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What We Do
We don’t just keep your books — we fix what’s broken and help you see what’s next. COOGEE specializes in cleanup, financial visibility, and hands-on advisory for founders who’ve outgrown basic bookkeeping but aren’t ready for a full finance department.
Our services are flexible and fast. We start with a focused diagnostic, then build an ongoing rhythm that fits your business growth.
1. QuickBooks Cleanup Packages (Non-Tax – Accuracy-Only)
Fast, transparent cleanups for founders who need clarity — without tax filing stress.
We focus on accuracy, categorization, and reporting so you can finally trust your numbers again.
We don’t do taxes. We make your numbers CPA-ready.
A1 – Express Fix
Scope: 1 month / 1 account
Deliverables: Bank reconciliation, transaction categorization, P&L & Balance Sheet accuracy review
Turnaround: 3–5 business days
Flat Fee: $349
A2 – Standard Tier 1
Scope: 3 months / 1 account
Deliverables: Full 3-month reconciliation, categorization fixes, summary report
Turnaround: 5–7 business days
Flat Fee: $499
A3 – Standard Tier 2
Scope: 3 months / up to 3 accounts
Deliverables: Multi-account cleanup (80–100 transactions/month), vendor review, reconciliation
Turnaround: 7–10 business days
Flat Fee: $799
A4 – Advanced Tier 1
Scope: 6 months / 1 account
Deliverables: Half-year cleanup, light AR/AP review, future-proofing checklist
Turnaround: 10–14 business days
Flat Fee: $1,099
A5 – Advanced Tier 2
Scope: 6 months / up to 3 accounts
Deliverables: Multi-account reconciliation, dashboard setup, error review
Turnaround: 10–15 business days
Flat Fee: $1,299 – $1,499
A6 – Annual Custom
Scope: 12 months + (custom quote)
Deliverables: Full-year rebuild, accuracy audit, CPA-ready summary report
Turnaround: Custom
Flat Fee: $2,000 +
All projects must be fully prepaid before scheduling a work date — Flat-fee pricing ensures clarity, no hourly surprises, and guaranteed delivery once your project is confirmed.
2. Financial Diagnostics & Budget Planning
Get real visibility into your business — and confidence in your numbers.
We analyze your books, spot margin leaks, and help you plan smarter for the next stage of growth.
We don’t just look backward — we help you move forward strategically.
B1 – Financial Diagnostic (Basic)
Scope: 6-month review
Deliverables: P&L, Balance Sheet, and expense analysis; identify categorization errors and margin leaks; summary report with recommendations (no fixes applied)
Turnaround: 3–5 business days
Flat Fee: $599 – $799
B1 – Financial Diagnostic (Pro)
Scope: 12-month full review
Deliverables: Deep dive into P&L, BS, and Cash Flow trends; identify revenue drivers, inefficiencies, and profitability patterns; KPI dashboard and 60-min strategy session
Turnaround: 5–7 business days
Flat Fee: $1,200 – $1,800
00 – $3,000
B2 – Budget & Forecast (Basic)
Scope: 12-month financial plan
Deliverables: Custom budget with revenue, expense, and margin projections; delivered in Excel or Google Sheets; includes 60-min handoff call
Turnaround: 7–10 business days
Flat Fee: $1,000 – $1,500
B2 – Budget & Forecast (Pro)
Scope: Budget + 3-scenario forecast model (Base, Growth, Stress)
Deliverables: Annual budget, cash-flow forecast, and sensitivity analysis with live working session to adjust assumptions
Turnaround: 10–14 business days
Flat Fee: $2,200 – $3,000
All projects must be fully prepaid before scheduling a work date — Flat-fee pricing ensures clarity, no hourly surprises, and guaranteed delivery once your project is confirmed.
3. NetSuite Finance Training & Optimization
Turn your team into confident NetSuite pros — without wasting hours trying to figure it out yourself.
We make your NetSuite transition clear, practical, and tailored to real financial workflows.
Our training is hands-on, not theoretical — you’ll finish ready to operate efficiently from day one.
C1 – Basic Training (1-Day, 6 Hours)
Scope: Core financial setup and workflow training
Deliverables: General Ledger fundamentals, Accounts Payable/Receivable, Bank Reconciliations, Financial Reporting, and Dashboards; includes session recording and Q&A follow-up
Format: Remote (live)
Flat Fee: $1,100 – $1,600
C2 – Standard Training (2-Day + 1-Month Follow-Up)
Scope: Two-day intensive with one post-training review
Deliverables: Day 1: Core Finance (GL, AP/AR, reconciliations)Day 2: Reporting, Dashboards, and Advanced Navigation Includes 1-month follow-up Q&A call
Format: Remote
Flat Fee: $2,200 – $3,500
C3 – Premium Custom Training
Scope: Corporate or multi-team rollout
Deliverables: Fully tailored curriculum, data setup, and on-call support; designed for companies scaling or restructuring finance teams
Format: Remote or On-site
Flat Fee: Starting at $3,000+
All projects must be fully prepaid before scheduling a work date — Flat-fee pricing ensures clarity, no hourly surprises, and guaranteed delivery once your project is confirmed.