Shopify bookkeeping • QuickBooks cleanup •
Payment reconciliation • Small business bookkeeping
Serving Walnut, CA and surrounding areas, and remotely across the United States
Lai Bookkeep
I help Shopify sellers and small business owners organize their financial records, reconcile payment systems, and understand their real profit using QuickBooks Online.
My focus is turning messy, disconnected financial data into clear, accurate bookkeeping you can actually use to make business decisions.
Most small business owners struggle with the same core problems:
Shopify sales don’t match bank deposits
Stripe, PayPal, or Shopify payouts are confusing
QuickBooks doesn’t reflect real business performance
Expenses and fees are hard to track
Profit numbers don’t feel accurate
This happens when sales, fees, refunds, and payouts move through multiple systems before reaching your accounting records.
I help Shopify sellers and small businesses clean up and manage their bookkeeping so their numbers actually make sense. I reconcile Shopify payouts, payment processors, and bank activity to ensure your financials are accurate, clear, and ready for tax filing.
Shopify bookkeeping, payout reconciliation, and ecommerce financial tracking.
I reconcile Shopify sales, fees, refunds, and payouts so your books match your bank deposits and reflect true business performance.
→ Learn more: Shopify Bookkeeping Services
Stripe, PayPal, Shopify, and multi-platform reconciliation.
I match payment processor data with bank deposits and ensure nothing is missing, duplicated, or miscategorized.
→ Learn more: Payment Reconciliation Services
Fix messy, incomplete, or outdated books.
I clean up financial records, reconcile accounts, and bring your bookkeeping up to date inside QuickBooks Online.
→ Learn more: QuickBooks Cleanup Services
Monthly bookkeeping for service businesses, freelancers, and local operators.
Ongoing bookkeeping support to keep your financial records accurate and organized.
→ Learn more: Small Business Bookkeeping Services
Initial Contact
Reach out via the contact form or request a call on the contact page.
Review & Assessment
Your business is reviewed to understand your current bookkeeping setup, systems, and level of complexity.
Plan Confirmation
The appropriate bookkeeping plan is assigned based on your business complexity. If you’d like to review the service levels in advance, you can visit the Pricing Guide.
Onboarding & Setup
Once confirmed, access is securely set up for your financial systems and bookkeeping begins.
Shopify store owners
Ecommerce sellers using Stripe, PayPal, or Shopify Payments
Freelancers and service-based businesses
Small business owners with messy or incomplete books
Businesses needing cleanup or ongoing bookkeeping
I focus on one thing: making financial data understandable.
I work inside QuickBooks Online to ensure your bookkeeping is:
accurate
structured
reconciled
and easy to understand
My goal is not just bookkeeping—it’s financial clarity so you can confidently run your business.
Based in Walnut, CA, I provide bookkeeping services for local small businesses and remote clients across the United States.
If you are searching for:
bookkeeper near me
Walnut bookkeeping services
Shopify bookkeeper
QuickBooks cleanup help
You are in the right place.
Explore my specialized services:
Do you work with businesses outside Walnut?
Yes. I work remotely with clients across the United States.
Do you use QuickBooks Online?
Yes. All bookkeeping is done inside QuickBooks Online.
Do you handle Shopify and payment processors?
Yes. I specialize in Shopify, Stripe, PayPal, and multi-platform reconciliation.
Can you fix messy books?
Yes. I specialize in cleanup and catch-up bookkeeping.
Do you handle taxes or payroll?
I focus on bookkeeping and financial organization using QuickBooks Online. I do not provide tax filing or payroll services, but I can help ensure your records are accurate and ready for your CPA or tax professional.
If your bookkeeping feels messy, unclear, or disconnected, I can help bring everything back into order and give you clear financial visibility.
Visit the contact page to send a message or book a short call.