Services

Everything accounting, handled.

Every engagement starts with a free Audit call followed by a detailed clarity plan designed and tailored for your specific business.

01
For DTC brands

Single-channel Shopify brands (<$1M)

This 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 to give you your true Net Sales.

Monthly E-commerce Bookkeeping
Shopify payout Reconciliation
Sales Tax tracking & Reporting
COGS calculation & adjustment
Inventory Reconciliation
Monthly Financial Reporting
Semi-Annual Strategy Call

02
DTC + Retail Brands

Multi-channel brands ( 1M− 6M)

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 DTC
Multi-channel Reconciliation
Deductions management
Inventory forecast
Semi-Annual Strategy Call

03
Service Based Brands

Midwives, Travel Agencies,

You deliver results for your clients. We make sure your business finances reflect that. From monthly bookkeeping and reconciliation to clear financial reporting, we give you the numbers you need to stay profitable and keep growing

Monthly Bookkeeping
Bank & Credit Card Reconciliation
Monthly Sales Reconciliation
Monthly Financial Reporting
Semi-Annual Strategy Call

04
Fractional CFO

For DTC, DTC+ Retail, or Services-Based Brands

Scaling comes with a messy middle, thinning margins, complex cash flow, and decisions that can't wait. Our Fractional CFO services give you the forward-looking financial strategy, rolling cash flow models, and acquisition-ready reporting you need to grow with confidence