Way more Than Just bookkeeping.
Services as unique as you are
Our years of experience working with founders and consumer goods 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:
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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!
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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.
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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.
The Basics
Starting at $1,500/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.
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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
The Works
Ranging from $6,000 - $15,000/month depending on complexity
Ideal for companies with revenue (yay!) who need accounting for sales, COGS, and inventory in addition to expense management.
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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
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!
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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!