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.
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.
