CPAs exclusively for e-commerce brands · Plans from $199/mo · Multi-channel · DTC · Marketplaces · 240+ brands · $680M GMV
Home Services CFO Advisory
Fractional CFO for e-commerce

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.

Plans from $199/month · Scales with your business · Brooklyn, NY-based
WHO THIS IS FOR
  • 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?”
What’s included

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.

Ready to start?

30-minute discovery call. No pitch.

A senior partner — not a salesperson — reviews your numbers and tells you whether we’re the right fit.

Book a free call
Frequently asked

Questions we hear
a lot.

How is this different from my bookkeeper telling me what happened?+
Bookkeeping tells you what happened. Advisory tells you what to do. We use your books as the starting point and model decisions forward — pricing changes, channel investments, hiring, fundraising.
Do I need bookkeeping with you to get advisory?+
Usually yes. Advisory only works if the underlying numbers are clean. If you’re using someone else for bookkeeping, we’ll review their work — if it’s solid, we can layer advisory on top. If not, we’ll need to fix it first.
Can you replace a full-time CFO?+
For most e-commerce brands under $20M, yes — completely. Above that, we typically become a thought partner to an in-house finance lead, not a replacement.
How fast can you build a 13-week cash flow model?+
Two weeks after onboarding. We need clean monthly history first — the model is only as good as the inputs.
Do you help with fundraising specifically?+
We prepare the financials. We don’t pitch investors for you (that’s your job, you’re the founder). But we make sure the numbers in your deck withstand diligence and that you can answer any LP-level question without panicking.