Einrichten der Finanzberichterstattung

Grow

Included:

• Initial consultation (up to 1 hour) to review your Shopify store’s financial data requirements.
• Connection of Shopify with one accounting platform (QuickBooks or Xero) and one payment gateway or bank feed.
• Basic dashboard setup for core KPIs such as revenue, gross margin, and expenses.
• Creation of one automated report template (monthly or quarterly).
• Email & CRM-based support with standard priority (response within 3–4 business days).

Not Included / Limitations:

• No integration of multiple accounting platforms, banks, or advanced analytics tools beyond the defined scope.
• No historical data reconciliation or correction of past accounting records.
• No investor-ready pitch decks or advanced forecasting models.
• All services are delivered online only; no on-site visits or in-person workshops.

Advanced

Included:

• Consultation (up to 2 hours) to plan multi-source financial reporting and KPI definitions.
• Integration of Shopify with up to 2 accounting platforms or bank feeds and 1 marketing platform (e.g., Google Ads or Meta Ads).
• Setup of two dashboards showing profitability, cash flow, expense breakdowns, and marketing ROI.
• Creation of two automated report templates (e.g., monthly and quarterly performance).
• Email & CRM-based support with priority response (1–2 business days).

Not Included / Limitations:

• No connection to more than two banks or multiple complex data warehouses—requires custom scope.
• No advanced investor reporting packs or predictive analytics models.
• No manual data entry correction or forensic accounting services.

Plus

Included:

• Comprehensive planning session (up to 3 hours) to map KPIs, reporting frequency, and stakeholder needs.
• Integration of Shopify with up to 3 accounting or financial systems, 2 marketing platforms, and 2 bank feeds for unified reporting.
• Creation of three custom dashboards covering profitability, cash flow forecasting, expense categories, and marketing performance.
• Setup of three automated report templates (monthly, quarterly, and annual summaries) ready for internal or investor presentations.
• Email & CRM-based support with high priority (response within 24 hours).

Not Included / Limitations:

• No unlimited system connections or bespoke financial modeling—custom development required for additional complexity.
• No direct bookkeeping, tax filing, or financial advisory services beyond dashboard and report setup.
• All services are delivered online only; in-person meetings or on-site implementation are not offered.