SERVICES
Financial Support Built for Product-Based Businesses
Bookkeeping, accounting, reporting, and forward-looking financial support for businesses with inventory, margins, and real operational complexity.
Every package starts with bookkeeping built for product businesses - structured around inventory, COGS, landed cost, cash flow, and margin.
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 Support:
Accurate books, timely close, dependable reporting, and proactive communication every month.
04
Ongoing Guidance:
Depending on your package, we meet quarterly or monthly to review results, identify trends, and plan next steps.
MONTHLY PACKAGES
Choose the Level of Support That Fits Your Business
Monthly bookkeeping, accounting, and strategic financial support for established product-based businesses earning $750K+ annually.
The Foundation
Recommended for product-based businesses earning $75OK to $1.5M annually
/month
$800
Starting at:
BEST FOR
Businesses that need 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 tracking and proper categorization (materials, freight, production costs)
✓ 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 confidence in the numbers without overcomplicating things.
The Signature
Recommended for product-based businesses earning $1M to $5M annually
/month
$1800
Starting at:
BEST FOR
Growing businesses that need more than bookkeeping. You want visibility into margins, inventory, cash flow, and smarter decision-making.
EVERYTHING IN THE FOUNDATION, PLUS
✓ Inventory reconciliation and valuation
✓ Landed cost support and maintenance
✓ Coordination between QuickBooks and your sales / inventory systems
✓ Gross margin reporting by product line or channel
✓ Monthly cash flow forecast with revenue and expense planning
✓ Quarterly financial review meeting
✓ Custom reporting by product, customer, or channel
✓ Cash reserve monitoring
✓ Priority email support
Ideal for owners ready to run the business with better data, not guesswork.
The Legacy
Recommended for established businesses needing advanced support and deeper involvement
/month
$4500
Starting at:
BEST FOR
Established businesses with more complexity or growth needs that want deeper support, advanced reporting, and CFO-level financial guidance.
EVERYTHING IN THE SIGNATURE, PLUS
✓ Weekly cash flow planning and visibility
✓ Advanced profitability analysis by product, customer, or channel
✓ Scenario modeling for hiring, expansion, inventory buys, or pricing changes
✓ Monthly strategic review meeting
✓ Custom KPI dashboard tailored to your business
✓ Priority access for ongoing questions and decisions
✓ Collaboration with your tax professional or leadership team
✓ Custom reporting as needs evolve
YOU'LL HAVE SUPPORT FOR QUESTIONS LIKE
✓ Can we afford the next hire?
✓ Which products are truly most profitable?
✓ How much inventory can we buy safely?
✓ What happens if sales slow next quarter?
✓ Which channel deserves more investment?
✓ Are margins improving or slipping?
MOST POPULAR
ONE-TIME SERVICES
Need Help Before Ongoing Support?
Bookkeeping Health Check-Up
$497
Pricing:
BEST FOR
A focused snapshot of where your books stand, designed to give you clarity, confidence, and a clear path forward.
INCLUDES
✓ 60-minute Zoom review of your QuickBooks Online file
✓ Product-business lens review of COGS, freight, and inventory setup
✓ Sales tax liability exposure check
✓ Custom scorecard showing strengths and problem areas
✓ Practical recommendations you can implement right away
If a larger cleanup project is needed, your $497 fee is credited toward a future Books Rescue project.
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.