In this episode of Winning With Shopify, we sit down with Jason, the CEO of Bookkeep, to dive deep into the financial foundations every Shopify merchant needs to master. From single-location shops to multi-store, multi-currency operations, Jason shares expert insights on how to keep your books clean, accurate, and ready for growth.

We’ll cover:

0:00 In today’s episode

1:34 Introducing Jason from Bookkeep

3:45 Why you need real time information

10:29 How to set the right targets & KPIs

15:43 How to reconcile payments from a single POS location

18:14 Multiple Locations, Multi-currency

26:28 Taxation on Shopify

29:06 The importance of looking after your books

38:11 What business buyers look for

41:32 How to get in touch with Jason

If you’re a Shopify merchant aiming to scale, attract buyers, or simply sleep better at night knowing your finances are in order, this episode is packed with practical advice you can act on right away.

Check out Bookkeep for free here: https://apps.shopify.com/bookkeep-com-daily-summary-e-commerce 

Join the bootcamp and elevate your inventory game: https://info.brightpearl.com/winning-with-shopify-holiday-planning-bootcamp 

To get 50% off a product sample order & fast-track the waiting list, use code WINNING and this link: https://www.cavela.com/signup?affiliate=WINNING 

Get a short, tactical session with insights on things like tax reconciliation, returns, compliance, and more — all led by experts from the tools top brands rely on. Sign up now at taxcloud.com/summer

Check out Yoast and get 15% off ALL monthly Shopify purchases for the first 6 months using code WWS15! https://yoast.com/winningwithshopify-exclusive/ 

If you want to get your email strategy ready for BFCM, learn more here! 

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