For accountants and fractional CFOs

The firm rate

One credit covers a full report bundle for one export — the evidence CSV and both PDFs — so a client engagement costs one credit, not three. Your first report is free, before you buy anything, on your own client file.

What you actually get

• Net Sales reconciled to the client's own export, with every excluded order named and a residual that is zero or explained.
• An evidence trail you can hand to a client — the CSV shows the tie-out line by line, so the number survives being questioned in a review.
• Named gaps instead of estimates. No product cost file means no gross margin, and the report says so rather than filling it in.

The method is written up at how to make a Shopify number defensible. If it does not match how you already work, this is probably not for you.

Working across several clients

One login, and a saved workspace per client that you name and switch between.

Workspaces belong to the account that created them -- there are no team seats or shared logins yet, so each person at your firm works from their own account.

Founding Partner

A free listing on a directory of firms who do margin work this way, plus a badge for your site. It costs nothing and asks nothing — no minimum spend, no exclusivity, no commitment to recommend us.

Email us to join the founding cohort

Before you commit anything

Run one client's export through it first. The first report is free and needs no account, so you can judge the output on a file you already know the answer to — which is the test that actually tells you something.