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Free guide
Your CPG Accounting & Finance Guide
A founder-friendly walkthrough of the numbers that actually drive a consumer brand: margins, cash, inventory, and the reports you need to make confident decisions. Plain English, no jargon, built for operators.
A $149 guide, yours free. Enter your email and we'll send it over.
What's inside
Twelve pages that turn accounting jargon into decisions you can act on.
Finance vs. accounting
Why a growing CPG brand needs both, not one or the other.
The balance sheet
Read like a founder, not an accountant.
Accrual vs. cash
Why it's the big one for consumer goods.
Inventory
The heartbeat of your CPG business.
Accounts receivable
How unmanaged AR quietly distorts your numbers.
Profitability and gross margin
CPG's north star.
Cash, burn, and runway
Why profit is not the same as cash.
Retained earnings
What they say about your growth.
The spreadsheet trap
The one most founders fall into, and how to avoid it.
A clear next step
For applying it all to your business.
Each section ends with a "Take Action" prompt, so it's a workbook, not just a read.
$158M+ in CPG revenue under management. This is the same thinking we bring to client work, distilled into a guide you can use today.
Want it applied to your actual books?
Start with a $399 QuickBooks Health Check and see exactly where you stand.