Services
Everything your finances need. Nothing you don't.
Margins & Me services are designed for founder-led consumer brands at the $3M–$30M stage. We work together on what your business actually needs — not a bloated retainer built for enterprise.
Fractional CFO Services
Strategic financial leadership, on your terms.
You need CFO-level thinking without a CFO salary. This is exactly that — expert financial strategy, forecasting, and executive support for brands that are growing but not yet ready for a full-time hire.
Let's TalkFinancial Planning, Budgeting & Forecasting
Annual budgets, rolling forecasts, and variance analysis built around your real business drivers — units sold, AOV, margins, inventory cycles, and growth levers.
Cash Flow Forecasting
13-week and rolling cash flow models so you're never surprised by a cash crunch — even when inventory and payables are in flux.
Executive Reporting
A monthly financial package you'll actually read: clear, visual, and focused on what matters for your decisions.
Board & Investor Reporting
Investor-ready materials that tell a coherent financial story — including the numbers they'll ask about before you get asked.
Strategic Decision Support
New product, new market, acquisition, price change? Model the decision before you make it, with real numbers and clear trade-offs.
Ecommerce Finance Support
The financial detail your channels demand.
Shopify and Amazon finance is its own discipline. Platform fees, inventory cycles, promotional margins, channel mix — I speak this language fluently, and I'll build the reporting to match.
Let's TalkSKU Profitability Analysis
The full P&L per SKU: COGS, Amazon/Shopify fees, returns, storage, ads. Know which products are actually making you money.
Inventory Planning Support
Demand-based replenishment planning that balances stockout risk against aged-inventory costs. Stop tying up cash in the wrong products.
Sales & Margin Reporting
Weekly and monthly reporting that tracks revenue, gross margin, contribution margin, and net margin — by channel, by SKU.
Promotional Performance Analysis
Was that sale or coupon worth it? Model and measure the true margin impact of every promotion, before and after.
Channel Performance Reporting
Side-by-side comparison of Shopify, Amazon, wholesale, and retail — so you know where to double down and where to pull back.
Financial Infrastructure
Build the system once. Use it forever.
Good financial decisions require good financial data. We'll build the dashboards, automate the reporting, and create the processes that make your numbers reliable and always ready.
Let's TalkKPI Dashboard Development
A single view of your most important business metrics — updated regularly, easy to read, and built for how you actually run your company.
Reporting Automation
Connect your data sources, reduce manual work, and get the numbers you need without spending hours in spreadsheets each week.
Monthly Business Reviews
A structured monthly check-in: what happened, why it happened, what to do next. Consistent, actionable, and focused on momentum.
Scenario Planning
Best case, base case, downside. Model the range of outcomes for your biggest decisions so you can plan with confidence.
How we engage
Flexible to fit your stage and needs.
Monthly Retainer
Ongoing fractional CFO support with a defined scope. Monthly deliverables, regular check-ins, and always-available insight for time-sensitive decisions.
Project-Based
A defined engagement with clear outcomes — budget build, dashboard setup, due diligence support, or financial cleanup. Scoped, priced, delivered.
Advisory
Monthly or quarterly check-ins for founders who have internal finance help but want senior strategic input. Think of it as a board observer who actually knows your numbers.
Not sure which fits? Let's figure it out together.
Book a Discovery Call