Your CPA is good. You like them. They've handled your tax filings for years without major problems. Why would you switch? Because as a growing Shopify seller, "without major problems" isn't the same as "optimally." This guide walks through when to switch from a generalist CPA to an e-commerce specialist, what the transition involves, and how to do it without disrupting your tax compliance.
The conventional wisdom says wait until year-end. It's the advice every accountant gives. It's also wrong about half the time. This guide walks through the actual tradeoffs of mid-year vs. year-end migration timing, when each approach makes sense, and how to choose for your specific Shopify business.
