CFO-level thinking,
without the CFO salary.
Rolling 13-week cash flow models. SKU-level contribution margin reviews. Quarterly strategy sessions with a partner. The financial brain trust you’d hire at $250k+/year — included in your monthly plan.
- Brands doing $1M+ that don’t yet have a full-time CFO
- Founders who feel “I’m flying blind on the numbers”
- Companies prepping for fundraise, debt, or strategic acquisition
- Owners wanting to know: “where do I spend the next $100k?”
Every cfo advisory engagement
includes all of this.
No upsells. No “premium tier” gating. The list below is what you get from day one.
13-week rolling cash flow forecast
Updated weekly with actuals. See the cash dip before the wire bounces. Inventory orders, marketplace reserves, ad spend, payroll — all modeled.
SKU-level contribution margin analysis
Every SKU ranked by true profit after channel fees, returns, and ad spend. Most clients discover their “best sellers” are actually losing money.
Channel mix optimization
Per-channel P&L: Shopify DTC vs. Amazon vs. wholesale. We tell you where each marginal dollar of ad spend should go.
Inventory turnover & working capital modeling
How much cash is locked in stock? How long does it sit? What’s your free cash flow conversion rate? We answer these monthly.
Quarterly strategy sessions with a partner
60-minute video reviews — pricing, growth scenarios, capital efficiency, exit positioning. With actual numbers in front of you.
Growth scenario modeling
Want to add a new channel? Raise prices? Hire 3 people? We model the cash and margin impact before you commit.
Investor & lender financial packs
Need a deck for a fundraise or working capital line? We prepare the financial section to the standard a CFO would.
Board-ready monthly executive summary
One PDF page. The numbers an investor or strategic partner wants to see. No spreadsheet vomit.
30-minute discovery call. No pitch.
A senior partner — not a salesperson — reviews your numbers and tells you whether we’re the right fit.