SERVICES
Bookkeeping and Cash Planning
Built for Product-Based Businesses
Start with books you can trust. Add inventory accounting, product margins, and a cash forecast as you grow.
Every package starts with monthly bookkeeping built for businesses that make or sell physical products. From Signature up, you see what each product costs and which ones make money.
Not a generic small business template.
HOW IT WORKS
The Client Experience
01
Discovery Call:
We’ll talk about your business, your products, and where the numbers feel unclear.
02
Onboarding & Cleanup:
Your books are reviewed through a product-business lens: inventory setup, COGS structure, reconciliations, and reporting accuracy.
03
Monthly Bookkeeping:
Accurate books, timely close, dependable reporting, and proactive communication every month.
04
Ongoing Guidance:
Signature and Control Room include regular meetings to review results, spot trends, and plan next steps.
MONTHLY PACKAGES
Choose the Level of Support That Fits Your Business
Monthly bookkeeping, accounting, and financial support for established product-based businesses. Foundation is priced for your setup, so you pay for the work your business needs.
Earlier-stage?
I also work with a limited number of earlier-stage product businesses that are just getting started and need a stronger accounting foundation for inventory, growth, or outside funding. Pricing is lower and based on your situation. Let’s talk about where you are.
RECOMMENDED
The Foundation
Monthly bookkeeping for product-based businesses that need books they can trust, typically $300K and up in annual sales
$500
Starting at:
/month
BEST FOR
“I trust my totals: what I sold, what I spent, and what I kept.”
Clean, reliable books from someone who understands inventory, COGS and product operations.
INCLUDES
✓ Works with your existing sales platform (Shopify, Amazon, WooCommerce, and others)
✓ Monthly categorization and reconciliation in QuickBooks Online
✓ COGS and what you spend on products
✓ Sales tax liability tracking and reserve monitoring
✓ Monthly Profit & Loss and Balance Sheet
✓ Year-end package for your tax professional
✓ Email support
Ideal for owners who want books they can trust. Starts at $500 for a simple setup, with one or two sales channels and sales tax in your home state. Several channels or imports start at $800. Larger setups are quoted after a short call. Product-level cost starts at Signature.
The Signature
Bookkeeping, inventory, and cash forecasting for product-based businesses that want to see what each product costs and where cash is headed, typically $750K and up in annual sales.
$1,500
Starting at:
/month
BEST FOR
“I know what each product costs and which ones make money.”
Businesses that want to know which products make money and where cash is headed. Foundation shows your totals. Signature shows your products.
EVERYTHING IN THE FOUNDATION, PLUS
✓ Inventory reconciliation and valuation, so your inventory number matches your books every month
✓ Landed cost, so each product’s cost includes freight and duties
✓ Coordination between QuickBooks and your sales and inventory systems
✓ Gross margin reporting by product line, customer, or channel, at the deepest level your data supports
✓ Monthly 13-week cash forecast with revenue and expense planning, including cash reserve monitoring
✓ One 45-minute financial review meeting each month
✓ Custom reporting by product, customer, or channel
✓ Priority email support
Ideal for owners ready to run the business with better data, not guesswork. Starts at $1,500, depending on your volume and complexity
The Control Room
Recommended for founders who make big decisions most months. By application, limited to 2 to 3 clients at a time.
$4,500
Starting at:
/month
BEST FOR
Founders who make big decisions most months and want someone beside them the whole way. You drive. I ride next to you. You make every call.
EVERYTHING IN THE SIGNATURE, PLUS
✓ Your 13-week cash view, updated weekly
✓ Deeper profitability analysis by product, customer, or channel, at the deepest level your data supports
✓ Numbers run before you commit to a hire, an expansion, an inventory buy, or a pricing change
✓ Two 45-minute working sessions each month
✓ A KPI scorecard tailored to your business
✓ Priority access for ongoing questions and decisions
✓ We work with your tax professional or leadership team all year
✓ Problems flagged before you ask
YOU'LL HAVE SUPPORT FOR QUESTIONS LIKE
✓ Can we afford the next hire?
✓ Which products make the most money?
✓ How much inventory can we buy safely?
✓ What happens if sales slow next quarter?
✓ Which channel deserves more investment?
✓ Are margins improving or slipping?
✓ Should I take this loan?
✓ What will this bonus plan cost us?
ONE-TIME SERVICES
Need Help Before Ongoing Support?
Inventory & COGS Check-Up
$497
Pricing:
BEST FOR
Product-based businesses that aren't sure whether their inventory, COGS, and gross margins can be trusted.
INCLUDES
✓ 60-minute Zoom review of your QuickBooks Online file
✓ Review of inventory setup, COGS structure, and product-related costs
✓ Review of freight, shipping, and landed cost treatment
✓ Review of inventory workflows between QuickBooks, Shopify, Amazon, or your 3PL
✓ Identification of inventory and bookkeeping issues affecting financial reporting
✓ Custom report showing strengths, risks, and recommended next steps
If you sign up for a monthly plan or a larger cleanup project, your $497 fee is credited.
Books Rescue
$2,500
Starting at:
Custom quoted based on scope
BEST FOR
Books that are behind, disorganized, or built on a foundation that no longer fits your business.
INCLUDES
✓ Full review of your current QuickBooks Online file
✓ Correction of COGS, freight, and inventory setup
✓ Historical cleanup of miscategorized transactions
✓ Reconciliation of outstanding accounts
✓ Rebuilt chart of accounts for a product business
✓ Clean books ready for ongoing monthly support
Every project is custom scoped based on complexity and how far cleanup goes back.