Who we help

This is built for a specific kind of business.

If that's not you, we'll say so.

You're a fit if

  • You're doing $50,000/month or more in revenue
  • You sell physical products — DTC, Amazon, or multi-channel
  • You're growing, and the growth is making cash tighter instead of easier
  • You can't confidently say which of your products are most profitable
  • Inventory decisions feel like guesses with real money attached
  • You have a bookkeeper, but nobody is telling you what the numbers mean

You're not a fit if

  • You're under $50K/month — the engagement won't pay for itself yet
  • You need bookkeeping or tax filing — that's a different service
  • You want someone to confirm decisions you've already made

Why the revenue floor.

Below roughly $50,000 a month, the problems a CFO solves haven't gotten expensive enough to justify the fee. You're better served by a good bookkeeper and a clean spreadsheet. We'd rather tell you that than take the engagement.

If you're at the size where guessing has gotten expensive.

Book an Assessment