Clean books, Shopify/Amazon sales clearing, timely monthly reporting, and operational clarity—backed by modern cloud integrations and transparent flat-rate pricing.
No hidden hourly fees. Scalable support tailored for B2B service agencies, SaaS, and E-Commerce sellers.
Essential monthly compliance & bookkeeping for early-stage B2B service startups, boutique agencies, and single-channel sellers.
For established firms and expanding E-Commerce stores needing sales clearing, payment gateway mapping, and active insights.
Comprehensive financial management for multi-channel e-commerce brands and rapidly expanding B2B teams.
Enhance your monthly bookkeeping with e-commerce payment clearing, bill pay, invoicing, and custom reporting.
Automated revenue reconciliation, fee splitting, and clearing account matching for Shopify Payments, Amazon Pay, Stripe, and PayPal.
Vendor bill logging, payment scheduling via Melio/Bill.com, W-9 collection, and weekly payment runs. (Up to 15 bills/mo)
Client invoice creation, payment gateway link setup, automated collection reminders, and payment matching. (Up to 15 invoices/mo)
Journal entry mapping, wage/tax splitting, and clearing account reconciliation for Gusto, ADP, or QuickBooks Payroll. (Up to 10 employees)
Custom visual dashboard tracking real-time KPIs, gross margin, cash burn, and trailing 12-month e-commerce performance trends.
Full diagnostic audit, unrecorded transaction entry, bank feed clearing, and prior month statement reconciliations.
Select a base service plan and customize with modular add-ons to preview your estimate instantly.
*Final retainer confirmed following diagnostic review of transaction activity and account count.
We operate under standardized accounting workflows so your books remain audit-ready, balanced, and prepared for tax season every single month.
Every bank feed, credit line, merchant account, and payout gateway (Shopify/Stripe/Amazon) is reconciled line-by-line against official statements.
Clean balance sheet support schedules delivered directly to your tax CPA at year-end with zero missing records or mystery entries.
Strict read-only accountant connections through official bank portals. We never request passwords or hold authorization to move funds.
We review your current accounting setup, transaction volume, and active e-commerce or invoicing workflows to confirm your tier match.
You grant secure accountant-level access to QuickBooks Online/Xero, bank feeds, and merchant portals (Shopify/Stripe).
We standardize your Chart of Accounts, clear backlogs, set up clearing accounts, and configure automated bank rules.
Receive timely reconciled financial reports, executive summaries, and CPA-ready workpapers every month.
Everything you need to know about our flat-rate retainer plans, e-commerce integrations, and onboarding.
