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E-Commerce for CFOs and CPAs: 6 Things About Shopify That Can Hurt You


Cost Free
Presentation Length 1.0 hour

Recorded DateMay 21, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaAccounting
Course LevelIntermediate
Course Description

Shopify is arguably the most popular e-commerce selling platform for a reason, their superior tools and technology help a company with the right product fit and marketing strategy grow very quickly. However, accounting for online transactions with complex multi-state sales can be confusing and frustrating. Additionally, the world of e-commerce includes some “gotchas” that if left unchecked, can seriously impact the integrity of a business' financials, or even lead to overpaying sales tax.

As a CFO, Controller, or CPA who serves e-commerce businesses, your role is to ensure the accuracy of those financials so that critical business decisions can be made based on sound numbers. In your position, it is critical to understand how the Shopify platform pulls its numbers, how it behaves when interacting with other platforms, and the nuances to correctly interpret and book the sales and related items to the accounting system.

Join Dawn Brolin, CPA, CFE, as she walks you through 6 things that can hurt you or your clients when it comes to accounting for Shopify sales. You’ll come away with actionable things to immediately check on with your clients or in your own books. At the end, Dawn will introduce you to an automation platform that can help alleviate the complexity of dealing with e-commerce businesses who use Shopify and other popular sales and payment platforms.

Learning Objectives:

  • Identify the basis behind Shopify Summary Reports and how to properly align it for your clients

  • Recognize features that staff may need training on in order to protect margin and COGS analysis

  • Define how Sales Tax is calculated when the Marketplace Facilitator Laws apply

  • Evaluate an automated solution that can create consistency, accuracy, and peace of mind

Not logged

Dawn is The Designated Motivator for Accounting Professionals and the CEO of Powerful Accounting, Inc.

For more than two decades, Dawn has been a well-known and respected educator and motivator for her clients, other accounting professionals and technology solution providers. She is known for innovative collaborations within the accounting profession including with her technology ecosystem partners which are included in her Team Brolin Starting Lineup.

Dawn is a member of the Intuit Tax Council, the ADP Advisory Board, and the Avalara QuickBooks Advisory Board. She has also received many designations and recognitions throughout her career including the most recent “The 2022 Top Presenters Awards“ by as well as Insightful Accountant’s 2020 Top Niche Practice ProAdvisor: Forensics” and one of Accounting Today’s “2018, 2019, 2020, and 2021 Top 100 Most Influential People in Accounting.”

As an in-demand thought leader, speaker, and the author of The Designated Motivator and The Designated Motivator for Accounting Professionals, Dawn believes that motivation and strategic planning is not a one-time event, it is a critical part of being able to achieve the success you want for yourself and your team.

Dawn has appeared on many top-rated news programs and is consistently recognized with awards of distinction in the accounting profession. She has delivered hundreds of webinars and keynote speeches and works with many technology solution providers to help them better understand how to create and market their solutions. She is also a Designated Motivator to her peers and the collegiate softball team she is the assistant coach of at Eastern Connecticut State University.

Dawn's podcast, The DM Disruption podcast can be listened to on Apple, Spotify and Google as well as on her website,


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About Our Sponsor

Bookkeep automatically posts daily sales summary financials to accounting platforms such as QuickBooks Online or Xero and reconciles the payment deposits. We do this for all commerce apps like Square, Shopify, Amazon Seller, and many many more. We’re accountants, business owners, and data nerds ourselves, so we know the importance of accurate accrual-based financial reporting. When we say smarter, we mean it.