Book a Consultation

We invest in the long-term magic of your growth from day one. That means we do not charge for onboarding or setup fees to get started.

Custom Financial Infrastructure for CPG.

Scrolling Text Banner
CPG Specialized • Food & Beverage • Cannabis • Health & Wellness • Personal Care & Beauty • Pet Care • Household Goods •   CPG Specialized • Food & Beverage • Cannabis • Health & Wellness • Personal Care & Beauty • Pet Care • Household Goods •   CPG Specialized • Food & Beverage • Cannabis • Health & Wellness • Personal Care & Beauty • Pet Care • Household Goods •   CPG Specialized • Food & Beverage • Cannabis • Health & Wellness • Personal Care & Beauty • Pet Care • Household Goods •   CPG Specialized • Food & Beverage • Cannabis • Health & Wellness • Personal Care & Beauty • Pet Care • Household Goods •   CPG Specialized • Food & Beverage • Cannabis • Health & Wellness • Personal Care & Beauty • Pet Care • Household Goods •   CPG Specialized • Food & Beverage • Cannabis • Health & Wellness • Personal Care & Beauty • Pet Care • Household Goods •   CPG Specialized • Food & Beverage • Cannabis • Health & Wellness • Personal Care & Beauty • Pet Care • Household Goods •   CPG Specialized • Food & Beverage • Cannabis • Health & Wellness • Personal Care & Beauty • Pet Care • Household Goods •   CPG Specialized • Food & Beverage • Cannabis • Health & Wellness • Personal Care & Beauty • Pet Care • Household Goods •   CPG Specialized • Food & Beverage • Cannabis • Health & Wellness • Personal Care & Beauty • Pet Care • Household Goods •   CPG Specialized • Food & Beverage • Cannabis • Health & Wellness • Personal Care & Beauty • Pet Care • Household Goods •  

Note: These are representative examples of our work structures. All monthly fees are customized based on your unique revenue, channel complexity, and volume.

introductory package Industry

Snack Company

Revenue < $500k Services
  • Full Financial Close
  • Highlights Report
  • Monthly Team Call
Investment $1,000 / mo
Industry

Beverage Company

Revenue $1.5M Services
  • Full Close
  • Class Tracking
  • Custom A/R
  • A/P Support
Investment $2,750 / mo
Industry

Wellness Company

Revenue $6M Services
  • Full Close
  • Multi-Entity
  • Custom Inventory
  • Consolidation
Investment $4,200 / mo

Note: These are representative examples of our work structures. All monthly fees are customized based on your unique needs, channel complexity, and volume.

Industry

Snack Brand

(Introductory Tier)

Beverage Brand

Wellness Brand

Revenue Size
< $500k
$1.5M
$6M
Monthly Services
  • Full Financial Close
  • Monthly Highlights Report
  • Quarterly Team Call
  • Full Financial Close
  • Class Tracking
  • Custom A/R Reconciliation
  • A/P (Up to 25/mo)
  • Monthly Team Call
  • Full Financial Close
  • Multi-Entity Support
  • Custom Inventory Process
  • Consolidation Report
  • Monthly Team Call
The Result
"For the first time, I actually understood where our spend was going. The setup was seamless."
"The custom A/R process saved us 10+ hours a week and gave us clarity on our aging reports. We finally have a 'Gold Standard' system."
"Wizard is our most trusted advisor. They are able to handle the work of 2 in house staff at a fraction of the cost."
Monthly Investment
$1,000 / mo
$2,750 / mo
$4,200 / mo
Industry

Snack Brand

(Introductory Tier) Revenue Size < $500k Monthly Services
  • Full Financial Close
  • Monthly Highlights Report
  • Quarterly Team Call
The Result
"For the first time, I actually understood where our spend was going. The setup was seamless."
Monthly Investment $1,000 / mo
Industry

Beverage Brand

Revenue Size $1.5M Monthly Services
  • Full Financial Close
  • Class Tracking
  • Custom A/R Reconciliation
  • A/P (Up to 25/mo)
  • Monthly Team Call
The Result
"The custom A/R process saved us 10+ hours a week and gave us clarity on our aging reports. We finally have a 'Gold Standard' system."
Monthly Investment $2,750 / mo
Industry

Wellness Brand

Revenue Size $6M Monthly Services
  • Full Financial Close
  • Multi-Entity Support
  • Custom Inventory Process
  • Consolidation Report
  • Monthly Team Call
The Result
"Wizard is our most trusted advisor. They are able to handle the work of 2 in house staff at a fraction of the cost."
Monthly Investment $4,200 / mo
Start to Scale With Custom Clarity

No two brands scale the same way. We don't believe in "one size fits all" packages. Instead, we build custom scopes based on your specific complexity and revenue goals.

Representative Client Scopes

Get Started

You’ve hit the milestone where “DIY” accounting no longer cuts it. To reach seven figures, you need data you can actually rely on. The Introductory Tier was designed with this in mind, built for brands who’ve hit $500k in annual revenue and need more out of their financials. You need a partner who can get you set up to scale, at an affordable price. We deliver on that by offering the gold standard of financial closes, a monthly highlights report that offers insights to how your brand is performing, and quarterly strategy calls that keep your growth on track. 

About the Introductory Tier

AP Processing +
Starting @ $250/mo per 25 bills.
Multi-entity Consolidation +
Starting @ $250/mo.
Controller Support +
Custom pricing.
Financial Statement Clean-Up +
Priced based on review of current financial data.
Margin Analysis by Channel +
$500 per project.
Advanced Reporting +
Starting @ $250/mo.
Short-Term Cash Flow Support +
Starting @ $500/mo.
Class Tracking +
$300 one time set up fee. Monthly fee based on complexity.
AP Processing +
Starting @ $250/mo per 25 bills.
Multi-entity Consolidation +
Starting at $250/mo.
Controller Support +
Custom pricing.
Financial Statement Clean-Up +
Priced based on review of current financial data.
Margin Analysis by Channel +
$500 per project.
Advanced Reporting +
Starting @ $250/mo.
Short-Term Cash Flow Support +
Starting @ $500/mo.
Class Tracking +
$300 one time set up fee.Monthly fee based on complexity.

As your brand evolves, so do your needs. These specialized services can be conjured on-demand to support your next stage of growth. Need something extra that you’re not seeing here? Reach out so we can customize that for you!

Expanding Your Reach