Eight services. One engagement.

Starter Blueprint

$199/month

Foundational bookkeeping for brand-new startups and solopreneurs still finding their footing. Your transactions categorized, your accounts reconciled, and a clean set of financials every month — without paying for payroll or tax services you don't need yet.

• Monthly bookkeeping and categorization
• Bank and credit card reconciliation
• Monthly P&L, balance sheet, and cash flow statement
• Email support with a one-business-day response

Momentum

$299/month

Full-service monthly books plus sales tax filing, for scaling teams who already run payroll elsewhere. The most common fit for founders past the solopreneur stage who need a steady monthly close they never have to think about.

• Everything in Starter Blueprint
• Sales tax calculation and filing
• Accounts receivable and payable tracking
• Monthly close by the twelfth, every month

Growth Engine

$399/month

Everything in Momentum, plus payroll oversight — one team handling books, sales tax filing, and payroll together so nothing falls between two vendors.

• Everything in Momentum
• Payroll processing oversight and reconciliation
• Contractor 1099 tracking and year-end filing prep
• Quarterly review call

E-Commerce & Retail Scale

$599/month

Built for multi-channel sellers: daily reconciliation across Shopify, Amazon, Stripe, and more, with COGS and marketplace fee accounting handled correctly so your margins are real numbers, not guesses.

• Everything in Growth Engine
• Multi-channel reconciliation — Shopify, Amazon, Stripe, Square
• COGS and marketplace fee accounting
• Inventory and returns tracking
• Channel-level margin reporting

QuickBooks Setup

$299, one-time

A turnkey chart of accounts, clean migration from your old system or spreadsheet, and integration launch — done once, done right, so your monthly package starts on solid ground.

• Chart of accounts tailored to your business model
• Migration from spreadsheets or a previous system
• Bank feed, payroll, and sales channel connections
• A one-hour walkthrough of your new setup

Historical Clean-Up

$199 per historical month

Forensic correction of months or years of neglected books — misclassified transactions, missed reconciliations, and unfiled periods sorted out before ongoing service begins. Most backlogs are cleared within two to four weeks.

• Transaction-by-transaction reclassification
• Full reconciliation of every historical period
• Documentation your CPA can rely on
• A clean baseline for your ongoing package

Forecasting & Budgeting

+$199/month, add-on

Rolling twelve-month forecasts and growth-driver tracking layered onto your existing package, so decisions are made against where the business is headed, not just where it has been.

• Rolling twelve-month revenue and expense forecast
• Budget vs. actual reporting each month
• Growth-driver and unit-economics tracking
• Scenario planning for hires and big purchases

Virtual CFO Advisory

+$399/month, add-on

Executive margin analysis, cash runway strategy, and a monthly strategic session with a finance leader who knows your books — for less than a junior finance hire's benefits alone.

• Monthly one-on-one strategy session with Alex
• Margin and pricing analysis
• Cash runway and burn-rate planning
• Board- and investor-ready reporting
• On-call guidance for major financial decisions