What is Shopmonkey Bookkeeping?

All of the functions of Shopmonkey Accounting, but with a bookkeeper. A dedicated bookkeeper works inside Shopmonkey every month — categorizing transactions, reconciling your accounts, and delivering clean financials you can actually use. You run the shop. We handle the books.

If you are interested in Shopmonkey Bookkeeping, please reach out to our Success team for a demo.

Schedule an onboarding call with Shopmonkey Bookkeeping

After you've signed up for Shopmonkey Bookkeeping, you'll schedule a 20-minute call to walk through the onboarding process with a member of our bookkeeping team. If you haven’t yet scheduled an onboarding call, please email us at bookkeeping-support@shopmonkey.io.

During the onboarding call, a member of our team will walk you through everything you need to get started with Shopmonkey Bookkeeping. You should come prepared with:

• Desired bookkeeping start date
• [If applicable] Log-in information for your old accounting software
  • If you would like to import your historical data from a previous accounting software, please let us know during your onboarding call
• [If applicable] Log-in information for your payroll system
• [If applicable] List of loans (institution, loan type - e.g., device, SBA)
• Log-in information for business bank accounts and credit cards

After the onboarding call, you’ll be up and running on Shopmonkey Bookkeeping!

Respond to your tasks

After you are onboarded to Shopmonkey Bookkeeping, your bookkeeper will get started on your books behind the scenes.

Once or twice a month ,your bookkeeper will reach out via text message, asking you to go into Shopmonkey Bookkeeping to:

1. Respond to a few questions on your transactions
2. Upload documentation (e.g., loan documents, bank statements)

Respond to these requests by writing a short description or uploading relevant documents in the Bookkeeping Tasks section on the right side of your Shopmonkey Bookkeeping Overview tab.

View Financial Reports

As our bookkeeping team categorizes your transactions, you can access live charts and reports to review your business financials. We will also send a text message to you at the beginning of each month when your previous month’s reports are ready for your review.

Check out Shopmonkey Accounting: Reports to learn more.

Frequently Asked Questions

Q: What exactly does my bookkeeper do each month?

A: Your bookkeeper imports your Shopmonkey repair order data and bank transactions, categorizes every transaction against your chart of accounts, reconciles all bank and credit card accounts, flags anything that needs your input (usually 2–3 questions via email or SMS), and delivers your monthly P&L, balance sheet, and cash flow by the second week of the following month.

Q: How much of my time does this take each month?

A: Most shops spend under 15 minutes a month. Your bookkeeper handles everything — you’ll occasionally get a question about a transaction they can’t categorize from context alone. A quick reply is all it takes. There’s no monthly meeting, no spreadsheet to review, no back-and-forth reconciliation.

Q: Can I keep my CPA?

A: Yes — and most customers do. Your CPA handles tax filing and year-end strategy. Your Shopmonkey bookkeeper handles the monthly close. Your CPA receives clean, reconciled books instead of a year-end data cleanup project. Many shops find their CPA bill goes down once the books arrive clean every month.

Q: Does this include tax filing?

A: No. Shopmonkey Bookkeeping prepares your books — your CPA files your taxes. We don’t provide tax advice, calculate sales tax, or file returns of any kind. What we deliver is a set of books your CPA can file from without correction.

Q: What happens if I cancel?

A: If you cancel, you receive a final export of your books in a CPA-compatible format so you can take your data with you.

Q: How is this different from hiring my own bookkeeper?

A: A local bookkeeper typically costs more, requires management, and has no native connection to Shopmonkey — they’re working from exports and bank statements. Shopmonkey Bookkeeping costs less, requires under 15 minutes of your time, and pulls data directly from your repair orders. The domain expertise in auto repair accounting is built in.

Still have questions? Feel free to reach out to us through the chat icon. Thanks for reading!