Pricing
Flat monthly retainers. No hourly billing.
Pick the plan that matches how your books need to work. Every plan includes a dedicated accountant, payout-level reconciliation and monthly financials.
For brands that need clean, current books and a P&L they can trust, without inventory on the balance sheet.
- Monthly cash-basis bookkeeping
- Bank, credit card and payout reconciliation
- Profit and loss and balance sheet by the 15th, often sooner
- Dedicated accountant, Slack channel and a monthly review call
- Year-end package for your CPA, tied to the filed return
Once inventory, subscriptions or pre-orders are material, accrual is the only way the P&L tells the truth, and it is what lenders and investors expect.
- Everything in Cash Basis
- Accrual close with deferred revenue and accrued expenses
- Inventory and COGS by channel
- Sales tax reconciliation across channels
- ERP and inventory-system support (NetSuite, Cin7, Katana, Finale and more)
A controller runs your close, payables, payroll and cash, and a fractional CFO owns the forecast, the lender package and the board deck.
- Everything in Accrual
- Full-suite controllership
- Multi-entity and multi-currency consolidation
- Accounts payable and receivable management
- Custom dashboards, KPIs and forecasting
Compare plans
| Starting priceSingle entity, one or two channels. | $595/mo | $995/mo | $5,995/mo |
| Published rangeWhere most quotes land once volume, channels, entities and inventory are counted. | $595–$3,995 | $995–$8,995 | $4,995–$14,995 |
| Contract | Month to month | Month to month | Month to month |
| Hourly billing | None | None | None |
| QuoteWritten down after a free 30-minute health check. |
| Accounting basis | Cash | Accrual | Accrual |
| Bank, card and payout reconciliationEvery feed matched to the ledger. | |||
| Deferred revenue and accrued expensesPre-orders, subscriptions and bills in the period they belong to. | – | ||
| Multi-entity and multi-currency consolidation | – | – | |
| Accounts payable and receivable managementBills scheduled and paid, wholesale invoices chased. | – | – |
| Payout-level reconciliationShopify, Amazon, Stripe and PayPal payouts tied to orders, fees, refunds and tax. | |||
| Inventory and COGS by channelLanded cost, 3PL and FBA movements, COGS on fulfillment. | – | ||
| Sales tax reconciliationCollected vs remitted, by state and marketplace. | – | ||
| Margin by channelClasses or tracking categories per channel. | – | ||
| ChannelsShopify, Shopify Plus, Amazon, WooCommerce, BigCommerce, Etsy, TikTok Shop, Walmart. |
| Financials deliveredProfit and loss, balance sheet and cash view. | By the 15th | By the 15th | By the 15th |
| Monthly review call | |||
| Quarterly deep diveMargins, inventory turns, ad efficiency, sales tax exposure. | |||
| Custom dashboards and KPIs | – | – | |
| Budgeting and forecasting | – | – | |
| Cash flow management | – | – |
| Dedicated accountantOne named accountant who knows your business. | |||
| Reviewer on every closeA second accountant checks before financials go out. | |||
| Shared Slack channelSame-day answers on one-off questions. | |||
| Account worked every dayNot a monthly batch. | |||
| Controller and fractional CFO on the accountA controller owns the close; a fractional CFO owns forecast, lenders and board. | – | – |
| Your own QuickBooks Online or XeroYour file, your login. Leave any time without a migration. | |||
| Bookkeep connectorConfigured, mapped and maintained by us. | |||
| ERP and inventory systemsNetSuite, Cin7, Katana, Finale, Doss, Inventory Planner, Brightpearl. | – | ||
| Payroll, spend and bankingGusto, Rippling, Deel, Ramp, Bill.com, Mercury. |
| Close calendar and checklist owned by a controllerDay-to-day financial operations overseen; reconciliations, trial balances and journal entries reviewed before anything goes out. | – | – | |
| Accounts payable run end to endInvoice receipt to payment on a defined schedule, AP aging, vendor approval workflows and payment controls. | – | – | |
| Payroll and payments executedPayroll run in Gusto; payments run and approved in Bill.com under controls you sign off. | – | – | |
| Weekly cash burn sheetCash, bank and liquidity monitored; proposed vendor payments for your approval every week. | – | – | |
| Purchase orders and 3-way matchPO deposits, in-transit inventory, duties, tariffs and freight tracked; PO to receipt to invoice. | – | – | |
| Reserves and liabilitiesReturns and exchange reserves, gift card liabilities and breakage, deferred revenue on fulfillment. | – | – | |
| Monthly management reporting packageVariance and trend analysis against budget and prior periods. | – | – | |
| Budgeting, forecasting and cash flow projections | – | – | |
| Board and investor reporting | Add-on | Add-on | |
| Lender covenant and compliance reportingQuarterly net-asset and covenant packages for your line of credit. | – | – | |
| Cap table continuitySAFEs, options and common stock tied out to Carta at year end. | – | – | |
| Internal controls and policiesApproval workflows designed, documented and enforced. | – | – | |
| 1099s prepared and filedW-9 collection and contractor tracking. | Add-on | Add-on |
| Year-end package for your CPA1099 data and fixed asset schedules, then the books tied to the filed return. | |||
| Income tax filingWe work hand in hand with your CPA; we do not file. | Via your CPA | Via your CPA | Via your CPA |
| Historical clean-upFixed, deeply discounted project, usually 6 to 12 weeks. | $995–$24,995 | $995–$24,995 | $995–$24,995 |
| Diligence and lender support | Add-on | Add-on | Add-on |
Trusted by 100+ of your favorite DTC & CPG brands
It felt like I was getting the support of an entire team, even though I was paying what I would have paid to work with a single bookkeeper. Saman's team stayed on top of things and consistently followed up on anything still needed to fully complete the work.
"Affordability, responsiveness, and kindness. They have been very responsive and kind. It's been great working with them."
"Ottit is incredible. The quoting process is fast and friendly, Saman and Paul (founders) are extremely attentive and really take into consideration your specific needs."
QuickBooks Online
Xero
Bill.com
StripeQuickBooks OnlineXeroBill.comStripeFrequently asked questions
What moves the price within a plan?
Monthly transaction and order volume, the number of sales channels and payment processors, the number of entities and currencies, and inventory complexity.
Is there a contract?
No. Every plan is month to month.
Is catch-up work included?
No. Catch-up and clean-up of prior months is a separate fixed project quote at a deep discount, then the monthly plan begins.
Do you file taxes?
No. We deliver a year-end package to your CPA, work hand in hand with them through filing, and then tie the books to the filed return so the two never drift.
What happens in the free health check?
A 30-minute review of your books and channels, followed by a written summary of what is wrong, what it would take to fix, and a quote.
Do you have a controllership plan?
Yes. Controllership & Fractional CFO starts at $5,995 a month; on Sam's List it appears as Full Suite Controllership at $4,995 to $14,995 a month depending on scope.
Get the number in writing.
Thirty minutes on your books and channels, then a written scope and a quote. No obligation.
