The "Root-to-Fruit" Catch-Up: Shop Integrations & Bookkeeping Catch-Up
Designed specifically for creative solopreneurs** (Etsy, Square, or Wix sellers) who are ready to trade a "stack of receipts" for a streamlined system. If you haven't touched your books since your last tax return, you aren’t alone—and you’re exactly who I am here to help.
Tax-Year Bridge: I’ll bring your records current from your last tax filing to today. I’ll categorize every transaction and reconcile your bank accounts so you finally know exactly where your business stands.
Single-Channel Integration: I'll connect your storefront (Etsy, Wix, or Square) with professional integration software. This creates an automated flow for sales, fees, and shipping—no more manual data entry into QuickBooks Online.
The "Maker’s Framework" Setup: I’ll build a custom Chart of Accounts tailored to a maker’s business. I’ll eliminate the guesswork, ensuring every tool and material is categorized correctly for maximum tax deductions.
"Clarity Coaching" Session: We’ll wrap up with a 1-on-1 advisor session. I’ll explain your financial performance in plain English and look at your "Product Ingredients" to ensure you are pricing for true profit.