YOUR MONTH-END GAME PLAN

Take Control of Your E-commerce Finances—One Checklist at a Time

Say goodbye to the end-of-month scramble. The Accounting Checklist for Shopify + Xero is your free step-by-step guide to closing the books with confidence—minus the guesswork. Designed for growing product-based businesses that want to stay on top of their numbers and make smarter decisions every month.

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HEY, PRODUCT-BASED BUSINESS OWNER—

You’ve got big goals for growth. But are your finances helping you get there?

You’ve worked hard to build a product your customers love and a brand you’re proud of. But if your books are messy or your numbers don’t quite add up, it’s hard to scale with confidence.

That’s where the End of Month Accounting Checklist comes in.

This free step-by-step checklist helps you:

– Reconcile your Shopify and Xero accounts without the overwhelm
– Stay on top of cash flow, inventory, and supplier payments
– Spot issues before they become expensive problems
– Feel confident and compliant ahead of tax time
– Get clear monthly insights to guide your next big move

No jargon. No accounting fluff. Just a streamlined checklist designed for product businesses ready to stay in control and scale sustainably.

FOR PRODUCT + E-COMMERCE FOUNDERS

Who Are Ready to Lead With Numbers, Not Just Noise

You’re in the right place if your product-based business is thriving—but your books are a bit... patchy. Maybe your sales are strong, but your margins aren’t clear. Maybe you’ve got a great brand, but you’re not totally across your finances. This checklist is for you.

This is for founders who want more than a “set-and-forget” bookkeeping system. It’s for those ready to clean up the backend, understand where their money’s going, and use data to guide smarter decisions each month.

Whether you’re tracking cash flow, managing inventory, or prepping for BAS—The End of Month Accounting Checklist is your practical, stress-saving starting point.

You’re growing—but not always profitably

Sales are coming in, but cash flow’s a bit of a mystery. You want to finally understand what’s working and what’s not.

You’ve got tools like Shopify and Xero—but don’t fully trust the data

You’re ready to stop flying blind. It’s time to make sure your tech is syncing right and your books are accurate.

You want financial clarity—without turning into a full-time spreadsheet wizard

You’re not an accountant. You just want clean numbers, clear insights, and zero surprises.

You’re tired of guessing

No more relying on gut feel. This checklist gives you structure, visibility, and peace of mind—month after month.

YOU DIDN’T BUILD THIS BUSINESS TO STAY IN THE DARK.

Get on Top of Your Finances—Without Burning Out

Each month in your product business has a rhythm. But when your backend feels messy, it’s easy to lose track of where your money’s going—and even easier to fall behind on the things that actually move the needle.

You’ve got the drive. Now you need numbers that work with you, not against you.

The End of Month Accounting Checklist is your tool to stop reacting and start reviewing—with structure, clarity, and a checklist you’ll actually use.

This isn’t about learning to become an accountant. It’s about building smart financial habits that protect your profits, support your growth, and give you breathing space.

Because growing a profitable, sustainable business shouldn’t mean guessing—or grinding.

“

THE FUTURE OF YOUR PRODUCT BUSINESS IS PROFITABLE + IN CONTROL

Momentum doesn’t come from doing more—it comes from knowing your numbers.

When you build strong habits around financial clarity, you stop flying blind and start making smart, sustainable decisions.

The End of Month Accounting Checklist helps you move from reactive scrambling to steady, strategic action—month after month.

FEEL LIKE YOU’RE STUCK IN BUSYWORK AND STILL GUESSING YOUR NUMBERS?

Start Managing Your Finances the Smart Way—Not the Messy Way

When you know what to track (and how to track it), everything changes.

This free checklist helps you ditch the overwhelm by walking you through exactly what to review at month-end—so you can stop second-guessing and start running your product business like a pro.

You’ll walk away with more financial clarity, stronger systems, and a smarter monthly rhythm that supports your growth—without burning out.

Whether you're ready to:
– Reconcile Shopify + Xero with confidence
– Stop the guesswork with your cash flow, inventory, and taxes
– Build consistent systems that help you scale profitably

→ This checklist is for you.

this is my gift for you

The End of Month Accounting Checklist for Product-Based Businesses

Frequently Asked Questions

F A Q

What exactly is the End of Month Accounting Checklist?

It’s a practical, step-by-step checklist that helps product-based businesses reconcile their accounts, review key financials, and close off the month using tools like Shopify and Xero. It’s built to give you structure and peace of mind—without needing to be an accountant.

I already have an accountant—do I still need this?

Yes! This checklist helps you stay across your finances between catch-ups. It ensures your systems are syncing, payments are accurate, and nothing slips through the cracks—so you can have better conversations with your accountant or bookkeeper.

Will this work even if I don’t use Xero?

While the checklist is designed with Shopify + Xero in mind, many of the steps—like reviewing sales data, payment gateways, inventory, and tax reports—are valuable even if you’re using different tools. It’s about creating smart review habits that work with your setup.

I’ve never followed a month-end process like this. Is it complicated?

Not at all. It’s designed for founders, not finance pros. You’ll follow simple prompts that make reviewing your business feel clear, not chaotic. Tick things off, and you’ll be ahead of most product businesses.

Is this just for product-based businesses?

Yep—this one’s specifically built for Shopify sellers, e-commerce stores, and product-based brands. If you’re service-based, it might not fully fit.

What if I want help applying this to my own systems?

That’s exactly what the Empower Hour is for. If you’d like tailored support mapping out your end-of-month workflow, cleaning up messy integrations, or getting clear on what’s holding your numbers back—book a 1:1 session with Bec. You’ll walk away with a smarter system and a clear plan forward.

✳

GET READY TO PLAN WITH PURPOSEGET READY TO WRAP UP THE MONTH WITH CONFIDENCE

Your path to cleaner books, smarter decisions, and more profit starts here.

You’ve built the brand. You’ve got the products. Now it’s time to feel just as strong behind the scenes.

This free checklist helps you review your finances at month-end with clarity—no more flying blind, missing steps, or scrambling at BAS time. It’s built for product-based businesses ready to take control of their cash flow, systems, and strategy.

You don’t need to do more. You just need to review what matters.