Services

Everything accounting, handled.

Every engagement starts with a free Profit Clarity Audit, a 3-minute diagnostic that tells us exactly where your margins are leaking and which tier is the right fit for your stage.

01
Foundations

Single-channel Shopify brands (<$1M)

The Foundations tier is designed for early-stage Shopify brands that need to graduate from messy spreadsheets to accrual-based accounting. We separate your platform fees, shipping, and returns from your gross revenue, giving you your true Net Sales.

Monthly E-commerce Bookkeeping
Monthly E-commerce Accounting
COGS calculation & adjustment
Monthly Financial reporting
Semi - Annual strategy Call

02
Growth

Multi-channel brands ( 1M−3M)

When you add Amazon, wholesale, or new product lines, cash flow becomes your biggest bottleneck. The Growth tier connects your storefront data with your operational expenses. We introduce our Cash-Optimized Restock Model, ensuring you know exactly how many units to order and when.

Everything in Foundations
Multi-channel support
Material & finish specs
Inventory forecast
Cash Flow Forecast
Multi-channel Sales Recon
Semi-Annual Strategy Call

03
Scale

Multi-channel brands ( 3M−5M)

At this stage, a 65% gross margin means nothing if your Contribution Margin is negative after ad spend, fulfillment, and fixed overhead. The Scale tier provides the real-time financial intelligence you need to make aggressive growth decisions.

Everything in Growth
Sales Tax Filing support
Omni-channel support
Advanced Reporting
Quarterly strategy calls

04
Fractional CFO

Multi-channel brands ( 5M−8M)

You've outgrown bookkeeping; you need a financial partner in the room when major decisions are made. Our Fractional CFO tier protects your margins from the "messy middle" squeeze. We build robust 13-week rolling cash flow models and prepare your financials for acquisition.