PRICING
Structured For Your Stage
Support is structured into tiers matched to the exact size and complexity of your business, so the right level of financial architecture is available without paying for unnecessary overhead.
Choose the level of support that fits your business.
Monthly bookkeeping, accounting, and strategic financial support for established product-based businesses earning $750K+ annually.
Foundation
For businesses earning $750K to $1.5M annually
$800 /month
- Works with your existing sales platform (Shopify, Amazon, WooCommerce, and others)
- Monthly categorization and reconciliation in QuickBooks Online
- COGS tracking and proper categorization (materials, freight, production costs)
- Sales tax liability tracking and reserve monitoring
- Monthly Profit and Loss and Balance Sheet
- Year-end package for your tax professional
- Email support
Most Popular
Signature
For businesses earning $1M to $5M annually
$1,800 /month
- Everything in Foundation, plus:
- Inventory reconciliation and valuation
- Landed cost support and maintenance
- Coordination between QuickBooks and your sales and inventory systems
- Gross margin reporting by product line or channel
- Monthly cash flow forecast with revenue and expense planning
- Quarterly financial review meeting
- Custom reporting by product, customer, or channel
- Cash reserve monitoring
- Priority email support
Legacy
For established businesses needing deeper, CFO-level support
$4,500 /month
- Everything in Signature, plus:
- Weekly cash flow planning and visibility
- Advanced profitability analysis by product, customer, or channel
- Scenario modeling for hiring, expansion, inventory buys, or pricing changes
- Monthly strategic review meeting
- Custom KPI dashboard tailored to the business
- Priority access for ongoing questions and decisions
- Collaboration with the client's tax professional or leadership team
- Custom reporting as needs evolve
Available with any package
NEED HELP BEFORE ONGOING SUPPORT?
Need Help Before Ongoing Support?
Inventory and COGS Check-Up
$497
60-minute Zoom review of your QuickBooks Online file, covering inventory setup, COGS structure, and freight and landed cost treatment. You'll receive a custom report showing strengths, risks, and recommended next steps.
Books Rescue
Starting at $2,500
Full review and correction of your COGS, freight, and inventory setup, historical cleanup of miscategorized transactions, reconciliation of outstanding accounts, and a rebuilt chart of accounts built for a product business.
QUESTIONS
Common Questions
We know that handing over your financials is a big step. Here are the answers to the most common questions we hear from product-based business owners before they partner with us.
How does the onboarding process begin?
Once you select a tier, we'll schedule a kickoff call to review your current financial setup and align on your immediate goals. From there, we begin a secure handover of your accounting systems, review your chart of accounts, and address any immediate red flags before establishing our ongoing reporting cadence.
Can I change my tier later as my business grows?
Absolutely. Our partnerships are designed to scale seamlessly with your revenue and complexity. You can upgrade or adjust your support tier at any time to ensure you always have the right level of insight.
Is there a long-term contract or minimum commitment?
We believe in earning your business every month. There are no long-term lock-ins; our ongoing support operates on a flexible month-to-month basis with a simple 30-day notice period if you ever decide to transition.
Do you handle my business taxes as well?
While we do not file year-end taxes directly, our comprehensive year-end package is designed specifically for your tax professional. We collaborate closely with your CPA to ensure a seamless, stress-free tax season.
Scale With Confidence
Ready to build a solid financial foundation for your growing product business? Let's discuss your specific needs and find the right tier of support.
Precision accounting and strategic financial guidance for product-based businesses scaling with confidence.
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