Contact DataGenix
Get a custom proposalBookkeeping to fractional CFO for growing brands
DataGenix is an outsourced finance and accounting partner for US growing businesses, e-commerce brands and startups. We give growing companies the finance function they need without the cost of a full in-house team.
Many small business owners run on messy books, late reports and gut feel. We fix that. Our team keeps your numbers accurate and up to date, and turns them into insights you can use to price, hire, raise capital and grow.
What we do
- Bookkeeping and clean-up: monthly bookkeeping, reconciliations, catch-up and clean-up of backlogged books
- Financial reporting: month-end close, P&L, balance sheet and cash flow reporting you can trust
- Financial projections and modeling: budgets, forecasts and scenario models for planning and fundraising
- Pitch decks: investor-ready decks backed by solid financials
- Fractional CFO services: strategic finance leadership, KPI tracking and board-level guidance, without a full-time hire
Who we work with
We specialize in e-commerce brands (Shopify and Amazon sellers), service businesses such as restaurants, and early-stage startups that have outgrown DIY accounting but aren't ready for a full finance department.
Why DataGenix
- Operator-led: our team brings hands-on FP&A experience from multi-store e-commerce businesses
- Flexible monthly engagements that scale with you
- Dedicated point of contact and fast turnaround
- Cost-effective offshore delivery with US business-hours coverage
Clean books, clear numbers, confident decisions. That's the DataGenix promise.
-
Min project size
$1,000+
-
Hourly rate
< $25 / hr
-
Employees
10 - 49
-
Year founded
Founded 2026
Service Lines
- Fractional CFO Services
- 30%
- Accounting
- 20%
- Financial Consulting
- 10%
Select Focus Area
- General Accounting Focus
-
- Bookkeeping
- 50%
- Accounting Software Specialist
-
- Financial Consulting Focus
-
- Cost Reduction Consulting
- 10%
- Fractional CFO Services
-
- Cash Flow & Budgeting Management
- 40%
- Financial Decision-Making
- 20%
- Financial Gap Analysis
- 20%
- Business Cost Structuring
- 15%
- Internal Financial Controls
- 5%
Industries
- eCommerce
- 15%
- Construction
- 10%
- Consumer products & services
- 10%
- Automotive
- 5%
- Beauty
- 5%
- Contracting
- 5%
- Education
- 5%
- Food & Beverage
- 5%
- HVAC
- 5%
- Hospitality & leisure
- 5%
- Manufacturing
- 5%
- Medical
- 5%
- Retail
- 5%
- Roofing
- 5%
- Supply Chain, Logistics, and Transport
- 5%
- Utilities
- 5%
Clients
- Small Business (<$10M)
- 95%
- Midmarket ($10M - $1B)
- 5%
Pricing Snapshot
Min. project size
$1,000+
Avg. hourly rate
< $25
/hr
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Packages we offer:
Monthly Bookkeeping & Reporting for Growing SMBs
DataGenix becomes your outsourced finance team. We handle monthly bookkeeping, reconciliations and month-end close, and deliver clear financial reports every month so you always know where your business stands. Each tier adds deeper analysis, from KPI tracking to forecasting and CFO-level guidance.
Small
Startups and small businesses under $1M revenue.
$1,000
/month
- Package Details: Monthly bookkeeping Bank and credit card reconciliations Month-end close Monthly P&L, balance sheet and cash flow Email support
Medium
Growing SMBs and e-commerce brands, $1M-$5M.
$1,500
/month
- Package Details: (everything in Small, plus): Accounts payable and receivable tracking Monthly KPI dashboard Budget vs. actual review Monthly review call
Large
Established SMBs, $5M-$10M needing CFO insight
$2,000
/month
- Package Details: (everything in Medium, plus): Cash flow forecasting Financial modeling and projections Fractional CFO advisory Dedicated account manager
| Features |
Small $1,000 /mo |
Medium $1,500 /mo |
Large $2,000 /mo |
|---|---|---|---|
|
Package Details |
Monthly bookkeeping Bank and credit card reconciliations Month-end close Monthly P&L, balance sheet and cash flow Email support |
(everything in Small, plus): Accounts payable and receivable tracking Monthly KPI dashboard Budget vs. actual review Monthly review call |
(everything in Medium, plus): Cash flow forecasting Financial modeling and projections Fractional CFO advisory Dedicated account manager |
|
Small $1,000 /mo |
|
|---|---|
|
Package Details |
Monthly bookkeeping Bank and credit card reconciliations Month-end close Monthly P&L, balance sheet and cash flow Email support |
|
Medium $1,500 /mo |
|
|---|---|
|
Package Details |
(everything in Small, plus): Accounts payable and receivable tracking Monthly KPI dashboard Budget vs. actual review Monthly review call |
|
Large $2,000 /mo |
|
|---|---|
|
Package Details |
(everything in Medium, plus): Cash flow forecasting Financial modeling and projections Fractional CFO advisory Dedicated account manager |
Our Story
DataGenix was founded by finance operators who saw too many small businesses and e-commerce brands making big decisions on messy, outdated numbers. Our mission is to give growing companies the finance team they deserve: accurate books, timely reporting and CFO-level insight, at a cost that fits their stage. We value accuracy, transparency and responsiveness. We treat every client's numbers as if they were our own, and we measure success by how confidently our clients make decisions.
Contact DataGenix
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