SHOPIFY BOOKKEEPING  ·  ADVISORY  ·  PROFIT FIRST COACHING

Clean books.
Zero tax surprises.
Profit strategy built in.

Tired of being passed around at a big firm? We’re two CPAs specializing in ecommerce bookkeeping for Shopify stores — intentionally limiting our roster so you always know who’s on your books and get the attention you deserve.

Shopify Bookkeeping Pricing

Here's exactly what we charge — and exactly how we calculate it.

Most bookkeeping firms make you sit through a sales call before they’ll tell you what they charge. We think that’s backwards. Below is our complete pricing — every revenue band, every complexity tier, and an honest explanation of what drives your number. Use it to estimate where your store falls.

01

Revenue drives your base price

The more revenue your store does, the more financial activity there is to track. More Shopify payouts, more transactions, more complexity at tax time. Revenue sets the floor for your price before we know anything else about your store.

02

Complexity moves you within your band

Four things shift you toward the lower or higher end of your range:

→ Sales channels — Shopify only vs. multi-channel

→ Payment portals — each one beyond Shopify Payments adds reconciliation work

→ Transaction volume — 150/mo vs. 2,000/mo is a different job

→ Accounting method — accrual is significantly more complex than cash basis

Your monthly rate — all-inclusive, flat fee.

Every price below includes Shopify bookkeeping, CPA review, P&L and balance sheet delivery, and A2X software. No hourly billing. No surprise invoices. Find your revenue band and complexity level to estimate your range.

Revenue BandLow ComplexityMid ComplexityHigh Complexity
$500K – $750K$550/mo$700/mo$900/mo
$750K – $1M$900/mo$1,100/mo$1,300/mo
$1M – $1.5M$1,300/mo$1,550/mo$1,800/mo
$1.5M – $2M$1,800/mo$2,050/mo$2,300/mo
$2M – $2.5M$2,300/mo$2,550/mo$2,800/mo
$2.5M – $3M$2,700/mo$3,000/mo$3,300/mo
$3M+Let's talk — custom scope and pricing

LOW COMPLEXITY
Shopify Payments only · cash basis · single channel · under 200 transactions/mo
MID COMPLEXITY
One or two additional portals · moderate transaction volume · single or dual channel
HIGH COMPLEXITY
Multiple payment portals · accrual basis · multi-channel selling · over 1,000 transactions/mo

Behind on your books? Here's how cleanup works.

If your books are behind, there's a one-time cleanup cost before your monthly rate begins. We price cleanup per month of history at a flat rate tied to your revenue band — so you always know what you're paying before we start.

Revenue BandCleanup Rate
$500K – $750K$200/month of history
$750K – $1M$250/month of history
$1M – $1.5M$300/month of history
$1.5M – $2M$350/month of history
$2M – $2.5M$400/month of history
$2.5M – $3M$450/month of history
24+ months / never set upCustom scope — book a call
WORKED EXAMPLE

$800K store, 4 months behind

→ Revenue band: $750K–$1M
→ Cleanup rate: $250 per month
→ Months behind: 4
→ Cleanup cost: 4 × $250 = $1,000 one-time
Then ongoing rate of $900–$1,300/mo begins

What's included in every monthly package.

Monthly Shopify payout reconciliation — fees, refunds, and chargebacks separated correctly
Multi-channel sales mapped cleanly where applicable
P&L and balance sheet delivered every month
CPA review before anything reaches you
A2X software included — no separate subscription needed
Sales tax liability tracked across states
Year-round tax-ready books — no January scramble
Email access to your CPA team between deliveries
🛡 30-day money-back guarantee on all packages.
If your first month of completed books doesn't meet your expectations, we'll refund it — no questions asked. We're confident enough in our work to put that in writing.

This pricing isn't for everyone — and that's intentional.

We're not the cheapest bookkeeping option and we never will be. If you're shopping purely on price, we're genuinely not your firm. Our pricing reflects two licensed CPAs reviewing your books, a boutique roster we intentionally cap, and the kind of communication most firms simply don't offer.

If you want your books to protect your taxes, inform your decisions, and give you real clarity on where your money is going — that's exactly what this pays for.

Ready to get started? Every engagement begins here.

The Smoky Mountain CPAs In-Depth Diagnostic Review

We don't just review your financial statements — we go inside your actual QuickBooks account and dig into the details. What we find, what needs correcting, and exactly where things stand gets documented and delivered directly to you.

ONE-TIME FEE
$497
Yours to keep
📊 Financial statement review
We examine your P&L, balance sheet, and transaction history for accuracy, inconsistencies, and anything that could cost you at tax time.
🔍 Deep dive into your QuickBooks
We go beyond the surface numbers and look at how things are actually set up, categorized, and recorded inside your account.
📄 Written findings report
A PDF or Excel document detailing every issue found, every correction needed, and exactly what's going on in your books right now. Yours to keep.
🎥 Personal Loom video walkthrough
We record ourselves walking through your actual diagnostic review — so you can see exactly what we found, hear our reasoning, and pause or rewind at any point. No one else does this.
Credited toward your first month — if you sign on for monthly bookkeeping, the $497 applies in full
30-day money-back guarantee — if the report isn't worth every penny, full refund, no questions asked
Follow-up Zoom call included — once you've reviewed the report and video, we're available for questions
No commitment required — the diagnostic stands alone. Sign on for monthly bookkeeping only if it makes sense for you
Buy the Diagnostic Review — $497I'd rather talk first — book a free 20-minute call

The people behind your books

Two CPAs. One firm. Built so you're never passed around.

Brooks handles the high-level picture — reading your numbers the way a CFO would and flagging what matters for your business decisions. Caroline handles the technical detail, bringing the rigor of years in corporate accounting including experience at KPMG. Together you get both ends covered by people who are actually licensed to review what they're signing off on.

When you email us, a CPA responds.
Not an account manager, not a junior staff member. The person who knows your books answers your question — usually the same day.
🔍
When something's off, we notice before you do.
We cap our client list so we have the capacity to stay close to each store. Most firms managing 200–500 clients can't say that.
🛒
Shopify complexity is our routine.
Payouts, multi-channel reconciliation, sales tax across states — we've built our process around exactly this. What trips up a generalist firm is smooth for us.
▶ Meet us — watch our 60-second intro
Brooks

Brooks

CPA · FOUNDER
Financial reporting · business advisory · reads your numbers like a CFO
CPA & Profit First Coach
Caroline

Caroline

CPA · CO-FOUNDER
Corporate accounting · KPMG alumni · in-the-weeds technical detail
Licensed CPA
2
Licensed CPAs review every set of books
Small
Intentionally capped client roster — always
Before you reach out

We're not the right fit for everyone.
Here's who shouldn't hire us.

You're looking for the cheapest bookkeeper you can find.

Our pricing reflects two licensed CPAs, multiple levels of review, and real communication. If price is the only variable, we're not your firm — and we'd rather tell you that now than waste your time on a call.

You're not on Shopify or ecommerce.

Our entire process is built around how ecommerce businesses actually work. If that's not your world, we're not your specialists — and a generalist would serve you better.

You want someone to quietly process transactions and stay out of your way.

We're invested in your business. We flag things. We ask questions. We notice when something doesn't look right. If you want silence, we're going to frustrate each other.

You need someone who can take you on regardless of fit.

We cap our roster intentionally. If we don't think we're the right match, we'll tell you — and point you somewhere better. We'd rather lose the client than take on work we can't do well.

Still here? Good. You're probably exactly who we're built for.

See our pricing Book a free 20-minute call
Real clients · Real results

Don't take our word for it.

Google Reviews|★★★★★5.0|11 reviews
★★★★★

Mark and his team are the best financial service firm I have ever worked with. Brooks and Caroline are incredible at what they do, and genuinely care about their clients.

Mark Arce
Verified Google Review
★★★★★

As a busy business owner, it's a huge relief to have a CPA who explains things clearly and stays on top of everything.

J
JJP Landscaping & Delivery
13 reviews · 4 months ago
★★★★★

Quick, responsive, and they actually answer the phone. Much better than those big firms out there that have you waiting on hold.

M
Michael Hess
Local Guide · 14 reviews
These are real, unedited Google reviews.
Read all 11 reviews on Google →
The Learning Center

The questions other firms dodge, answered in full.

No gatekeeping, no “book a call to find out.” Straight answers to what Shopify and ecommerce owners actually ask us — written by two CPAs who do this every day.

Browse all articles →
Cost & Price

How Much Does Shopify Bookkeeping Actually Cost? (And What Drives the Price)

5 min readRead now →
Problems

What Doing Your Own Shopify Books Really Costs You — In Taxes, Time, and Cleanup

6 min readRead now →
Comparison

Can AI Do Your Shopify Bookkeeping? Why AI Bookkeeping Tools Keep Shutting Down

7 min readRead now →
💡

Why we publish this — and why most firms don't.

Most firms keep this knowledge behind a sales call because uncertainty is good for closing. We'd rather you make an informed decision — even if it's not us. Browse the full Learning Center →

Ready when you are

You’ve seen the prices.
You’ve met the team.
Pick your path.

Two ways to get started — no sales pitch on either one. Choose whichever feels right and here’s exactly what happens next.

Path A · Know your numbers now

The Diagnostic Review

1
You buy the Diagnostic below — one flat fee, no commitment.
2
We request read-only access to your books and accounts.
3
Two CPAs review your last 12 months in detail.
4
You get a written report of what we found and what it means.
5
You decide if you want ongoing work — no pressure either way.
Buy the Diagnostic — $497
30-day money-back guarantee — if it’s not useful, you don’t pay.
Path B · Talk it through first

A free 20-minute call

1
You book a time below that works for you.
2
You talk to Brooks or Caroline — not a salesperson.
3
We learn about your store and what you need.
4
We tell you honestly whether we’re a fit.
5
If we are, we map out next steps. If not, we point you elsewhere.
Book a free 20-minute call
No prep needed — just bring your questions.
or
|Brooks or Caroline handles your inquiry personally — whichever path you choose.|★★★★★ 5.0 · 11 Google reviews