Shopify · eCommerce Packages

FreeProcesses Shopify Bookkeeping

Founding Member Pricing — 50% off for life

First 20 clients only, through July 31, 2026

Most Shopify bookkeeping services either charge a flat rate regardless of your size, or nickel-and-dime you per transaction. FreeProcesses prices by where your store actually is—from pre-revenue to seven figures—with a licensed CPA reviewing every deliverable, backed by custom-built automation purpose-made for Shopify reconciliation.

Pricing by Growth Stage

TierVolume / Revenue
(whichever is reached first)
Typical ProfileRegularFounding Rate
FoundationPre-revenueNo store yet, or not live$70$35/mo
Momentum1–49 tx/mo, under $10K/moTypically <12 months old$138$69/mo
Traction50–99 tx/mo, under $25K/moGaining volume, still lean$194$97/mo
Scale100–299 tx/mo, under $75K/moEstablished, still small-team$328$164/mo
Enterprise300+ tx/mo or $75K+/moHigh-volume, multi-channelCustomLet's talk

Founding Members lock in 50% off the standard rate—permanently, for as long as the subscription stays active. Once all 20 founding seats are filled (or after July 31, 2026, whichever comes first), pricing returns to the regular rate for new clients.

Exceeding either threshold in a tier moves you up to the next one—pricing tracks whichever signal, volume or revenue, gets there first.

Pricing does not include third-party software subscriptions (e.g., QuickBooks Online).

What's Included

Every tier

  • Full bookkeeping, delivered through a purpose-built Shopify → QuickBooks Online automation pipeline
  • Bank and payment-processor reconciliation every month
  • Monthly P&L and balance sheet, delivered by the 15th of the following month
  • QuickBooks Online set up and maintained by a certified ProAdvisor, with a licensed CPA reviewing every deliverable
  • Anything unusual or unclear flagged for your review before it hits your books
  • Monthly Performance & Planning Review—profitability, cash flow, and cash flow forecast (Foundation: forward-looking launch & structure planning; Momentum and up: full performance review against actuals)

Accurate Shopify → QuickBooks mapping

Gross sales, discounts, refunds, Shopify fees, and sales tax collected each land in the correct QuickBooks account—never lumped into one mystery deposit. Multi-channel by design: Shopify, Amazon, TikTok Shop, wholesale (Faire), and in-person cash sales are consolidated into one clean set of books on a chart of accounts built for your business, with inventory and COGS tracked (Amazon FBA and inventory systems like Cin7 or Finale welcome). Sales tax collected is tracked by jurisdiction so filings and nexus checks are already reconciled to your books.

Foundation

$35/mo
  • Standard Shopify store development—theme setup, core pages, product catalog structure
  • QuickBooks Online setup with a chart of accounts tailored to your store—Shopify→QBO integration configured and tested before your first sale, plus a written summary of how it's set up
  • Guided US entity formation—LLC, C-corp, S-corp, or partnership setup coordination and EIN application, for both US and non-US founders (state filing fees billed separately, not included)

Foundation Annual Plan Bonus

Choose annual billing on Foundation and get full business-formation coordination included—entity setup coordination (LLC, C-corp, S-corp, or partnership), EIN application (including ITIN/EIN handling for non-US founders with no SSN), applicable tax elections (e.g., Form 2553 S-corp election or Form 8832 entity classification) where they fit your situation, registered agent setup (you retain ownership of the contract), and a clear breakdown of your ongoing annual compliance obligations—including foreign-owner filings like Form 5472 where applicable.

Note: entity formation covers EIN/election filings, registrations, and compliance coordination—as a licensed CPA, not attorney work. We coordinate the tax and filing side; anything requiring an attorney stays with your attorney.

Momentum

$69/mo

Everything in Foundation, plus

  • Payout reconciliation, inventory & COGS tracking
  • Accounts payable & receivable, invoicing, and month-end / year-end close
  • 1 Shopify customization/month (one bounded task, ~2 hrs—e.g., a page edit, app install, or third-party tool connection)
  • Foreign-owner US taxation support (non-US owners or partners—withholding, treaty positions, and Form 5472 / 1120-F coordination as applicable)

Traction

$97/mo

Everything in Momentum, plus

  • Sales tax nexus monitoring, quarterly check-in call
  • Year-end tax-planning check-in—reasonable compensation, distributions, and deductions reviewed before December closes so you don't overpay

Scale

$164/mo

Everything in Traction, plus

  • Priority same-week turnaround on flagged items
  • S-corp payroll (Gusto) & 401(k) coordination, reasonable-compensation review, and K-1 support at tax time

Enterprise

300+ tx/mo · Custom

Custom-scoped—multi-channel consolidation, expanded customization allowance, dedicated advisory and reporting built around your business. Let's talk.

Book a scoping call

Founding Member Bonus

First 20 clients, through July 31, 2026

Every Founding Member—any tier—chooses one of the following, free for your first year, on top of the 50% lifetime rate lock:

  • A federal business tax return, prepared and filed—any single-entity return under $100K in annual gross receipts (LLC, C-corp, S-corp, or partnership; foreign partners and K-2/K-3 included). Annual plan only.
  • A full year of sales tax filing and remittance—handled for your registered states
  • Bookkeeping catch-up / cleanup—up to 12 prior months brought current and reconciled (ideal if you're switching from DIY or another bookkeeper)
  • Custom KPI dashboard—a live, real-time revenue/margin/cash dashboard built on your data (not just monthly PDFs)
  • Annual budget + 3-statement model—a full linked P&L, balance sheet, and cash flow plan for the year ahead

This is capped at 20 Founding Members total. Once the 20 seats are filled—or after July 31, 2026, whichever comes first—both the 50% rate lock and the free bonus close to new clients. The rate you lock in as a Founding Member stays with you for the life of your subscription.

The included federal business tax return is available on the annual plan only. Any tax-return preparation offered as an included or free benefit requires an active annual subscription.

Get Started

Founding Member seats are limited to 20 and close on July 31, 2026—whichever comes first. Message us with your monthly transaction volume (or revenue, if you're not sure) and we'll confirm your tier and reserve your seat. Not live yet? That's fine—pre-revenue stores start at Foundation, and we'll build from there.

Billing, cancellation & refunds

  • Subscriptions renew automatically until cancelled. You can cancel anytime.
  • Cancelling a monthly plan takes effect at the end of the current month; cancelling an annual plan takes effect at the end of the current annual term. Service continues through that date.
  • Because these are continuously provided services, payments are non-refundable and no partial-period prorations are made.
  • Any tax-return preparation offered as an included or free benefit requires an active annual plan.