USD $395 | One time fee

Every engagement begins with a Shopify Financial Operations (FinOps) Review. This structured review is designed to assess the financial systems, processes, and workflows that support your Shopify business. Whether you sell exclusively through Shopify, or across multiple sales channels in addition to Shopify, we evaluate how your financial operations work together to identify opportunities for improvement and provide informed recommendations.

Your FinOps Review includes:

- A 30-minute intake session

- Review of your financial systems and workflows

- Operational observations and findings

- Informed recommendations

- Scope assessment for FinOps Setup, FinOps Cleanup, or ongoing FinOps Management

Areas commonly reviewed include:

- Shopify financial settings

- Sales channel configuration (where applicable)

- Shopify payout workflows

- Ecommerce bookkeeping structure

- Xero or QuickBooks Online configuration

- A2X or Link My Books integrations

- Financial reporting

- Financial systems and workflows

- Inventory and COGS

- Reconciliation processes

Clients may be asked to provide temporary read-only access to relevant systems, including Shopify, Xero, QuickBooks Online, A2X, Link My Books, and other connected financial systems where applicable.

This service is a Financial Operations Review and does not constitute a statutory audit or assurance engagement.

Whether you are looking to outsource the setup, cleanup, or management of your financial operations, book your Shopify FinOps Review to get started.