Way more Than Just bookkeeping.

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Services as unique as you are

Our years of experience working with founders at consumer goods and tech companies have taught us one valuable lesson - there is no one-size-fits-all when it comes to the books. That’s why all our clients benefit from a dedicated, experienced Controller who can quickly learn what makes your business special and align your financials to your business goals today and in the future. In addition, all of our packages include the following baseline service:

  • Your Controller and accounting team will meet with you to understand your business and tailor set-up to your needs. When required, we can also help implement a simple tech stack. We document processes along the way, so future transitions are seamless!

  • Unlike many outsourced accounting firms who you hear from just once a month, we check in weekly to provide a snapshot of your cash flow and vendor payables coming due. Keep your partners happy with on time payments, and don’t let your cash flow keep you up at night.

  • Month end close is more than just reconciling the banks. We do the accounting entries that keep your books GAAP compliant and your auditors happy. And for you, we provide an easy-to-read financial report with the insights you need to help run your business.

Expert services without the expert price tag

Between a Controller, Accounting Manager, and Accounting staff, you’re running at least $30k/month (and let’s be honest, it’s probably more). We provide the value of a full-stack team at a fraction of the cost, and without the hassle of hiring in-house.

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The Basics

Get going for less than $1,000/month

Ideal for pre-revenue companies who need to care about their cash flow and manage their expenses, and want expert advice to set things up right.

    • Vendor bills and accounts payable processing

    • Expense reports and credit card processing

    • Bank reconciliations

    • Weekly cash flow reporting

    • Monthly close and financial reporting

    • Strategic 1:1 performance review with your dedicated CPG expert Controller

Let's Get Started
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The Works

Prices grow as your revenue and complexity grows

Ideal for companies with revenue (yay!) who need accounting for sales, COGS, and inventory in addition to expense management.

    • Everything in The Basics, plus…

    • Accounts receivable management

    • Revenue and COGS accounting

    • Sales tax reconciliation

    • Budget vs. Actual reporting

    • Additional time with your expert Controller for strategic support as you scale

Let's Get Started
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The Extras

Priced per add-on service

Ideal for companies that need a little something extra, like building a forecast for fundraising or implementing systems. Do you need something not listed here? Reach out so we can customize a package to fit your needs. Go ahead, treat yourself!

    • Quickbooks Online implementation

    • Expense management software implementation

    • Sales tax compliance (we don’t register for or file sales tax, but we know great tools and partners that do!)

    • 1099 annual filing

    • Cost accounting (i.e. how to calculate COGS)

    • Audit support

    • Budget building and forecasts for fundraising

    • You name it!

Let's Talk