Document hunting is the single biggest time-killer in Shopify catch-up bookkeeping and clean-up accounting engagements. This complete checklist tells you exactly what to gather, where to find it, and how to organize it — so your engagement starts strong and finishes faster.
Every Shopify seller starts out doing their own bookkeeping. Most stay in DIY mode far longer than they should — until catch-up bookkeeping becomes a much bigger problem than it needed to be. Here's a clear framework for knowing when to make the switch.