You've been managing your own books since launching your Shopify store. It worked for a while. Now it doesn't. This guide walks through the exact 5-phase transition process for handing off DIY books to a professional bookkeeper, including discovery, cleanup, and methodology setup.
Switching bookkeepers feels risky because your entire financial history lives in their hands. This guide walks through the exact 5-phase transition process for switching Shopify bookkeepers cleanly, with parallel access periods, knowledge transfer protocols, and access management that protects your data.
