The Bookkeep Journal

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 jurisdictions, staying compliant has become a full-time job. If you’re still managing tax data manually, you’re risking errors, missed deadlines, and audit exposure. Enter accounting automation—a smarter way

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 to your Amazon reporting, and a smoother setup for Sage Intacct users in Canada. Here’s what’s new this month (and ICYMI, here’s the March

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 before they snowball, and expanding tax support across platforms and currencies. Whether you manage one entity or many, March brings the visibility and control you’ve been asking for.

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 financial reconciliation seamless.  This month, we’re rolling out updates that improve marketplace visibility, provide richer transaction data, and simplify bulk imports. Here’s what’s new this month (and

Bookkeep CEO, Jason Richelson joined Claus Lauter on The The Ecommerce Coffee Break Podcast + Newsletter to discuss revenue accounting and financial growth for your ecommerce business. Very insightful conversation with a lot of great topics including: ✔️ How poor accounting can sink your business sale price ✔️ What makes multi-channel

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 operations. While it may be tempting to record these transfers directly as sales revenue, doing so is an accounting error that can lead to significant

At Bookkeep, we’re always working to improve your accounting processes. This month, we’re rolling out several updates designed to simplify reconciliation, streamline tax management, and give you more flexibility in your accounting workflows. Here’s what’s new: Simplified sales tax tracking for Shopify’s Shop channel Starting January 1, 2025, Shopify’s Shop

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 — from strategy to troubleshooting to marketing that actually works. The right agency can save you headaches, shorten your to-do list, and help your business

Shopify’s Winter 2025 updates bring new tools and features to help merchants operate more efficiently. While these changes offer plenty of benefits, they also introduce complexities that can ripple into your accounting processes. From streamlined discounts to expanded global payment options, these updates impact how financial data flows through your

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 are also many brick-and-mortar businesses who use Shopify POS as their in-store point of sale and Shopify for their ecommerce site. Within that ecosystem

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 finances and which tools they should use. As such, we’re excited to announce the launch of brand new simple and transparent pricing packages made to scale

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 reconciliation, improve reporting, and simplify compliance so your business can stay on top of finances in 2025.  Managing your financials doesn’t just keep your books

The countdown to 2025 has begun — are your financials ready? For eCommerce and direct-to-consumer (DTC) businesses, balancing multiple sales channels, payment platforms, and tax requirements can feel overwhelming. In this two-part guide, we’ll explore practical steps to clean up your books and prepare your finances for a smooth, successful

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 latest updates across several selling platforms to ensure your accounting is ready for 2025 no matter where or how your business transacts.  Here’s a look

In today’s rapidly evolving digital commerce landscape, a critical gap is emerging in how businesses manage their financial operations. The traditional role of a Financial Controller, while still vital, is no longer sufficient to handle the complexity of modern financial systems. Enter the Technical Financial Controller – a new breed

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 ways to surprise, delight, and deliver (literally) while keeping up with changing customer habits.    Let’s break down the trends shaping 2025 so you’re ready to

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 as quickly as TikTok trends.  But here’s the truth: a solid financial strategy isn’t just a nice to have. It’s the foundation for sustainable growth.

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 your finances can feel like a full-time job. That’s where Bookkeep comes in, automating tedious tasks so you can focus on growing your

For enterprise eCommerce and direct-to-consumer (DTC) brands, juggling high-volume transactions with accurate, real-time accounting can be a challenge. At Bookkeep, we’re always looking to lighten the load with solutions that streamline workflows and keep your team focused on growth.  Our latest integrations with NetSuite and Sage Intacct are built specifically