Services & Pricing

Three tiers. One goal: financial clarity for your brand.

Every engagement is scoped to the brand. No packages, no upsells, no locked tiers. Here's what most of our clients end up needing, in some combination.

For: Startups

Bookkeeping

The foundation every engagement is built on. Most clients add controller or CFO-level work on top.

Starts at

$3,500/ mo

Monthly close on time
Categorized transactions
P&L, balance sheet, cash flow
Sales tax & payroll reconciliation
Standard chart of accounts
Email support

* If you're scaling past $2M, you probably need more than this.

Start with basic →

Most chosen

For: eCommerce

Controllership

eCommerce and retail companies with real inventory complexity, and digital directory businesses that need a full operating picture.

Custom

Scoped

Everything in Basic
Channel-level P&L
Product-level P&L
Inventory reconciliation
COGS & BOM analysis
Vendor & 3PL reporting
Monthly operator review

Talk to us →

Best Choice

For: Funded teams

CFO Support

Directors of Finance and CFOs who could use an outside perspective, and brands preparing for funding.

Custom

Scoped

Everything in Controllership
Cash flow forecast
Capital strategy (debt/equity)
Investor-ready data room
Series A / debt facility prep
Sit-in for investor meetings
Board pack design

Scope an engagement →

FOR: ALL ENGAGEMENTS

The Foundation

Clean books are the starting point. Every client engagement includes this - it's what everything else is built on.

Starts at

$3,500/ mo

Monthly close on time
Categorized transactions
P&L, balance sheet, cash flow
Sales tax and payroll reconciliation
Standard chart of accounts

* If you're scaling past $2M, you probably need more than this.

Add to my engagement →

Most chosen

FOR: INVENTORY-HEAVY BRANDS

Operating Layer

For brands where the numbers are getting complex. Channel-level margin, inventory that actually reconciles, and a monthly working session to make decisions - not just review reports.

Custom

Scoped

Everything in the Foundation
Channel-level and product-level P&L
Inventory reconciliation and ATP modeling
COGS and BOM analysis
Vendor and 3PL reporting
Monthly operator review

Talk to us →

Best Choice

FOR: BRANDS AT AN INFLECTION POINT

CFO Layer

For founders making big calls - a raise, a debt facility, a new channel, or an exit. You need someone who's been in the room before, not just run the numbers.

Custom

Scoped

Everything in the Operating Layer
Rolling 52-week cash flow forecast
Capital strategy (debt vs equity)
Investor-ready data room
Series A and debt facility prep
Sit-in for investor meetings
Board pack design

Scope an engagement →

Most engagements combine two or three of these. We scope it on the first call and give you a flat monthly number. No surprises.

Inside the work

What you actually get every month.

MONTHLY CLOSE

A close that closes on time

The boring, non-negotiable foundation.

Categorized transactions, reconciled bank and credit accounts, sales-tax and payroll tied out, and a clean P&L, balance sheet, and cash flow in your inbox by the 10th business day. Every month. No exceptions.

OPERATING P&L

Channel- and product-level P&L

Where value is created. Where it leaks.

We rebuild your P&L the way an operator reads it. Revenue and contribution margin sliced by channel (Shopify, Amazon, wholesale) and by product. The exact number you need to make pricing, ad-spend, and SKU-cut decisions.

INVENTORY

Inventory that reconciles to reality

Not what the spreadsheet says. What's on the shelf.

Monthly inventory reconciliation, BOM and COGS analysis, and focused replenishment planning. The work behind Copper Pearl's 6,000-SKU turnaround.

CASH & CAPITAL

Cash forecast and capital strategy

Plan with confidence. Or with conviction.

Rolling cash model connected to your inventory cycles. Capital-stack analysis when you're weighing debt vs equity. Data room and model build for funding events. We've sat in the investor meetings.

Inventory module

Stop guessing on your next PO.

Every SKU mapped to its days-of-cover, reorder threshold, and lead-time-aware safety stock. One screen tells you what to reorder this week and what to discount before it cannibalizes the quarter's cash.