CATCH UP BOOKKEEPING FOR SHOPIFY SELLERS
Have You Fallen Behind On Your Bookkeeping?
Our Tax Ready Transactions service is what you need. This service will provide catch-up bookkeeping to get your financial records in pristine order, ensuring you're prepared for tax season with accurate, reconciled, and ready-to-file statements.
Stop Stressing About How To Catch Up On The Bookkeeping Data You Need To File Your Taxes
Your bookkeeping is months behind, receipts are disorganized, and tax season feels like an impending nightmare. It’s overwhelming and time-consuming, leaving you unsure of where to start or what’s going wrong.
You need an expert to examine your books, identify problems, and create a clear plan to fix them so you can return to running your business confidently.
Enter Tax Ready Transactions, a bookkeeping catch-up service that quickly gets your financials organized, up-to-date, and ready for tax season—fast.
THE SERVICE
Includes
The 30 day service is designed to get your financials in order and tax-ready. We will ensure your books are accurate and organized so you can confidently handle tax season and focus on growing your business.
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We consolidate all sales data across platforms like Shopify, Amazon, TikTok, and more into a streamlined system. This ensures accuracy and gives you a complete view of your revenue.
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Get a handle on your inventory costs and cost of goods sold (COGS) with our precise tracking process. We’ll make sure your inventory records are accurate and up-to-date.
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Sales tax laws are complex and vary by state, but we’ve got you covered. We’ll verify that you managing sales tax properly and ensure you're compliant with all necessary regulations.
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If your banking feed is filled with months of uncategorized transactions, we’ll get them sorted. Every transaction will be properly classified so that your financial statements reflect your true business activity.
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We’ll reconcile your bank, credit card, and merchant statements, making sure all transactions are correctly recorded and categorized. This eliminates discrepancies and ensures you have a clear understanding of your cash flow.
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We’ll review and correct your balance sheet and profit & loss statement, ensuring all financials are clean, accurate, and reliable. This gives you the confidence to make informed decisions and prepares you for tax filing.
How It Works:
QuickBooks Diagnostic Review
We start by thoroughly reviewing your QuickBooks to identify outstanding transactions, errors, and misclassifications that need attention.
Findings & Recommendation Call
We’ll discuss your diagnostic results in a 1:1 call, providing recommendations and our action plan to clean up your books.
Catchup & Cleanup
We handle the cleanup process for you, ensuring all issues are resolved and your books are up to date so you’re fully prepared for tax season.
We help business owners bring their books up-to-date, giving them clarity on their profits, confidence in their decisions, and the ability to file taxes on time.
Natalie E.
“I came to Natasha with quite the financial mess. She was kind and patient and explained things so they were easy to digest. Not only did she clean up my books, but she went side by side with me and mapped out a plan for my business that ensured profitability throughout the entire year. She helped me see areas of opportunities that I hadn't even considered. If you are searching for someone who is honest and cares about your business just as much as you do, ZAJ Accounting Services is perfect for you. Natasha, thank you for everything you have done for us.”
READY TO GET STARTED?
LET’S TALK INVESTMENT
The service starts with a comprehensive diagnostic at $299, where we evaluate the state of your financials. This must be paid upfront. From there, the cleanup services are $250 per month. The total price ranges from $549 to $3,299, depending on how many months need to be caught up or cleaned up.
You can pay in full or split the total into two or three manageable installments. We’ll work with you to ensure your books are tax-ready without breaking the bank!
Got Questions?
Who Is Tax Ready Transactions For?
Tax Ready Transactions is designed for six-figure e-commerce business owners:
Selling products on the Shopify platform.
Who have fallen behind on their Quickbooks bookkeeping
Who need to catch up on their books to file taxes on time and avoid penalties.
FAQs
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As long as your business generates at least $100K a year and you have a dedicated business bank account, you’re likely a good fit. QuickBooks is also required, or we can set it up for you.
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Your main commitment is providing access to the requested information during the onboarding process. There may be occasional follow-up requests as we work through your data.
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You’ll need QuickBooks, which is essential for tracking and managing your financials. Additionally, A2X is required if you use Shopify or other e-commerce platforms. A2X automates the process of importing your e-commerce sales data into QuickBooks, ensuring accurate and timely financial records. We can integrate A2X, however, you will need to cover the monthly cost.
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No worries! We can help set up QuickBooks for you and integrate it with your Shopify store.
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At this time, we are not taking any new monthly clients. However, we do offer quarterly reviews.
How To Get Started
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Sign up to create an account in our secure portal, ensuring your information is protected.
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Fill out our company organizer, to determine if we’re a good fit for your needs and to collect the essential information we need to kickstart your bookkeeping journey
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Review and sign the engagement letter, which outlines the terms of service, and then pay the initial fees. The diagnostic review or system setup fee is $399, which lays the groundwork for our services.
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You’ll then be prompted to schedule a "Findings and Recommendations" call. During this call, we’ll discuss the current state of your financial records and outline the steps needed to bring everything up to date. After this discussion, you can choose to continue with our Catch Up Cleanup service or decide not to move forward.