Services

Everything builds on one thing: books you can trust.

Everything we do starts with accurate bookkeeping, the foundation your whole business stands on. From there, we add exactly the support you need, when you need it. No bloated packages, no paying for services that don't fit where you are. Just the right help, built around your business and how it actually runs.

Bookkeeping

This is the foundation everything else builds on. Accurate, timely books that tell you the truth about your business every month, without the scramble. We handle the day-to-day so your numbers are always current, always reliable, and always ready to answer the questions you actually have.

What's included:

  • Monthly categorization of income and expenses in Xero or QuickBooks Online

  • Receipt management, so nothing gets lost

  • Bank and credit card reconciliations

  • Sales tax filing, handled for you

  • Month-end close by the 10th, with a Profit and Loss report and a plain-English walkthrough, a quick video or a live call, whichever works for you, so you actually understand what you're looking at

  • Year-end 1099 processing

Accurate books aren't the finish line. Clarity is. That's what this gives you.

Accounts Payable (Bill Pay Support)

Bills handled and paid on time, without you chasing due dates or wondering what's still outstanding. We keep your payables organized and on schedule, so nothing slips and your vendor relationships stay strong.

A business owner reviewing bills and payments on a laptop with a credit card, managing accounts payable for their product brand.

What's included:

  • Bill pay management through your preferred platform or method

  • Bill payment handled around your vendor priorities. During onboarding, we learn which bills are must-pay and which can flex, then we manage the timing for you

  • A custom Accounts Payable tracker for real-time visibility and proactive timing

  • Ongoing updates and visibility into what's outstanding

Best for brands with enough vendor bills that tracking due dates has quietly become its own part-time job.

Accounts Receivable (Invoice Support)

Getting paid on time shouldn't take a part-time job. We stay on top of your open invoices and follow up so your cash actually comes in when it should. Available in two levels, so you only pay for the support you need.

Lite: Proactive customer and vendor follow-up, plus a custom tracking spreadsheet to monitor your open invoices and spot trends. You create the invoices, we handle the chasing and the tracking.

Full: Everything in Lite, plus we create the actual invoices for you, inside whatever platform you already invoice from.

Lite is for brands who invoice themselves but want the follow-up off their plate. Full is for brands who want the whole invoicing process handled, start to finish.

Cash Flow Advisory

Cash flow stress usually isn't a revenue problem. It's a timing problem. We give you real visibility into what's coming in and going out, so you can plan your next inventory buy, your next hire, and your next move with confidence instead of a gut feeling.

A product brand founder planning and writing in a notebook at her desk, surrounded by inventory and shipping boxes, reviewing her cash flow.

What's included:

  • Weekly cash flow monitoring

  • A custom cash flow tracker built for your business

  • A personal email every Monday: your notable inflows and outflows, what's coming due, and what to watch that week

  • Ongoing strategic guidance on timing, growth, and seasonal swings

This is the difference between reacting to your cash flow and planning around it.

Quarterly Budgeting

You don't always need a full-time CFO. Sometimes you just need a clear budget and someone to help you check in against it. Quarterly Budgeting gives you a simple, forward-looking plan and a regular gut-check, so you're steering with intention instead of guessing.

What's included:

  • A simple, forward-looking budget built for your business

  • Quarterly budget-versus-actual reviews, so you can see where you're on track and where you're drifting

  • Quarterly check-ins to adjust the plan as your business changes

Best for brands who want real strategic guidance without the cost or overhead of a full fractional CFO engagement.

FAQ

  • No, we don't file taxes, and that's by choice. We specialize in management accounting, the year-round support that helps you understand your numbers and make smart, strategic decisions as you grow. Tax filing is its own specialty, so we let the tax experts do their thing while we do ours. Your CPA or EA files your return, and we're always happy to coordinate with them directly if they have questions about your books.

  • Both. We strongly recommend Xero, but plenty of our clients are on QuickBooks Online (QBO), and we're fluent in both.

  • No judgment; this is far more common than you'd think. We start with a diagnostic to see where things really stand, catch you up with a cleanup if needed, and then keep you current from there.

  • Yes, that's our specialty. Inventory, COGS, and selling direct plus wholesale are exactly the kind of complexity we're built for.

  • Flat monthly pricing, tiered to your revenue and the services you choose, so your monthly cost is predictable. If a project ever falls outside that scope, like a bookkeeping cleanup, we quote it and get your approval before we start. No bills you didn't see coming, and you'll know your number before you commit.

  • Yes. Sales tax filing is included in your bookkeeping.

  • Absolutely. Everything builds on bookkeeping, so most clients start there and add support as their business grows.

  • Scaling, inventory-based product brands doing roughly $500K to $10M, selling direct to consumers and often wholesale or retail too.

Not sure where to start?

That's exactly what the consultation is for. We'll look at where your business is, what support actually makes sense for you right now, and whether we're the right fit. No pitch, no pressure.

Book Your Consultation