Is there a minimum term?

Yes. Monthly service has a 6-month minimum, which gives us time to set up and show you reliable numbers. After that it's month to month: give 30 days' notice and you can leave anytime with a full handoff and no exit fees. Trailhead is the exception: it's a starter plan for up to 12 months. By then, or sooner if you pass $500K in revenue or add a second sales channel, you move up to Base Camp or we wrap up with a full handoff.

Are there setup fees?

Yes, a one-time setup fee that covers connecting your channels, building your chart of accounts and inventory tracking, and configuring your Overlook dashboard. It starts at $750 for Trailhead, $2,000 for Base Camp, $3,500 for Ascent, $6,500 for Summit. Books cleanup, if needed, is quoted separately.

How long does setup take?

Typically 1–2 weeks for Trailhead, 2–3 weeks for Base Camp, 3–4 weeks for Ascent, 4–6 weeks for Summit, once we have access to your accounts. Your first full monthly close follows right after.

Can I prepay annually?

Yes. Pay for 11 months up front and get 12 months of service.

I already have a bookkeeper. How does switching work?

We handle the transition: we collect access, review your books, and take over from the next month-end close. Your current bookkeeper doesn't have to do anything beyond handing over access and documents.

My books are a mess. Can you still help?

Yes. If your books are behind or unreliable, we start with a one-time books cleanup project, quoted separately, so monthly service begins from a clean, trustworthy baseline.

What's the difference between cash and accrual?

Cash basis records money when it moves in or out of your bank. Accrual records revenue when you earn it and costs when you incur them, even if cash moves later. Accrual gives a truer picture of margin for brands with inventory, wholesale terms or bills paid later, which is why Ascent and Summit use it.

Tax preparation, legal advice and HR aren't included at any tier. Payroll is available as an add-on through Gusto.

Can I change plans later?

Yes. As your brand grows, you can climb to the next stage. We'll re-quote your fixed monthly price for the new tier.

Plans & pricing

Four stages. One fixed price.

Every client gets one fixed monthly price after the discovery call. Work outside your plan is quoted first and billed hourly only with your written approval. A full finance team (bookkeeper, controller and CFO) for less than the cost of one full-time hire.

Not sure where you fit? Take the Tier Finder

Stage 01
Up to 12 months
Trailhead
The starting point
Starting at$750/mo
Best for
- E-commerce brands under $500K revenue
- New Shopify or Amazon sellers
- A single sales channel
- Bookkeeping
- Bank and credit card reconciliation
- Monthly P&L and balance sheet
- Chart of accounts setup
- 3 core KPIs: revenue, gross margin, total expenses
- QuickBooks Online management
- Inventory tracking at average cost
- Quarterly 30-minute check-in
- 48-hour email response
Cash basis, with inventory and COGS tracked at average cost
Book a call
Stage 02
Base Camp
Clean books. Ready to scale.
Starting at$2,000/mo
Best for
- $500K–$3M brands
- 1–2 sales channels
- Inventory-holding brands that need clean COGS
Everything in Trailhead, plus
- P&L, balance sheet and cash flow statement
- 5–8 metric KPI dashboard: gross margin, revenue, burn, CAC payback, inventory turnover
- 4-week rolling cash snapshot
- Reconciliation of up to 2 sales channels
- Monthly 30–45 minute review call
- 48-hour email response
Cash basis, with inventory and COGS tracked at average cost. Accrual available as an add-on.
Book a call
RecommendedBest for multi‑channel brands
Stage 03
Ascent
Inventory, multi-channel, cash flow under command.
Starting at$3,500/mo
Best for
- $1M–$10M multi-channel brands
- Shopify + Amazon + wholesale
- Real inventory complexity
Everything in Base Camp, plus
- Inventory and COGS on average cost or FIFO
- Landed cost setup and tracking
- A2X / Synder integration for up to 4 channels
- Rolling 13-week cash flow forecast
- Gross margin by channel
- 10–15 metric KPI dashboard: inventory turns, ROAS, LTV, contribution margin
- AP/AR aging support
- Sales tax nexus monitoring
- Two 45–60 minute controller-level calls per month
- Email + Slack with 24-hour response
Full accrual
Book a call
Stage 04
Limited availability
Summit
Your dedicated CFO.
Starting at$6,500/mo
Best for
- $3M–$25M brands
- Multi-entity operators
- Founders raising capital or seeking credit lines
Everything in Ascent, plus
- A dedicated named partner as fractional CFO, with a named backup partner
- Annual operating budget
- Scenario modeling (3+ scenarios)
- P&L by SKU, product line and channel
- Weekly cash management
- 3PL warehouse reconciliation (ShipBob, ShipMonk, etc.)
- Multi-entity consolidation (up to 3)
- Lender and vendor negotiation prep
- Credit line and funding readiness
- AI commentary in the dashboard
- Weekly CFO call
- Same-business-day async response
- 90-minute quarterly business review
Full accrual
Apply for Summit

Not sure where you fit?

Answer a few quick questions and we'll point you to the right plan.

Take the Tier Finder

Never included at any tier: tax preparation, legal advice or HR.

Pricing

What sets your price

Your fixed monthly price depends on how complex your business is, not on how many hours we log.

One fixed monthly price.Every client gets one fixed monthly price after the discovery call. Work outside your plan is quoted first and billed hourly only with your written approval.

Sales channels
Each channel (Shopify, Amazon, wholesale…) adds payouts to split and reconcile.
Monthly transactions
Order volume and the number of bank and card transactions we categorize.
SKU count
More SKUs means more inventory, landed cost and margin detail to track.
Number of entities
Each legal entity has its own books; Summit consolidates up to three.

Add-ons

PayrollAvailable as an add-on, coordinated through Gusto.
Accrual basis (Base Camp)Upgrade Base Camp from cash to accrual reporting.
Books cleanupA one-time project to bring messy or behind books up to date before monthly service begins.

Compare

Every feature, side by side.

Feature comparison across Trailhead, Base Camp, Ascent and Summit
Feature	TrailheadStarting at $750/mo	Base CampStarting at $2,000/mo	RecommendedAscentStarting at $3,500/mo	SummitStarting at $6,500/mo
Books & accounting
Accounting basis	Cash	Cash (accrual add-on)	Full accrual	Full accrual
Bookkeeping & reconciliation	Included	Included	Included	Included
QuickBooks Online management	Included	Included	Included	Included
Inventory & COGS method	Average cost	Average cost	Average cost or FIFO	Average cost or FIFO
Landed cost tracking	Not included	Not included	Included	Included
Sales channels reconciled	1	Up to 2	Up to 4 (A2X / Synder)	Up to 4 (A2X / Synder)
AP/AR aging support	Not included	Not included	Included	Included
Sales tax nexus monitoring	Not included	Not included	Included	Included
3PL warehouse reconciliation	Not included	Not included	Not included	Included
Multi-entity consolidation	Not included	Not included	Not included	Up to 3 entities
Reporting & dashboard
P&L and balance sheet	Included	Included	Included	Included
Cash flow statement	Not included	Included	Included	Included
Dashboard KPIs	3 core	5–8	10–15	10–15 + AI commentary
Cash view	Not included	4-week snapshot	13-week forecast	Weekly cash management
Gross margin by channel	Not included	Not included	Included	Included
P&L by SKU, product line & channel	Not included	Not included	Not included	Included
Strategy
Annual operating budget	Not included	Not included	Not included	Included
Scenario modeling	Not included	Not included	Not included	3+ scenarios
Lender & vendor negotiation prep	Not included	Not included	Not included	Included
Credit line & funding readiness	Not included	Not included	Not included	Included
Dedicated named partner CFO	Not included	Not included	Not included	Plus named backup
Access & cadence
Meetings	Quarterly 30 min	Monthly 30–45 min	Two 45–60 min / month	Weekly CFO call + 90-min QBR
Channels	Email	Email	Email + Slack	Email + Slack
Response time	48 hours	48 hours	24 hours	Same business day

Our guarantees

Promises we put in writing.

Price lock
One fixed monthly fee for your term. Work outside your plan is billed hourly, and only after you approve it in writing. No surprise invoices.
Response times
48 hours on Trailhead and Base Camp, 24 hours on Ascent, the same business day on Summit.
Books closed by the 20th
Every month, when we have access and documents by the 5th. Your reports arrive with the close.
Your data, always
You own your books and reports. Leave anytime after your term with a full handoff and no exit fees.

FAQ

Pricing questions, answered.

Is there a minimum term?
Yes. Monthly service has a 6-month minimum, which gives us time to set up and show you reliable numbers. After that it's month to month: give 30 days' notice and you can leave anytime with a full handoff and no exit fees. Trailhead is the exception: it's a starter plan for up to 12 months. By then, or sooner if you pass $500K in revenue or add a second sales channel, you move up to Base Camp or we wrap up with a full handoff.
Are there setup fees?
Yes, a one-time setup fee that covers connecting your channels, building your chart of accounts and inventory tracking, and configuring your Overlook dashboard. It starts at $750 for Trailhead, $2,000 for Base Camp, $3,500 for Ascent, $6,500 for Summit. Books cleanup, if needed, is quoted separately.
How long does setup take?
Typically 1–2 weeks for Trailhead, 2–3 weeks for Base Camp, 3–4 weeks for Ascent, 4–6 weeks for Summit, once we have access to your accounts. Your first full monthly close follows right after.
Can I prepay annually?
Yes. Pay for 11 months up front and get 12 months of service.
I already have a bookkeeper. How does switching work?
We handle the transition: we collect access, review your books, and take over from the next month-end close. Your current bookkeeper doesn't have to do anything beyond handing over access and documents.
My books are a mess. Can you still help?
Yes. If your books are behind or unreliable, we start with a one-time books cleanup project, quoted separately, so monthly service begins from a clean, trustworthy baseline.
What's the difference between cash and accrual?
Cash basis records money when it moves in or out of your bank. Accrual records revenue when you earn it and costs when you incur them, even if cash moves later. Accrual gives a truer picture of margin for brands with inventory, wholesale terms or bills paid later, which is why Ascent and Summit use it.
What's not included?
Tax preparation, legal advice and HR aren't included at any tier. Payroll is available as an add-on through Gusto.
Can I change plans later?
Yes. As your brand grows, you can climb to the next stage. We'll re-quote your fixed monthly price for the new tier.

See your business from the summit.

A 30-minute discovery call. We'll look at your channels, your inventory and your books, then quote one fixed monthly price.

Book a discovery call Find your tier

Four stages. One fixed price.

The four plans

Trailhead

Base Camp

Ascent

Summit

What sets your price

Sales channels

Monthly transactions

SKU count

Number of entities

Add-ons

Every feature, side by side.

Promises we put in writing.

Price lock

Response times

Books closed by the 20th

Your data, always

Pricing questions, answered.

See your business from the summit.