From Chaotic Shopify Loss To Profitable Lean Machine - Harnessing Your Store Finances For Growth!
In this episode of Winning With Shopify, we sit down with Jason, the CEO of Bookkeep, to dive deep into the financial foundations every Shopify merchant needs to master. From single-location shops to multi-store, multi-currency operations, Jason shares expert insights on how to keep your books clean, accurate, and ready for growth.
We’ll cover:
0:00 In today’s episode
1:34 Introducing Jason from Bookkeep
3:45 Why you need real time information
10:29 How to set the right targets & KPIs
15:43 How to reconcile payments from a single POS location
18:14 Multiple Locations, Multi-currency
26:28 Taxation on Shopify
29:06 The importance of looking after your books
38:11 What business buyers look for
41:32 How to get in touch with Jason
If you’re a Shopify merchant aiming to scale, attract buyers, or simply sleep better at night knowing your finances are in order, this episode is packed with practical advice you can act on right away.
Check out Bookkeep for free here: https://apps.shopify.com/bookkeep-com-daily-summary-e-commerce
Join the bootcamp and elevate your inventory game: https://info.brightpearl.com/winning-with-shopify-holiday-planning-bootcamp
To get 50% off a product sample order & fast-track the waiting list, use code WINNING and this link: https://www.cavela.com/signup?affiliate=WINNING
Get a short, tactical session with insights on things like tax reconciliation, returns, compliance, and more — all led by experts from the tools top brands rely on. Sign up now at taxcloud.com/summer
Check out Yoast and get 15% off ALL monthly Shopify purchases for the first 6 months using code WWS15! https://yoast.com/winningwithshopify-exclusive/
If you want to get your email strategy ready for BFCM, learn more here!
seguno.com/winningwithshopify
Related Episodes
Shopify Growth Strategies – 8 Things You Cannot Afford To Neglect
What separates fast-growing Shopify brands from those that struggle to scale? In this episode, Nick breaks down the 8 critical growth strategies every e-commerce business needs to implement in order to achieve sustainable, long-term growth. From building a multi-channel marketing strategy and improving customer lifetime value to leveraging referrals, optimising products, increasing margins, and creating a business that can thrive without relying on a single person, Nick shares practical insights
Listen or Watch →
Unmissable Advice - How To Create A Deliciously Profitable Chocolate Brand!
In this deliciously insightful episode, we sit down with Parul from Dandelion Chocolate, who shares how they are blending heart, strategy, and cocoa to stand out in the busy chocolate market. We dive into their journey of transitioning from a charming in-store experience to learning how to build a dynamic online presence when COVID hit. Nick also finds out where the biggest opportunities are right now for Shopify stores, and Parul shares smart strategies for approaching corporate and business pa
Listen or Watch →
Crushing It with Email: Achieving Success With Seguno Through a Rebrand
This week, we sit down with Brian Krug from Seguno and Brian Holmes of Burton Goods to unpack an honest story of restarting a business again from the ground up. Why would anyone start over? Brian Holmes shares why he hit reset, and how he’s introducing Burton Goods to a fresh audience - starting with the email inbox. Both Brians dive deep into email strategy for new brands, what it really takes to build authenticity, and how to get more email opens with a better post-master score! If you’re rebr
Listen or Watch →Frequently Asked Questions
Questions about "From Chaotic Shopify Loss To Profitable Lean Machine - Harnessing Your Store Finances For Growth!"