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CPG accounting and finance, built for how consumer brands actually grow
Inventory, landed cost, retailer deductions, and a cash cycle that never lines up with your P&L — consumer brands break the standard accounting playbook. We build the books, reporting, and financial strategy that fit how CPG really works, so your numbers tell you the truth about margin, cash, and what to do next.
Trusted with $158M+ in CPG revenue under management
The problem
Most CPG founders don't have a bookkeeping problem. They have a clarity problem.
Your P&L says you're profitable, but the bank account says otherwise. Gross margin looks fine until you back out trade spend, freight, and the chargebacks nobody categorized — and when a retailer or investor asks a sharp question, you're scrambling. That's what happens when a consumer brand runs on accounting built for service businesses.
What we do
What we do for CPG brands
One team for the full finance stack — from clean monthly books to the strategic calls that shape your next stage of growth.
CPG accounting & bookkeeping
A chart of accounts built for consumer goods — COGS and margin by SKU, landed cost, inventory across co-packers and 3PLs, trade spend broken out instead of buried.
Month-end close
A repeatable close that produces accrual financials you can actually make decisions from, on time, every month.
Fractional CFO for CPG
Financial leadership without the full-time hire — cash-flow forecasting, unit economics, pricing strategy, and fundraising or retailer-meeting prep.
CPG advisory
The strategic layer: margin analysis by product and channel, working-capital planning, and investor-ready reporting that holds up in diligence.
Tax & compliance
Federal, state, and sales-tax compliance coordinated with your books — no year-end scramble, no surprises.
Go deeper
Two ways we work with CPG brands
Both are built for consumer goods. One is an ongoing seat at your table, the other is built around a single decision.
Fractional CFO for CPG
The CFO seat, without the full time hire.
Cash flow forecasting, unit economics, pricing, and fundraising strategy for founder led brands past roughly $1M in revenue. Clean books tell you what happened. This tells you what to do next.
- Cash flow forecasting
- Unit economics and pricing
- Fundraising strategy
CPG Advisory
For the moments where the stakes jump.
Project based financial strategy for fundraising, exit readiness, pricing overhauls, and turnarounds. Brought in for a defining decision rather than a monthly rhythm.
- Fundraising and exit readiness
- Pricing overhauls
- Turnarounds
Why CPG accounting is different
Consumer brands live and die on unit economics. Your true COGS, landed cost, and margin per SKU drive every decision — and inventory plus retailer deductions make the books messier than any service business.
Get it right and you see real margin by channel, forecast cash through a 90-to-180-day conversion cycle, and walk into a raise or a buyer meeting with financials that build trust. Get it wrong and the problems stay hidden until the worst possible moment.
That's why we pair clean books with ongoing fractional CFO leadership and project-based CPG advisory when the big moments hit.
Who we work with
Founder-led consumer brands, pre-revenue to nine figures.
Food and beverage, health and beauty, apparel, household. DTC, retail, wholesale, Amazon, or all of it. Whether you need clean books for the first time, a cleanup before a raise, or a fractional CFO to steer growth, we scale the support to where you are.
FAQ
Questions, answered.
CPG runs on unit economics. Your true COGS, landed cost, and gross margin per SKU drive every decision, and inventory plus retailer chargebacks make the books messier than a typical service business. We set up a chart of accounts and reporting that show real margin, not just top-line revenue.
A bookkeeper records what happened. A controller makes sure it's accurate and on time. A fractional CFO helps you decide what to do next — forecasting, pricing, cash flow, and fundraising. Most CPG founders need clean books first, then more strategic support as decisions get bigger. We provide all three and scale the mix as you grow.
Yes. Landed cost, inventory by location, and COGS by channel are core to how we set up CPG books.
Yes — investor-ready, accrual-basis financials and the margin and cash-flow detail buyers and category managers expect are a big part of what we do.
It depends on scope. The fastest way to a real number is a quick consultation — or start with a $399 QuickBooks Health Check for a graded review of your file and a prioritized fix list.
Not sure where your books stand? Start with a QuickBooks Health Check.
For $399 we review the file that runs your business, grade it A to F, and hand you a prioritized plan for what to fix — usually within a week.