On Point Controller
Bookkeeping & Controller Services for E-Commerce Brands
Bookkeeping & Controller Services for E-Commerce Brands
We support your growth by streamlining your financial system and giving you access to an expert E-Commerce Controller at a fraction of the cost of hiring full time.
Over the next 12 months…
…We'll add (or fix) 3 Keys of your Financial Infrastructure so you can receive on time and accurate financials, uncover hidden profit opportunities, and make your cash flow more predictable so you can scale your brand to the next level.
1) Streamlined Financial Infrastructure
Having a proven system to evaluate your results in real-time allows you to make well-informed decisions. Within 30 days, we'll streamline your accounting workflows and provide real-time financial insights to help you make decisions on the fly and accelerate your growth.
Then on to Step 2:
2) Uncover Hidden Profits
Business is much less stressful when you understand your numbers inside and out. We'll identify opportunities to increase revenue, cut costs, and free up cash flow.
Then on to Step 3:
3) Predictable Cash Flow
Cash is king, and being low on capital at the wrong time can be disastrous for your business. We'll work with you to develop cash flow forecasts that allow you to plan inventory purchases, cover monthly expenses, and pay taxes on time with no surprises.
Timeline
Phase 1:
Once you sign up - I’ll do an in depth financial audit to assess the current state of your business and uncover hidden profits.
From there we’ll set up a 1 on 1 call where we’ll get crystal clear on 3 things:
- Details on how you run your brand
- Your current accounting set-up
- The long term vision of the business you'd like to build
We want to set up a World Class Financial Infrastructure that will scale with your brand.
And we want you to have clarity and a clear action plan to scale your brand.
This is Week 1
Phase 2:
Once we have clarity on your path, I’ll be there every step of the way to support your growth.
You understand that you get your own accounting & finance dept all in one package.
- Full Charge Bookkeeping Services so you can focus on growing the business instead of crunching numbers. This includes
- Xero & A2X Subscription ($150+ Value)
- Weekly Bank Reconciliations
- Month-End Financial Statements
- 13 week cash flow forecasting so you can predict your finances and adapt accordingly.
- Full access to me - which includes monthly meetings and unlimited email access - just like having an in-house accountant without the hassle of hiring full time.
Phase 3:
At this point your accounting isin solid shape, you know where your business needs to improve, and we’re on regular cadence where you have a solid grasp of your financials.
As your business continues to grow and get more complex - I’ll be here to advise you on the accounting impact every step of the way.
Investment?
Here are the different service tiers:
Bookkeeping
Starting @ $650/mo
Get started with our essential financial services to streamline your accounting processes and receive your financial statements on a monthly basis.
- Monthly Reconciliations
- Xero & A2X ($150+ Value)
- Monthly Financials
- Loom Financial Review
Bookkeeping Plus
Starting @ $1000/mo
Take your financial management to the next level with our comprehensive bookkeeping plus services with personalized financial guidance.
- Weekly Reconciliations
- Xero & A2X ($150+ Value)
- Monthly Financials
- 13 Week Cash Flow
- Profitability per SKU
- Up to 1x Meeting / Month
Controller
Starting @ $2000/mo
Unlock the full potential of your business with our dedicated controller services, providing expert financial strategy and analysis.
- AR / AP Management
- Daily Reconciliations
- Daily P&L
- Xero & A2X ($150+ Value)
- Monthly Financials
- 13 Week Cash Flow
- Profitability per SKU
- Dynamic Forecast / Budget
- Up to 2x Meeting / Month
Take the Next Step
Ready to unlock your brand's full financial potential? Let's get started with a comprehensive financial audit and a personalized action plan to double your profits.