The Bookkeep Journal

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

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, and retail brands, it’s a huge opportunity—but only if you’re ready for it.  Here’s how to dodge common pitfalls and set yourself up for

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 key areas where automation helps growing businesses avoid common pitfalls. This time, we’re talking about a must-solve challenge: simplifying sales tax compliance as you expand.

Welcome to the fourth installment of our Scaling Smart series, where we explore how automating your accounting can drive growth for your business. This edition is all about helping Shopify merchants tackle scaling challenges—like managing multiple sales channels, international transactions, and complex payouts. Scaling a Shopify business can quickly complicate

As CFOs and accounting teams managing multiple sales channels know, manual accounting processes can drain valuable time and introduce errors. We’ve been there—so we understand these struggles firsthand.  That’s why we’re constantly innovating, creating new features designed to automate your accounting, provide complete confidence in your books, and free you

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’re tackling a vital issue for businesses using multiple sales channels—accurately integrating your sales data into an enterprise resource planning (ERP) system. As your business grows, so