— For 6 & 7-Figure eCommerce Brands
Reconciled Books. Every Dollar Found. Exit-Ready in 30 Days.
We trace every dollar across Shopify, Amazon, Stripe, PayPal, 3PLs, and bank accounts into clean, accurate books your lender, investor, buyer, or CPA can trust.
— Trusted by 6 & 7-Figure eCommerce Brands & Founders
2,800+
Transactions Reconciled Across Featured Brands
327+
Missing Entries Recovered for One Client
36 Mos
Financial History Rebuilt in Single Project
4.9–5.0★
Verified Client Rating on Upwork
— Case Studies
What happens when every dollar finally has a home
Three brands. Three different messes. One method. Every result below comes from a real client engagement, not anonymous claims or blended averages.
5 bank accounts. 327 missing entries. One real cash flow picture.
Financial activity was spread across 5 bank accounts, with missing records and thousands of transactions nobody had verified. The team was no longer confident the business was still profitable.
We reconciled 2,000+ transactions, recovered 327+ missing entries, and consolidated every account into one source of truth, so scaling decisions are now made on numbers instead of assumptions.
2,000+
Transactions reconciled
327+
Missing entries recovered
5 → 1
Accounts in one QBO file
"Stevan gave us back complete control over our numbers. We went from guessing whether our bank balance matched reality to having every account tied out to the penny."
— Founder, Celeste Studios
"I was terrified to show my books to potential investors. Stevan transformed three years of anxiety into a polished financial presentation that won immediate respect."
— Heather, Founder at Julianna Milano Inc.
3 years of chaos → an investor-ready capital & loss summary
Founder Heather had 3 years (2022–2025) of unreconciled, uncategorized transactions in QuickBooks. Her personal investments were never recorded as capital, leaving zero clarity on total self-funded equity.
We reconciled every transaction from 2022–2025, sorted expenses into production, packaging, marketing and shipping, and recorded all owner investments as formal capital contributions, then delivered a clean P&L, Balance Sheet, Cash Flow statement and a one-page capital summary she could take into investor conversations.
36 months
Backlog rebuilt
$180K+
Founder capital documented
99%+
Reporting accuracy
"I was terrified to show my books to potential investors. Stevan transformed three years of anxiety into a polished financial presentation that won immediate respect."
— Heather, Founder at Julianna Milano Inc.
From emails & Excel to a decision-ready financial system
Every financial record lived in chaotic emails and spreadsheets. 870+ transactions were tracked by hand, there was no QuickBooks setup, and core costs were never separated.
We built a dedicated QuickBooks Online setup with a custom Chart of Accounts, migrated ~874 historical transactions, and integrated Stripe and ACH processors, giving the founder full visibility across pharmacy, clinical, dispensing and ad spend, and his time back.
874+
Transactions categorized
3+
Platforms integrated
< 3 weeks
Spreadsheets → automated
"We moved from manual spreadsheet chaos to complete automated clarity in under 3 weeks. Stevan is a master at eCommerce financial architecture."
— Shawn, Founder at Coby Health
More Verified Client Feedback
"Stevan has been an exceptional help. As a new consultancy, we know just enough to mess everything up. Stevan was courteous, patient, and got everything whipped into shape!"
— QuickBooks Online Setup Client, 5.0★
"Highly recommended. Stevan is honest and thorough. The original project turned out to 2x the work and he articulated why."
— QBO to Xero Migration Client, 5.0★
"Stevan is wonderful! He is a true QBO expert! Traced every discrepancy and saved us thousands in potential CPA tax prep hours."
— Monthly Bookkeeping Client, 5.0★
— The Harsh Reality
Introducing the Money Trail Reset
Does any of this sound painfully familiar?
Shopify says one number. Amazon says another. Your bank says something else. None of them says profit.
Revenue keeps growing — but the bank balance doesn't seem to reflect it.
Months of transactions sit piled up in "Uncategorized" or "Ask My Accountant."
You've put your own money into the business and couldn't tell anyone exactly how much.
Your CPA sends back your file every tax season with a long list of questions — and a bigger bill.
A lender, investor or buyer asked for financial statements and you felt your stomach drop.
1 in 3
Small Business Owners
You are not alone.
More than one in three small business owners don't regularly know if they made a profit last month. And while 85% of owners say they feel confident managing their finances, 90% of accountants and bookkeepers say those same owners lack the skills to do it well.
[Source: Xero Research 2026]
— Why This Happens
It's Not Your Fault
01
Net Payout Complexity
eCommerce money isn’t linear. Platforms send net payouts after fees, refunds, reserves & ads. The bank sees 1 deposit; your books need the full breakdown.
02
Siloed Data Systems
Your data lives across 6+ places that don't talk to each other: storefronts, payment gateways, 3PLs, payroll, cards & banks. No one stitches them together.
03
Generalist Bookkeepers
Generalists categorize net deposits as generic "sales" and move on. That is how you end up with fake revenue on paper and no idea where margin went.
04
Co-Mingled Founder Money
Personal cards, founder loans, and direct capital injections go unrecorded—so you can't prove what you've actually invested or lost.
05
Compounding Backlogs
Every month behind makes next month twice as hard to fix. Founders fall behind not because they are careless, but because they are busy scaling.
— The Ultimate Fix
Introducing the Money Trail Reset
A fixed-price, fixed-timeline project that traces every dollar in and out of your business, rebuilds your books into one clean system, and hands you financial statements you can take to any lender, investor, buyer or CPA.
GATHER
Every source, one place.
We connect every bank, card, storefront, gateway, and 3PL into a single QuickBooks Online file. No more spreadsheets or guessing.
TRACE
Every dollar, accounted for.
We break payouts into gross sales, fees, refunds, reserves and reconcile every account to the penny against bank statements.
REBUILD
eCommerce Chart of Accounts.
Custom COGS, fulfillment, platform fees, ad spend, payroll, and owner capital structured around how you actually make money.
REVEAL
Numbers in plain English.
Clean P&L, Balance Sheet, Cash Flow + the 1-Page Money Trail Report showing total invested capital and top 3 cost drivers.
— Step-by-Step Roadmap
From Scattered to Solved in 30 Days
Timeline shown for Growth Reset (13–24 months backlog). Starter Resets finish in ~21 days; Full History Resets in ~45 days.
30-Minute Clarity Call
We look at your setup, backlog length, and upcoming milestones (loan, funding, exit, tax season). You get a fixed-price quote directly on the call. No hourly surprises.
Access & Consolidation
You grant read-only access through a secure checklist (~60 mins of your time). We connect every account into one QBO file and pull full transaction history.
You'll receive: A Source Map showing every account found—often including ones you had forgotten about.
Reconciliation & Missing Money Recovery
We reconcile every bank, card and processor month by month, break payouts into gross sales and fees, and find entries that were never recorded.
You'll receive: A short, clear list of questions (typically 10–20) regarding transactions only you can clarify.
Chart of Accounts & Financial Statements
We restructure your books around your business model, record founder capital correctly, and compile P&L, Balance Sheet, and Cash Flow statements.
You'll receive: A mid-project progress update & draft trial balance.
Money Trail Report & Live Walkthrough
We finalize statements, generate your 1-page Money Trail Report, and walk you through every metric on a 60-minute recorded video session.
You'll receive: Final statements, Money Trail Report, CPA-ready file, and ongoing recommendations.
After Day 30 — Stay Clean
Transition into Stellify Financial OS™ monthly bookkeeping. Sign a 6-month plan and your Reset fee is 100% waived.
— Ironclad Protection
Three Promises. Zero Risk.
1. Reconciled-to-the-Penny
Every account will tie out directly to your bank statements. If it doesn't, we keep working—completely free—until it does.
2. Strict Deadline Guarantee
If we deliver late (and you've met your timeline requirements), 20% of your Reset fee comes straight back to you.
3. Ready-or-Refund Guarantee
If your CPA, lender or investor rejects your statements because of our work, you get a full 100% refund.
Is the Money Trail Reset Right For You?
This IS for you if:
You run a 6 or 7-figure eCommerce brand.
Your books are behind, messy, or spread across multiple accounts and sales platforms.
Something is coming up in the next 90 days—loan, investor, sale, tax filing, or big scale decision.
This IS NOT for you if:
You are looking for the absolute cheapest budget bookkeeper you can find.
You are unwilling to share read-only account access with our secure portal.
Your books are already 100% clean and current (you need our monthly plan instead).
— Clear Answers
Frequently Asked Questions
How much does the Money Trail Reset cost?
It's a fixed price based on how far behind you are: $2,997 for up to 12 months, $4,997 for 13–24 months, and $7,997 for 25–36+ months. You'll get your exact quote directly on the Clarity Call.
Why not just charge hourly?
Because hourly pricing punishes you for having messy books. A fixed price means you know exactly what you'll pay before we start—no clock ticking or budget surprises.
Is it really free with a monthly plan?
Yes! Sign a 6-month Stellify Financial OS™ plan and the entire Reset fee is waived. We'd rather earn your trust with the cleanup and keep your books spotless long-term than charge you twice.
— Claim Your Reset
Book your 30-minute Clarity Call
© 2026 Stellify Financial.