Finally understand your shop numbers (without the headache) so you can stop wondering where all your money went
and start paying yourself what you deserve.
Bookkeeping Made Simple for Boutiques
Are you making sales, but somehow still have no money?
Your boutique deserves a better QuickBooks approach.
You put off looking at your financial reports — because they never seem to make sense anyway
Tax time sends you into a panic — as you scramble to gather numbers from various sources, hoping you're doing it right
You've tried setting up QuickBooks — but gave up because the numbers never seemed quite right, so it was more headache than helpful
You're constantly buying inventory for future seasons — but have no idea if you're actually profitable in the current month
You mark products up 3x — but then offer 25% off just to move inventory, unsure if you're still making money
You've considered hiring a bookkeeper — but worry you don’t have the cashflow to hire on an expert, so you keep meaning to do it yourself
You're not alone. Most boutique owners are making sales but can't figure out why they're not making money.
Does this sound familiar when it comes to your boutique finances?
You're working harder than ever. Your social media looks great, your store is beautifully curated, and customers love your products. Sales are coming in regularly.
But at the end of the month, you look at your bank account and think:
"Where did all the money go?"
Here's what's really happening:
Truth is, you have options here.
Then you get to go back to doing what you love and living your life because you know your numbers without giving your life over to becoming a full time accountant.
You finally start paying yourself what you deserve because you know your business can afford it
You track all your payment processors in one place so nothing falls through the cracks
You can set smarter sales goals instead of taking “shots in the dark”
You catch unnecessary expenses before they drain your account
You confidently prepare for tax season throughout the year (no more last-minute panic!)
You can see if your pricing strategy is working or if you need to adjust
You have more visibility on your profit margins so you can make informed decisions
With Bookkeeping for Boutiques:
Option Two:
Take control of your Boutique Finances
You avoid looking at your numbers because they make you anxious, which only makes the problem worse
You have money sitting in payment processors you forgot about (I once found $21,453.08 in a client's Sezzle account they didn't know was there!)
You discover you're still paying for subscriptions you thought you canceled months ago
You scramble at tax time, piecing together numbers from various sources and hoping you're doing it right
You're buying Christmas inventory in July but have no idea if you're actually making money that month
You mark up your products 3x but then constantly offer 25% off just to move inventory
You use your bank account balance to determine if you're profitable (spoiler alert: that's not accurate)
Without a boutique-friendly money system:
Option One:
Stay on the Financial Rollercoaster
This money system actually works for boutique owners
The Difference?
Most bookkeeping advice isn't designed for small to medium retail businesses.
That's why I created a no-fail QuickBooks system specifically for shops.
You need to see the big picture while also understanding your month-to-month fluctuations.
Seasonal buying patterns affect your cash flow
Between Shopify, PayPal, Sezzle, and in-store payments, tracking your actual income requires a specialized approach.
Multiple payment processors create complexity
When you buy that cute new spring collection in January, it's not an expense yet—it's an asset! Understanding this ONE concept can completely transform how you view your monthly profit.
Inventory isn't a simple expense
Why exactly is boutique bookkeeping different?
A step-by-step system that takes the anxiety and confusion out of managing your boutique finances—even if you've been avoiding your numbers for years.
Bookkeeping Made Simple for Boutiques
introducing:
—Judith, Shop Owner
Megan’s program is the best investment I’ve made when it comes to my business 😊”
Set up QuickBooks Online the RIGHT way for your boutique business
Track your inventory properly so you can see your true profit margins
Reconcile multiple payment processors so nothing falls through the cracks
Prepare for tax time throughout the year (no more last-minute scramble!)
Actually understand what your finance reports are telling you about your business
This isn't just another bookkeeping course.
It's a boutique-specific system that shows you exactly how to:
Learn how to properly set up your QuickBooks Online account specifically for your boutique business. We'll cover the essential settings and configurations that will save you headaches down the road.
QuickBooks Online Setup
Module 1
Discover how to navigate and use the bank rules for recurring purchases. You’ll walk away knowing exactly how to record inventory purchases vs. overhead expenses, payroll wages vs. taxes, paying yourself, and all other payments inside your QuickBooks setup.
Recording Money Out
Module 2
- Master the process of recording all your sales-related numbers like gross sales, discounts, refunds, sales tax, gift card sales and exactly how those payments were collected.
- I'll show you how to handle each type of transaction so your sales info matches your numbers in Shopify.
- Plus, you’ll learn how to accurately account for the cost of the products you’ve sold (COGS).
Recording Money In
Module 3
Learn how to reconcile your bank, credit card, and payment processor accounts to ensure everything matches up. This critical step helps catch errors and gives you confidence that your books are accurate.
Review & Reconciliation
Module 4
I’ll teach you exactly how to read AND UNDERSTAND your balance sheet, analyze your P&L, and more. You’ll finally know what all those numbers actually mean and be able to SEE where all your money goes each month!
Reporting
Module 5
- 12 Months of Live Q&A Support: Join our monthly Zoom calls where I'll answer your specific questions and help you work through any roadblocks.
- Private Facebook Community: Get support from me and other boutique owners in our private community. Post your questions anytime, and I'll answer with detailed explanations.
- Boutique-Specific Templates: Get my proven chart of accounts template specifically designed for retail businesses, so you don't have to figure it out from scratch.
And More!
BONUSES
— Katie, Chelsea Pacifica Boutique
“I just have to say, you are a lifesaver. I really like to know how everything works. This information, feedback, and your questions are SO helpful! I'm so happy I found you!“
One of the most valuable things I teach is a super quick way to get all of your sales data into QuickBooks (gross sales, discounts, returns, sales tax, shipping income, gift cards, cost of goods, and the actual payments collected).
Many boutique owners use the free Shopify-QuickBooks integration, but it's AWFUL! It messes up your sales data without you even realizing it. Then you’re even more confused than before.
No matter what system you use, my method ensures your financials will match your store reports, so your numbers will be accurate for taxes AND for making smart business decisions.
The Quickest Path to
Financial Clarity for Your Boutique
You know I love talking numbers
How Much?
$79
3 payments of
$197
One time payment
cashflow friendly: most flexible
- 5 modules: Easy-to-master money-tracking curriculum
- 12 Months of Live Q&A Support
- Private Facebook Community
- Boutique-Specific Templates
What's Included?
Ready for financial clarity as you run your boutique?
Most Popluar
- 5 modules: Easy-to-master money-tracking curriculum
- 12 Months of Live Q&A Support
- Private Facebook Community
- Boutique-Specific Templates
What's Included?
“Before working with Megan, I was always feeling behind and not knowing if I was doing [my bookkeeping] right (which I wasn’t!). Working with Megan has been SO MUCH HELP and has reduced my stress. She is a blessing from the Lord!”
-Jodi, Local Business Owner
"Working with Megan has been SO MUCH HELP and has reduced my stress"
“Before working with Megan, my bookkeeping was complete and utter trash! It was the most stressful and unknown piece to my business. By working with Megan, I don’t stress about the bookkeeping anymore, it has contributed to my overall business growth, I swear!”
- Bri, Business Owner
"I don’t stress about the bookkeeping anymore"
I'm Megan Schmitke, a mom of 4 kids (ages 6, 4, 2, and 4 months) who loves solving financial puzzles for boutique owners.
With over 10 years of accounting experience, I've seen firsthand how retail bookkeeping is much more complicated than other industries—and how many bookkeepers don't have the experience or education to do it correctly.
Honestly, most financial experts leave boutique owners in the lurch, and learning QuickBooks on your own turns into a STRESS FEST more often than it actually creates the clarity you’re craving.
I started my business in July 2021 after leaving my corporate accounting job (with a severance package and a newborn baby!). My second-ever client was a boutique owner, and I quickly realized that retail bookkeeping requires specialized knowledge that most financial professionals don't have.
I LOVE the complexity of boutique finances—putting all the pieces of the puzzle together to get the numbers to fit. I've built my own systems that I've used with my retail clients over the past 4 years, and I've broken it down and documented it all to help other small retailers implement it themselves.
I'm not afraid to provide free value (check out my 50+ blog posts!), but I know that sometimes you need someone to walk you through EXACTLY what to do, step by step. That's what this course provides.
Why I Fell in Love with Boutique Numbers (and created a system to make them click for you)
Why learn from me?
This course is NOT for you if:
You want to pay yourself consistently but aren't sure if you can afford it
You keep putting off organizing your finances because it’s overwhelming
You're making sales but not sure if you're actually making money
You own a boutique (online, brick-and-mortar, pop-up, or mobile)
This course is perfect for you if:
You want to understand your numbers but don't know where to start
You're tired of the tax-time scramble every year
You use Shopify, Square, or another POS system for your sales
You're not willing to spend 30-60 minutes per week implementing what you learn
You're looking for someone to do your bookkeeping for you (I offer that service separately!)
You're already confident in your bookkeeping system and understand your financial reports
You pretty much live in a constant buzz of anxiety when it comes to finances, so why should you start now?
(Honestly, there’s your answer, but I’ll go on…)
Feeling anxious every time you think about your finances
Every month you wait to get your bookkeeping in order
is another month of:
Not paying yourself what you deserve
Not knowing your true profit margins
Missing tax deductions you're entitled to
I'm ready. Let's go!
get started today
$79
3 payments of
$197
One time payment
cashflow friendly: most flexible
- 5 modules: Easy-to-master money-tracking curriculum
- 12 Months of Live Q&A Support
- Private Facebook Community
- Boutique-Specific Templates
What's Included?
Ready for financial clarity as you run your boutique?
Most Popluar
- 5 modules: Easy-to-master money-tracking curriculum
- 12 Months of Live Q&A Support
- Private Facebook Community
- Boutique-Specific Templates
What's Included?
Good! That means you're in the right place.
Got Questions?
click here for anwser
The course includes about 5 hours of video content that you can watch at your own pace. Implementation time varies depending on how far behind you are with your bookkeeping. If you're starting fresh in January, you might spend 1-2 hours per month maintaining your books. If you need to catch up on a full year, expect to spend about 1-2 hours per month of bookkeeping needing to be done (so about 12-24 hours total for a year).
Absolutely! While I do use Shopify in some of my examples (about 3 videos), 98% of the course content applies to ANY boutique business, regardless of which platform you use. The core bookkeeping principles are the same. For the platform-specific parts, you can bring your questions to our monthly Q&A calls, and I'll help you translate the concepts to your specific setup.
Absolutely! While I do use Shopify in some of my examples (about 3 videos), 98% of the course content applies to ANY boutique business, regardless of which platform you use. The core bookkeeping principles are the same. For the platform-specific parts, you can bring your questions to our monthly Q&A calls, and I'll help you translate the concepts to your specific setup.
Yes! I break everything down into simple, step-by-step instructions. The videos show you exactly what to click and where to find everything in QuickBooks Online. Plus, you have access to our Facebook community and monthly Q&A calls where you can ask questions if you get stuck.
Absolutely! While I do use Shopify in some of my examples (about 3 videos), 98% of the course content applies to ANY boutique business, regardless of which platform you use. The core bookkeeping principles are the same. For the platform-specific parts, you can bring your questions to our monthly Q&A calls, and I'll help you translate the concepts to your specific setup.
That's actually a perfect time to join! I'll show you how to correct your setup so your numbers are accurate going forward. Many of my students have previously tried QuickBooks on their own but weren't confident they were doing it right.
Don't worry—you're not alone! The course will walk you through how to catch up efficiently. I recently helped a client catch up on 16 months of bookkeeping (about 1,500 transactions) in just 13 hours. While it might take you a bit longer as you're learning, the system I teach will make it much faster than trying to figure it out on your own.
Absolutely! While I do use Shopify in some of my examples (about 3 videos), 98% of the course content applies to ANY boutique business, regardless of which platform you use. The core bookkeeping principles are the same. For the platform-specific parts, you can bring your questions to our monthly Q&A calls, and I'll help you translate the concepts to your specific setup.
That's actually a perfect time to join! I'll show you how to correct your setup so your numbers are accurate going forward. Many of my students have previously tried QuickBooks on their own but weren't confident they were doing it right.
Yes! I break everything down into simple, step-by-step instructions. The videos show you exactly what to click and where to find everything in QuickBooks Online. Plus, you have access to our Facebook community and monthly Q&A calls where you can ask questions if you get stuck.
Absolutely! While I do use Shopify in some of my examples (about 3 videos), 98% of the course content applies to ANY boutique business, regardless of which platform you use. The core bookkeeping principles are the same. For the platform-specific parts, you can bring your questions to our monthly Q&A calls, and I'll help you translate the concepts to your specific setup.
That's actually a perfect time to join! I'll show you how to correct your setup so your numbers are accurate going forward. Many of my students have previously tried QuickBooks on their own but weren't confident they were doing it right.
The course includes about 5 hours of video content that you can watch at your own pace. Implementation time varies depending on how far behind you are with your bookkeeping. If you're starting fresh in January, you might spend 1-2 hours per month maintaining your books. If you need to catch up on a full year, expect to spend about 1-2 hours per month of bookkeeping needing to be done (so about 12-24 hours total for a year).
Absolutely! While I do use Shopify in some of my examples (about 3 videos), 98% of the course content applies to ANY boutique business, regardless of which platform you use. The core bookkeeping principles are the same. For the platform-specific parts, you can bring your questions to our monthly Q&A calls, and I'll help you translate the concepts to your specific setup.
Yes! I break everything down into simple, step-by-step instructions. The videos show you exactly what to click and where to find everything in QuickBooks Online. Plus, you have access to our Facebook community and monthly Q&A calls where you can ask questions if you get stuck.
That's actually a perfect time to join! I'll show you how to correct your setup so your numbers are accurate going forward. Many of my students have previously tried QuickBooks on their own but weren't confident they were doing it right.
Don't worry—you're not alone! The course will walk you through how to catch up efficiently. I recently helped a client catch up on 16 months of bookkeeping (about 1,500 transactions) in just 13 hours. While it might take you a bit longer as you're learning, the system I teach will make it much faster than trying to figure it out on your own.
Yes! When you implement the system I teach, you'll have accurate financial records that make tax time a breeze. Instead of scrambling to gather numbers from various sources, you'll be able to generate the reports you need with just a few clicks. Plus, you'll likely discover tax deductions you've been missing!
That's what the monthly Q&A calls and Facebook community are for! I'm committed to helping you succeed, so I make myself available to answer your specific questions. You can post in the group anytime, and I'll respond with detailed explanations (either written or in a video).
You have lifetime access to the course materials, so you can refer back to them whenever you need. The Facebook community and monthly Q&A calls are included for 12 months.
grab your access
Join Bookkeeping Made Simple for Boutiques today and transform your relationship with your business numbers and your profit margins.
Ready to finally understand your boutique's finances?
— Annie McCarty, boutique owner
“12/10 experience, I could not more adamantly recommend Megan’s approach and I’ll be singing her praises from any rooftop I can.”
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