many organizations, productivity must work hand-in-hand wit...
Read More
No items found.
Blogs
Blogs
April 26, 2023

Specialization: A Solution for Reducing Burnout & Attrition Among Tax & Accounting Professionals

SUMMARY In this column for Thomson Reuters, Jason makes the case for why tax & accounting firms should consider switching to a specialization-focused service...
Read More
No items found.
Blogs
Blogs
March 29, 2023

Client Accounting Services: The Outsourced Solution Every Small Business Needs

Thanks to the pandemic, traditional brick-and-mortar retailers and restaurants are embracing ecommerce and digital payment systems like never before. But whi...
Read More
No items found.
Blogs
Blogs
March 7, 2023

3 Challenges that Tech will Solve for Your Firm in 2023

SUMMARY Bookkeep CEO & Co-founder Jason Richelson outlines the biggest challenges automation will solve for accounting firms in 2023 for Accounting Today. RE...
Read More
No items found.
Blogs
Blogs
March 1, 2023

Bookkeep Introduces New Sales Tax Automation To Provide Retailers Complete Revenue Accounting Services

The Bookkeep and DAVO by Avalara integration will enable clients to automatically set aside sales tax, file and make payments, eliminating tedious manual wor...
Read More
No items found.
Blogs
Blogs
February 1, 2023

Bookkeep in your practice: Sheer Distinction Services

Guest author Maureen Stevens of Sheer Distinction Services, LLC . discusses her business and how she is working smarter with Bookkeep automation. About the b...
Read More
No items found.
Blogs
Blogs
January 25, 2023

The reality of ecommerce and POS automation

SUMMARY There are hundreds of channels to make sales and collect revenue. But fewer businesses integrate these platforms into their accounting systems due to...
Read More
No items found.
Blogs
Blogs
January 3, 2023

Bookkeep in your practice: Titans of Virtual Bookkeeping

Guest author Donna Reade of Titans of Virtual Bookkeeping discusses her business and how she is working smarter with Bookkeep automation. About the business ...
Read More
No items found.
Blogs
Blogs
December 19, 2022

Bookkeep Research Study: Part 3

Earlier this year, we commissioned a research study with Paradoxes Inc. , to better understand the impact of manual data entry for retailers, restaurants, no...
Read More
No items found.
Blogs
Blogs
December 14, 2022

Why you need revenue accounting automation

SUMMARY Revenue accountants are essential to the financial management of many types of industries- really, just about any field of business that processes sa...
Read More
No items found.
Blogs
Blogs
December 1, 2022

The clearing house standard: Aspirational model for accounting firms and retailers

SUMMARY In his latest column for Reuters, Bookkeep CEO & Founder Jason Richelson explains why accounting firms, especially those that serve the retail indust...
Read More
No items found.
Blogs
Blogs
November 2, 2022

Bookkeep Raises Another $6.6M to Automate Accounting Entries from Any Platform

SUMMARY Alley Watch features Bookkeep in their Funded in New York Tech category to highlight the business, the company’s strategic plans, the latest round of...
Read More
No items found.
Blogs
Blogs
October 20, 2022

Bookkeep secures $6.6 Million Investment led by Fin Capital

New York, NY - Bookkeep, the smarter accounting automation platform, announced a $6.6 million seed+ round of funding led by Fin Capital, with participation f...
Read More
Accounting
Strategy & Growth
Industry Insights
Blogs
Blogs
September 22, 2022

Bookkeep in your practice: NetDeposited

Guest author, Rachel Dauchy of NetDeposited discusses her business and how she is working smarter with Bookkeep automation. About the business My name is Rac...
Read More
No items found.
Blogs
Blogs
August 29, 2022

Tips for tracking and reporting monthly startup expenses and revenue

Article originally published on TechCrunch.com The party's over Until recently, tech startups traditionally enjoyed relative freedom from financial oversight...
Read More
No items found.
Blogs
Blogs
August 25, 2022

So, you “don’t do” ecommerce accounting…

SUMMARY Ecommerce accounting is increasingly likely to be a part of your own business since it is a growing part of your client’s businesses. Maybe you “don’...
Read More
No items found.
Blogs
Blogs
August 10, 2022

Ecommerce accounting best practices

Ecommerce accounting is the collecting, analyzing, organizing, and reporting of financial data related to business transactions that occur online. Businesses...
Read More
No items found.
Blogs
Blogs
August 2, 2022

Clearing accounts are the process tool all ecommerce books need

SUMMARY Truth: Best practice ecommerce bookkeeping is fueled by clearing accounts, or what we call balance accounts. Read on to find out why these accounts a...
Read More
No items found.
Blogs
Blogs
July 12, 2022

The major headache ecommerce is creating for accounting firms — and the cure

SUMMARY In his first article for Reuters, CEO Jason Richelson examines the true costs of manual accounting and how bookkeepers and accounting firms can recla...
Read More
No items found.
Blogs
Blogs
July 7, 2022

Why Bookkeep uses balance accounts

Balance accounts are the connective tissue that allows all the other elements like the accrual method, daily sales, sales platforms, and bank feeds, to work ...
Read More
No items found.
Blogs
Blogs
July 5, 2022

Know what you code: The most important factor to launching a successful FinOps start-up

SUMMARY In this essay for Fintech Futures, CEO Jason Richelson explains the importance of knowing how to code if you're in the fintech space and how to build...
Read More
No items found.
Blogs
Blogs
June 14, 2022

Take time from your firm and not lose your mind

SUMMARY In this article for AccountingWEB, Dawn Brolin, CPA, CFE of Powerful Accounting LLC shares her top tips for how to successfully navigate the busy con...
Read More
No items found.
Blogs
Blogs
June 7, 2022

Nearly Half of Accounting Firms Outsource CAS As Ecommerce Reconciliation Becomes More Complex

New Report by Bookkeep Reveals Manual Work Consumes 25% of Staff Time Every Month, Costing CAS Departments $8,900 On Average in Lost Staff Time; Enterprise F...
Read More
No items found.
Blogs
Blogs
June 2, 2022

Lack of data standards driving manual reconciliations

SUMMARY Accounting Today features key findings from Part II of Bookkeep's research study on the economic impacts of manual accounting for retailers and accou...
Read More
No items found.
Blogs
Blogs
June 1, 2022

Bookkeep Research Study: Part 2

Earlier this year we commissioned a research study with Paradoxes Inc. , to better understand the impact of manual data entry for retailers, restaurants, non...
Read More
No items found.
Blogs
Blogs
May 30, 2022

Bookkeep is rooted in daily summaries by platform for ecommerce. Here's why.

When we say Bookkeep is committed to daily summaries, we mean it. In fact, Bookkeep was created around the idea that daily summaries are the central and defi...
Read More
No items found.
Blogs