USD $395 | One time fee

Every engagement begins with a Shopify Financial Operations Review.

This structured operational review is designed to assess and strengthen your Shopify financial operations infrastructure, ecommerce bookkeeping workflows, reporting structure, integrations, and operational finance processes.

The review includes:

- A 30-minute intake session

- Backend review of your financial systems and workflows

- Operational observations and findings

- Financial operations recommendations

- Scope assessment for cleanup, migration, or ongoing support

Areas commonly reviewed include:

- Shopify financial settings

- Shopify payout workflows

- Ecommerce bookkeeping structure

- Xero or QuickBooks Online setup

- A2X or Link My Books integrations

- Financial reporting visibility

- Operational finance workflows

- Inventory and COGS visibility

- Reconciliation workflows

- Financial systems organization

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

This service is an operational financial systems review and does not constitute a statutory audit or assurance engagement.

Whether you are looking to set up or cleanup your financial operations, book your Shopify FinOps Review to get started.