Pricing details

Choose the support level that fits the work.

Start with Base for monthly reconciliation, reporting, and close support. Move to Pro when inventory, COGS, margin, and CFO-style reporting need monthly attention. Add Systems when the business needs custom tools, dashboards, workflows, or API integrations. Compliance and back-office work — sales-tax filings, Accounts Payable, and 1099 filing — stays separate as add-ons.

1. Base

$500/mo

Clean monthly books, payout reconciliation, reporting, and a clear owner packet.

Payout reconciliation and deposit tie-out
Monthly close support
Basic reporting packet
Cleanup follow-through for open issues
Inventory, AP, compliance filings, and custom systems are add-ons

Subscribe to Base

2. Pro

$1,000/mo

Base plus inventory, COGS, margin review, and CFO-style reporting for brands that need monthly financial insight.

Everything in Base
SKU costs, purchase orders, and landed cost support
Missing-cost queues and inventory pressure review
COGS, margin visibility, and CFO-style reporting
Monthly financial review calls

Subscribe to Pro

3. Systems

$1,500/mo

Pro plus custom tools, dashboards, workflows, API integrations, and internal reporting systems.

Everything in Pro
API integrations and custom importers
Dashboards, exception queues, and approval workflows
Internal reporting systems when templates are not enough
Ongoing system support and workflow refinement

Subscribe to Systems

Detail sheet

What changes by package.

CapabilityBaseProSystems

Monthly reconciliation + close supportIncludedIncludedIncluded

Reporting, cleanup support, owner packetIncludedIncludedIncluded

Inventory management + COGS visibilitySeparateIncludedIncluded

CFO-style reporting + margin reviewSeparateIncludedIncluded

Monthly financial review callsAs neededIncludedIncluded

Custom tools + API integrationsSeparateSeparateIncluded

Add-ons

Compliance + back-office add-ons.

These services are intentionally separate from the monthly package so clients only pay for the extra compliance or operations work they actually need.

Compliance add-on

Sales-tax filing

$80–$200/state filing

Optional filing support where a sales-tax return is required. No standard filing is offered in no-sales-tax states.

View state pricing →

Back-office add-on

Accounts Payable

Scoped monthly

Vendor bill tracking, invoice intake, due-date calendar, coding support, approval queue, and payment status review.

Scope AP support →

Annual add-on

1099 filing

Scoped annually

Year-end vendor review, 1099 prep, filing support, and exception list for missing W-9s or incomplete vendor records.

Scope 1099 support →

Stripe checkout

Subscribe first. Add-ons after purchase.

Base, Pro, and Systems use Stripe-hosted subscription checkout. After payment, Stripe sends the client to the add-on/onboarding page to flag sales-tax filing, Accounts Payable, or 1099 support for scoped follow-up.

Base$500/moStripe-hosted monthly subscription Pro$1,000/moStripe-hosted monthly subscription Systems$1,500/moStripe-hosted monthly subscription

Add-ons are intentionally requested after checkout and confirmed before any extra billing is added.