Accounting and CFO services for mid-market CPG brands
Revenue, inventory, payables, receivables, trade spend and deductions. All of your operational data turns into financial insights you can actually act on, at the volume and complexity that comes with real wholesale and multi-channel distribution. Enabling founders to scale quickly, drive profitability, and make confident decisions is our #1 goal.
Embedded controllership and bookkeeping
We're a full accounting and finance function for less than the price of a single hire. That means full-service controllership handling day-to-day bookkeeping, balance sheet reconciliations, month-end close processes, and a CPG-optimized chart of accounts. We combine a software-driven workflows with CPG expertise to ensure your financials are always accurate without pulling your time or attention. You get channel- and retailer-level P&Ls, contribution margins, and a working capital dashboard, so you always have a pulse on numbers that are actually accurate.
Trade spend, deductions, and accounts receivable management
For wholesale-led CPG brands, deductions and short-pays are where accounts receivable quietly goes stale and where cash forecasts start drifting from what's actually happening in the business. We accrue trade spend by retailer and program, apply cash against remittances, classify deductions before matching them to invoices, and follow up on collections before balances age out. The result is an AR aging report you can act on and a cash forecast that holds up to scrutiny.
Inventory valuation and cost of goods sold accounting
You can't decide which channels invest in or which SKUs to cut off a margin number that's little more than a guess. We reconcile inventory against your operations tools (or build it from scratch) and calculate COGS from SKU-level landed costs and actual units shipped, refreshed monthly instead of carried forward as a plug entry from last quarter. That gives you a real cost basis by channel and by SKU, so you know which channels are worth doubling down on, where costs need to come down, and what it actually takes to get to profitability.
Accounts payable management and
bill pay workflows
We run your full AP cycle end-to-end: invoice intake, coding, approval routing, and payments. Every invoice gets matched against POs and receipts, routed through your approval chain, and paid on schedule, with vendor terms tracked so nothing slips past due. You keep visibility and control over who approves what, without touching the manual work of chasing down invoices, entering bills, or following up on payment status. That's real time back every week, not just a lighter inbox.
Ecommerce revenue recognition
and reconciliation
Amazon, Shopify, and other ecommerce channels net out fees, returns, chargebacks, and more when they deposit to your bank account, so the number in your bank feed isn't your revenue, it's whatever's left over. We recognize revenue when it's actually earned, not when cash lands, and reconcile every deposit from a payment processor back to the orders behind it, netting marketplace and processor fees against gross revenue instead of a hidden deduction. What you get is revenue you can see gross-to-net, by channel and by class, on a set close calendar.
Strategic CFO and FP&A support services
Raises, board meetings, and diligence requests move at the speed of your numbers. We turn your reconciled financials into rolling cash flow forecasts, budget-to-actual tracking, and board-ready reporting, plus the schedules and workbooks buyers and investors actually ask for in diligence. It's the strategic layer on top of clean books: someone reading the numbers with you, not just producing them, so you walk into every one of those conversations already prepared.
