Shopify Store Operations Setup

Launch your store with confidence, not compliance headaches.

Fred Lundin CPA offers expert Shopify Store Operations Setup Services for merchants who want to get it right the first time. Building a beautiful storefront is only half the battle; the invisible backend settings determine whether your business runs smoothly or turns into an accounting nightmare. 

Incorrect sales tax settings can cost you thousands in penalties, and poor inventory data leads to overselling and unhappy customers. We handle the critical configuration that most web designers overlook.

We act as your financial architects. We configure your Sales Tax settings based on your specific nexus, ensuring you collect the right amount from every customer. We set up your Payment Gateways (Shopify Payments, PayPal) to ensure fees and deposits are recorded accurately. We also structure your Inventory and Cost of Goods Sold (COGS) data so you can track true profitability per SKU from day one. 

Whether you are migrating from Etsy or launching your first DTC brand, we build the operational backbone that allows you to scale without fear.

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Frequently Asked Questions (FAQ)

Why do I need a CPA to set up my Shopify store? 

Designers focus on how the store looks; we focus on how the money moves. If your tax settings are wrong, you are personally liable for the uncollected tax. If your payment gateways aren't mapped to your bank correctly, your books will never balance. We ensure the financial plumbing is leak-proof.

Do you handle the visual design? 

No. We stay in our lane. We work alongside your web designer or developer. While they build the theme and pages, we configure the "Settings" panel—Taxes, Payments, Shipping, and Checkout—to ensure operational compliance.

How do you handle Sales Tax? 

We review your "Nexus" footprint (where you have a physical presence or significant sales) and configure Shopify's tax settings to collect in those states. We also ensure "shipping tax" is handled correctly, as this varies by state.

What about Cost of Goods Sold (COGS)? 

Shopify has a field for "Cost per Item," but many sellers leave it blank. We help you calculate your fully landed cost (including freight and duties) and populate this field for every SKU. This allows Shopify (and your accounting software) to report accurate gross margins.

Can you connect Shopify to QuickBooks or Xero? 

Yes. This is a critical step. We recommend and configure connector apps (like A2X or Link My Books) that automatically post daily sales summaries to your accounting software, separating revenue, tax, and fees so your books are tax-ready every month.