Accounting Workflow

  • Desktop accounting software

  • Paper-based workflow

  • Poor visibility over performance

  • Manual bookkeeping process with minimal automation


  • Manual entry of inventory data

  • Manual entry of Shopify orders

  • No visibility over profit margin by SKU



  • Manual cheque writing to all employees

  • Manual monthly payment to CRA

  • Paper-based pay-stubs

  • Manual T4 and ROE filings


Accounting Workflow

  • Cloud-based accounting software - Xero

  • Paperless (bills, receipts, PO’s)

  • Real-time financial information

  • Highly automated bookkeeping with removal of data entry


  • Shopify sales from multiple stores automatically recorded into accounting system through API

  • Detailed reporting over profit margins by SKU


  • Employee payments by direct deposit

  • Payment to CRA made automatically with every pay-run

  • Custom portal for employee pay-stubs

  • Electronic T4 and ROE filings

Our Technology Solution

Xero, Shopify, Wagepoint, Online Accounting

Multiple warehouses? High volume? Complex Inventory? No problem.

With ConnectCPA we have finally found an accounting firm that understands that technology plays an integral role in our company’s accounting function. Since we run an online business that experiences a high volume of daily transactions, the need for cloud accounting systems and integrations is paramount to remove the onerous demands of manual data entry from our workflow.
— Catherine Choi, Founder