A fair, custom, and transparent price.

We spend time getting to know you, your business, and how we can be most helpful to your growing business. We fixed fee as much as possible and provide pricing ranges for custom work.

Cost Structure (it depends)

Determined by company size, growth goals, and existing organizational structure.

The first step is a modest audit to determine fit. After understanding your objectives, we offer these tailored plans:

Basic

Monthly subscription to an automated financial platform and dashboard:

  • Centralized and custom financial and marketing data to understand critical business metrics and turn them into actionable insights.

  • Maintain a daily view of all your data in one place to track KPIs and guide decisions.

Intermediate

+ Strategic CFO Advisory services:

  • Organizational structure—Building the foundation for scalability.

  • Capital providers—Key considerations for taking on debt & equity.

  • Levers & KPIS — Identifying the biggest levers and tracking the right KPIs.

Advanced

+ Month-end Data analysis and FP&A for:

  • Financial modeling

  • Contribution margin tracking

  • Plan vs. Actual

  • 13 week cash flow

  • Cohort profitability analysis

Integrations

Save time and effort — we connect with many tools.

Shopify

•

Amazon

•

QuickBooks

•

Facebook

•

Google

•

Recharge

•

TikTok

•

Klaviyo

•

Shopify • Amazon • QuickBooks • Facebook • Google • Recharge • TikTok • Klaviyo •

Trusted Partners & Capital Providers

  • Flexport logo with white text on a dark background
  • Brex logo in black text with stylized geometric design
  • Ramp logo with dark background
  • Logo for Deep Ocean Working Capital with a blue geometric design on the left.
  • Wayflyer logo with stylized "W" symbol
  • Logo with the word 'uncapped' on a dark background.
  • Logo with the word 'saras' and abstract blue design
  • Iris logo with a hexagonal purple design on a black background
  • Drivepoint logo with geometric blue and yellow design

Platform & Dashboard Features

  • Combined Shopify and Amazon P&L

    Finance dashboard with sales, profit, and ad spend data for Amazon and Shopify, featuring graphs and metrics overview for the previous year.

  • Amazon Specific P&L

    Financial dashboard showing total units, revenue, expenses, and profit with a profit and loss by week table.

  • Executive Snapshot

    Sales and marketing dashboard displaying data on sales, orders, profits, traffic, ad sales, and ad spend across various time periods.

  • OmniChannel Marketing Dashboard

    Marketing dashboard displaying sales and ad performance metrics with bar and line charts; includes data from Amazon, Facebook, Google, and Bing.

  • LTV / Customer Profitability

    Dashboard showing customer cohort progression and segment analysis, featuring a heatmap for acquisition month vs. months from acquisition, and a table with customer segments and metrics like sales, LTV, and refunds.

  • Product Contribution Margin Tracking

    Dashboard showing product analytics with revenue, products, and SKU metrics for Amazon and Shopify. Includes bar and line graphs for weekly revenue and detailed ASIN performance data. Filters allow sorting by year, brand, country, sales channel, and product category.

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