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Elevate Your
CPG Brand by Optimizing Cash





Some of our Happy Clients

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Optimize your Company

Today’s top brands are heavily data-driven and create value by operating on the margin. Finance has become more important than ever for digitally native CPG brands to achieve success.

Extend Your Cash Runway

Spend money more efficiently to take your business farther

Increase your brand’s value

A higher brand value puts more money in your pocket, whether you are looking to sell or not

Grow your brand – Profitably!

Optimizations are key to scaling your digitally native CPG brand

Reduce Costs of Capital

We help prepare your company so you can get the best terms possible

Let’s Meet!

Book a FREE consultation with our expert team to find out more about how you can elevate your brand through accounting, strategic finance, capital raising, as well as get ideas on how to solve your cash issues.

What We Do for CPG Brands


Chart of accounts restructuring:
Cleanup & QA Check
Expense Reconciliations
Complex Bookkeeping Structures


Data-Driven Financial Modeling
Weekly Cashflow Forecast
LTV & Marketing Analysis


COGS by Product
COGS by Channel
Weekly Inventory Report
Monthly 3PL Performance Review

Strategic Consulting

Strategic Plans and Evaluations

Cost Cutting Plans

Revenue Expansion Plans

Payables/Receivables Management

Accounts Payables Management

Accounts Receivables Management

Weekly Payables Report

Capital Services

Investor Reporting & Management

Capital Raising & Advisory

Lender Management & Reporting

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