Financial Dashboards

Timely, simple, and accurate daily financial reporting and cash flow insights that help you immediately understand your cash position, forecast with confidence, and hold your agency partners accountable.

Services

Financial

Client

Year

No items found.

Timely, Simple, Accurate Financial Reporting

The success of your brand depends on being able to understand and react to your data.

Timely – Aggregated daily for responsive decisions 

Simple – Clearly understand in 30 seconds or less

Accurate – Data you can rely on without guesswork

Accountability - Feedback loop on agencies and channels

Our feedback loop empowers you to make the right decisions at the right time.

Basic Accounting Services

Accounting and Bookkeeping basics to make sure you are keeping track of your cash flows and staying on top of your P&L. You will have a dedicated account manager that will provide monthly financial statements and will manage your Payables and Accounts Receivable.

Key Performance Indicator (KPI) Reporting

We do an initial KPI assessment and identification with you, to set up the key metrics you want us to report on daily. Our streamlined one-page report includes the Sales, COGS, and other  critical daily numbers presented in an extremely easy to interpret format (no complex charts, graphs, or extra junk you don't need). This report is designed for the busy non-finance exec that has to make quick but accurate decisions, driven by the most-up-to-date company info.

You choose the industry benchmarks and we will monitor and report on them as well.

We will also provide consultative feedback, as experts who've managed finances and cash flows for rapidly-growing consumer brands just like yours. We speak e-commerce. We know what numbers matter and what to look for in the consumer goods game. It's where we focus, and is what sets us apart from other outsourced accounting firms.

Advanced Budgeting / Financial Planning & Analysis / Strategic CFO Services

If you opt for our premium level of services, in addition to everything mentioned above we can also provide advanced cash flow management services, to stay on top of your liquidity and avoid any potential cash flow issues.

We also provide budgeting and forecasting, helping you establish financial strategy and planning that align with your long-term goals for your brand.

You will also have access to one of our expert accountants as a fractional CFO - to provide analysis, insights, and advice regarding your KPI performance. We include budget vs actual advanced reporting, in conjunction with or in support of your internal accounting team.

We do much more than just keep you out of trouble - we help you take the informed and educated risks (backed by data) required to grow your brand aggressively but profitably.

The Ultimate Ecommerce Growth Stack

More Services

From idea to build to launch to growth to exit - whatever you need to grow your brand!

Programmatic, Retargeting, & Geo

Target customers demographically, geographically, or based on activity

Podcast Strategy & Management

Full-service podcast management including guest acquisition and content editing

Inventory Management & Optimization

Powerful but incredibly easy to use inventory and fulfillment management software

Let's take your brand to the moon!

Whether you're just getting started or you've been around for years and want to take your brand to the next level, I can connect you with the right partners and the right tools to help you get there. Smash this button right here and let's make it happen!