Taking the ‘Fear Factor’ out of managing Shopify clients

Are you hesitant to take on clients with Shopify? Feeling overwhelmed and not sure where to even start? Do you want to serve your clients more efficiently and waste less time during your day?

Our expert panel will help you address your fears.

During this informative session our speakers will open you up, even encourage you, to take on Shopify clients with ONE simple and efficient platform (no more asking for passwords) – so you can be ready to work more efficiently, grow your business and set Shopify clients your clients up for success!

Here’s some of the valuable information that will be discussed: 

  • How to manage clients using Shopify
  • Where to find the right reports in the Shopify platform
  • How to recognize the pitfalls of a single sales entry
  • How to match deposits to your bank feed easily and accurately


Andrew Seguin

Seguin Financial

Seguin Financial is a cloud-based bookkeeping and tax firm in Cornwall, Ontario. With a team of 6, Andrew and his team service clients all across Canada, with a specialty in eCommerce businesses that sell on Shopify, Amazon, Etsy and WooCommerce.

[email protected]

Tanya Hilts

Cloud Business Services and Tanya’s Bookkeeper’s Bootcamp

Tanya Hilts has a passion for streamlining processes and increasing efficiency and client outcomes. Tanya has many accolades and certifications, such as Intuits Global Firm of the Future for 2018, and in 2019 CPB Canada’s Leader of the year, which have catapulted her to a top industry thought leader and mentor. Tanya is a sitting board member of CPB Canada and Member of Intuit’s Trainer Writer Network.

[email protected]

Sherri-Lee Mathers

Balsam Way Bookkeeping & Business Solutions

Sherri-Lee Mathers has been named 4 years in a row to Insightful Accountants Top 100 ProAdvisors. She is CPB Canada’s Leader of the Year for 2021 and Member of Intuit’s Trainer Writer Network. Sherri-Lee is known for working with apps on development and specifically betterment for the accounting industry. The difficult & diverse industry niche she works in breweries, wineries and distilleries has given her in depth knowledge of
many potential app pitfalls.

[email protected]

Jason Richelson

Co-Founder and CEO

Jason Richelson has spent the past two decades deeply rooted in payments, business automation, and accounting systems. Jason has launched several companies, including InternetCash.com, The Greene Grape Grocery, Simply Wine, and ShopKeep. For each of
the companies Jason founded, he personally closed the books. He possesses both the technical knowledge of accounting and the business acumen to create products that help organizations of all sizes scale their operations.

[email protected]


Make manual  
data entry a thing  
of the past.
Let our smarter accounting automation  
do all the heavy lifting for you.