FAQ
The questions we hear most
Straight answers on how we work, what it costs, and how we help CPG and founder-led businesses get their numbers right.
We're your outsourced accounting and finance team: bookkeeping and month-end close, clean financial reporting, budgeting and forecasting, and fractional CFO and outsourced controller support. The point isn't just tidy books — it's numbers that help you make better decisions about cash flow, pricing, and growth.
Yes. CPG is one of our core industries. We handle the things that trip up consumer brands: COGS and gross margin by SKU, landed cost, inventory accounting, retailer and distributor deductions, and the investor-ready financials that buyers and VCs expect to see.
CPG lives and dies on unit economics. Your true COGS, landed cost, and gross margin per product drive every decision — and inventory plus retailer chargebacks make the books messier than a typical service business. We set up a chart of accounts and reporting that show real margin, not just top-line revenue.
A bookkeeper records what happened. A controller makes sure it's accurate and on time. A fractional CFO helps you decide what to do next — forecasting, cash flow, pricing, and fundraising. Most founders need clean books first, then more strategic support as decisions get bigger. We provide all three and scale the mix as you grow.
Yes — catch-up and cleanup work is one of the most common ways founders start with us. We'll get your books current and trustworthy, then keep them that way. If you're on QuickBooks, our QuickBooks Health Check is a fast way to see exactly what needs fixing.
Yes — it's where most of our clients live. We also offer a QuickBooks Health Check: a focused review that grades your file from A to F and hands you a short, prioritized list of what to fix, usually within about a week.
It depends on scope — bookkeeping, controller, and fractional CFO support are priced to your size and needs. We keep pricing transparent and predictable, with no surprise invoices. The fastest way to a real number is a quick consultation.
Founder-led and owner-operated businesses — especially CPG and consumer brands, construction and the trades, e-commerce, professional services, and growth-stage companies that have outgrown DIY accounting.
Book a free consultation. We'll learn about your business, look at where your financials stand today, and lay out practical next steps. No pressure, no obligation.
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