Financial Reporting Setup

You can’t grow what you can’t measure.
Our Financial Reporting Setup service provides a fully integrated, customized reporting structure to help you track your business’s true financial health. We connect your Shopify store, accounting software (QuickBooks/Xero), marketing platforms, and bank accounts into a unified system that gives you clarity on profitability, cash flow, expense categories, gross/net margin, and more.

Whether for internal insight or investor readiness, we build dashboards and automated report templates tailored to your business structure and growth goals.
Because smart business is measured business.

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.
Service Plans:
$580.00
$580.00
Tax included.
8 Slots Available
Expert Consultation
All-In Solutions
Timely Support
Flexible Options
Professional Expertise
Happy Assurance
Focus on Efficiency & Growth

Unlock Key Benefits & Accelerate Your Growth

Save Valuable Time

Delegate complex tasks to our experts and free up your internal resources to focus on core business activities.

Increase Efficiency

Streamline your operations with optimized processes and reliable solutions, reducing manual effort and potential errors.

Drive Sustainable Growth

Leverage our expertise to enhance your store's performance, improve customer experience, and unlock new revenue opportunities.

Gain Peace of Mind

Rest assured knowing your Shopify store is managed and supported by certified professionals, minimizing risks and downtime.

Getting Started is Simple & Secure

Our Streamlined Process

1

Select Your Plan

Choose the service plan above that best aligns with your current needs and business goals.

2

Complete Secure Checkout

Easily finalize your service activation through our secure and encrypted payment gateway.

3

Grant Store Access via Shopify Partner

You'll receive an official request through Shopify to grant us secure, limited access to the necessary areas of your store. No password sharing is ever required, ensuring your store's security.

4

Work Commences Promptly

Once access is confirmed, our expert team immediately begins working on your request or implementing the service according to the agreed-upon scope and timeline.

5

Track Progress in Real-Time

Stay informed every step of the way. You'll receive access to our client CRM portal where you can monitor the status and progress of your tasks.

6

Receive Your Detailed Report

Upon completion, you will receive a comprehensive report detailing the work performed, key findings, results achieved, and any recommendations for future actions.

7

Resolution & Confirmation

We will notify you as soon as the service is completed or the issue is fully resolved to your satisfaction.

Trusted By Businesses Like Yours

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