Fractional Agency CFO

$1,800 – TBD /month

For growing product-based and retail businesses earning $300K – $3M per year that need CFO-level financial guidance and advanced tax strategies.

Perfect for:

Retail businesses managing inventory, staffing, and tight margins
Shopify, Amazon, or brick-and-mortar brands scaling toward $1M+
Companies with seasonal or high-volume cash flow cycles
Tech companies or SaaS startups optimizing revenue and reinvestment

What You Get:

Gross margin analysis and pricing strategy support
Inventory and cash flow planning for sustainability
Full-service tax planning including estimated payments & entity structuring
Unlimited year-round tax consulting for confident financial decisions
Business and up to two owner tax returns included

Mini CFO

$1,500 – $3,900 /month

For retail or tech businesses earning $200K – $1M per year needing forward-thinking financial oversight.

Perfect for:

Retail brands or DTC shops navigating product costs and growth
Inventory-based businesses with fluctuating revenue
Tech companies preparing to scale or seeking better tax efficiency

What You Get:

Quarterly CFO calls to align strategy with performance
Inventory-adjusted cash flow forecasting
Custom quarterly tax estimates & planning
Mid-year financial review to pivot or double down

Concierge Bookkeeping

Starting at $797/month (includes tax services)

For retailers, ecommerce brands, or tech pros earning $100K+ who want clarity and compliance without the hassle.

Perfect for:

Shopify or Etsy sellers juggling multiple sales channels
Amazon FBA or DTC product businesses
Tech freelancers and consultants with project-based income
Retail stores or small eCommerce operations needing accurate books

What You Get:

Reliable, accurate bookkeeping with industry-specific reporting
Business and personal tax prep (1040 + S-Corp/Partnership)
Chart of accounts tailored to retail and ecommerce
Unlimited email support + 2 discounted strategy calls/year