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Pocket Ledger · By business type · Retail & online
Bookkeeping for shops and online sellers

Books that keep up with shops and online sellers.

Whether you sell from a storefront, a Shopify store, or both, the books have to keep up with sales, stock and cost of goods. We set up a real accounting system for your shop and run it, so you always know what you actually made.

Your money, the way it actually moves

Sales come from a POS, an online store, or marketplaces; inventory goes up and down with purchase orders and returns; and the real number — profit after cost of goods — is easy to lose. We connect the pieces so it’s one clear picture.

What we set up for you

  • 01Sales from your POS and online store, with HST
  • 02Inventory: stock on hand, reorder points, purchase orders, cost of goods
  • 03Supplier bills and returns; payment processors reconciled
  • 04Margin by product and a plain read on how the month went

Questions

01

Do you connect to Shopify or Square?

We record sales and payouts from your POS and online store so they reconcile against your bank. Which channels connect directly is something we confirm on the call.

02

Can you track inventory and cost of goods?

Yes — stock, reorder points and cost of goods are part of the system when you carry inventory, so margin is real rather than estimated.

Other trades

Cafés · Restaurants · Trades · Salons · Consultants

Let’s set up your books.

Forty-five minutes, a plan and a price. No payment until we’ve agreed the scope, and we reply — usually the same day.

Book a setup call