Services & pricing
One main offer. Four upsells. No retainer pressure unless you want it.
Main offer
Monthly Bookkeeping (Etsy + Shopify-specific)
$147 / month
Monthly P&L + balance sheet + categorized transactions. Onboarding includes 6-month catchup ($297 one-time).
- 30-day turnaround
- 0 revision rounds included
- Async only — Loom + portal comments
- Replies inside 24h, Mon–Fri
Upsells
6-Month Catchup
$297
Catch up the last 6 months of books in 14 days. Required if you haven't done bookkeeping this year.
Annual Tax-Prep Package
$497
Year-end close + tax-ready package + accountant handoff. Includes 1099s, sales tax summaries, COGS reconciliation.
Inventory + COGS Setup
$397
One-time setup of per-SKU inventory tracking + COGS calc. For sellers with >50 SKUs and physical inventory.
QuickBooks Online Migration
$497
Migration from your spreadsheets/desktop QB to QBO with proper e-com chart of accounts.
Asset Pack — $19
E-com Seller's Bookkeeping Kit
- P&L template — Etsy & Shopify-specific categories
- COGS tracker spreadsheet (per-SKU costing)
- Sales tax tracker — by state, by platform
- Monthly close checklist (12 items)
- Tax-prep handoff template — what your accountant needs