Your Shopify data called. It wants to be understood.
... because your financials shouldn't feel like a black hole.
We’re here to help fast-moving product-based brands (or e-commerce brands) stay ahead of their numbers with weekly insights, inventory clarity, and zero tolerance for financial blindspots.
It’s time to stop guessing and start leading with data.
e-commerce bookkeeping for creatives
Your business is moving faster than your monthly reports.
LET'S BE REAL
Standard bookkeeping doesn’t cut it when you’re juggling Shopify data, launches, and inventory cycles.
You need more than accounting software.
You need a system, a rhythm, and someone who actually understands how your business works.
Priceless peace of mind + confidence.
Since it’s hard to put a price tag on “priceless”, monthly investment starts at $2k.
What's included - and why it matters.
Monthly bookkeeping, done right.
No missed transactions. No messy
reconciliations. Just clean, accurate books, always.
Inventory accounting that makes sense.
Know exactly what’s moving, what’s stuck, and what your numbers are actually telling you.
Custom monthly reports.
Forget generic spreadsheets. We send tailored reports with exactly what you need to see.
Weekly insights (yes, weekly).
Key numbers and trends delivered on a weekly rhythm so you’re never caught off guard.
KRI tracking for smarter decisions.
We track your most important financial markers, so you can make confident choices, faster.
- You run a product-based business making 7+ figures that’s growing faster than your spreadsheet can keep up with
- You’re over the once-a-month mystery report and ready for consistent clarity
- You want a partner who gets the messy middle of scaling
- You’re not afraid of numbers — you’re just tired of being the one managing them
You’ll love working with us if…
This isn’t just “more frequent reporting.”
It’s a decision-making rhythm that gives you:
- Confidence to hire (or pause) at the right moment
- Visibility into cash flow when it matters most
- The ability to course-correct quickly — not play catch-up at month-end.
You can’t run a fast-moving business on once-a-month updates.
Most bookkeepers don’t touch inventory.
We do. Thoughtfully. Accurately. Regularly.
And we’ll even make sure that your inventory specialist is on the same page.
We know inventory isn’t just another number,
it’s the backbone of your business.
We make onboarding easy...
1) Fill out a quick inquiry form
Tell us a bit about your business, systems, and where you’re needing support.
2) Meet with us for a clarity call
You’ll get answers, insights, and a better understanding of how we work.
3) Start fresh with a system that supports you
If we’re aligned, we’ll dive in and get your books (and your brain) back on track.
Because we know you've got enough on your plate.
Small team. High touch. Big clarity.
At Three Oaks Financial, we support fast-moving product-based brands with weekly insights, inventory visibility, and clean, custom reporting that helps you actually lead your business.
You won’t be passed around or left in the dark.
You’ll work with a small, dedicated team that knows your business, speaks your language, and shows up with systems that keep you clear, calm, and confident.
We're here to bring structure to the chaos — not sugarcoat it.
And we believe clarity is one of the most powerful tools you can have as a founder.
We’re not your typical bookkeeping firm... and that’s on purpose.
You're not here to play small, and neither are we...
You need tight data, quick pivots, and a team who sees around corners.
This service pays for itself - in confidence, in clarity, and in every smart decision you’ll make because of it.
Sloppy books, vague numbers, and rearview reports won’t cut it at your level.
From $150K Loss to $250K Profit Without More Revenue
Pricing Clarity That Led to 8 Figures
CFOs are valuable, but they usually focus only on long-term planning and reviewing historical data. What we offer is different: a real-time pulse on your numbers, so you can make smarter, faster decisions day-to-day — not just quarter to quarter.
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Nope — we specialize in real-time financial operations. You’ll still need a tax accountant or firm for compliance and filing, but we’re happy to coordinate with them if needed. We are also happy to provide recommendations.
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Most clients see a return through tighter expense control, smarter inventory purchasing, better pricing decisions, and faster pivots. If you’ve ever flown blind with your numbers, this is the opposite of that.
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We specialize in product-based businesses, especially ecommerce brands on Shopify — but if your business has inventory, fast-moving revenue, and decision points that require real-time financial visibility, we might be a great fit.
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We start with a clarity call to get a full picture of your business, your current systems, and where you’re headed. From there, we build your custom financial rhythm — and get your books in sync with where you’re going.
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If cleanup is needed, we’ll assess it during the clarity call and include it in your onboarding plan. No surprises — just a clear path forward.
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You’ll be supported by our close-knit team, not just one person — but you’ll always know who you’re talking to. We keep communication personal, consistent, and clear. No bounce-around energy here.
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Expect a weekly rhythm of updates, reports, and visibility. We’ll be in your corner (and your inbox) regularly — without you having to chase us.
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Custom reports built around what actually matters in your business — not just generic spreadsheets. Plus, weekly check-ins with trends, KRIs, and visibility that helps you lead better.
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We work best with business owners who are in it for the long game. After onboarding, we offer ongoing monthly support with a minimum 3-month commitment.
