Financial leadership, from the books up.

Six-week program

Margin Multiplier

For ecommerce businesses above $1M in annual revenue.

Program details

A six-week engagement built to double your profit margin or your cash flow, organized around three pillars:

• Profit: keep more of every sale
• Cash: turn sales into money in the bank
• Growth: plan the next stage with confidence

Ongoing

Fractional CFO

CFO-level guidance without a full-time hire.

Ongoing financial leadership for owners who want a partner in the numbers as the business grows.

• Cash flow planning
• Budgets and forecasts
• KPI reporting
• Financing strategy
• Pricing and margin decisions
• Monthly CFO check-ins

Year-round

Tax strategy

Plan ahead instead of reacting at filing time.

Taxes are one of the largest costs a profitable business has. We look at your numbers through a tax lens all year and work alongside your tax preparer, so you keep more of what you earn.

• Entity structure review
• Owner pay and distribution planning
• Quarterly estimated tax planning
• Timing of major purchases and expenses
• Year-end tax planning
• Coordination with your CPA or tax preparer

Monthly

Bookkeeping

Clean, timely books built for ecommerce.

Reliable monthly bookkeeping so your financial statements reflect what's really happening in the business.

• Monthly transaction categorization
• Bank and credit card reconciliations
• Sales channel and payout reconciliation
• Cost of goods sold tracking
• Month-end close
• Monthly financial statements