High-stakes CPG decisions with fewer surprises.
CFO-level financial planning and cash strategy for growing CPG brands
At a certain point, growth creates complexity.
Omnichannel sales plans, DTC customer acquisition, and cash timing collide.
What worked before stops working, and surprises get expensive.
We help CPG founders understand what changed, why it happened, and what decisions it affects.
That means:
Interpreting monthly results, not just reporting them.
Pressure-testing plans before you commit.
Forecasting cash in a way that informs decisions.
This is why fundraising feels different for our clients.
Your financials already hold up under scrutiny, and the answers investors want are prepped.
CPG finance is different.
Inventory, trade spend, distributor terms, and cash timing create risks that don’t show up in traditional financial reporting. Our work focuses on CPG-specific financial planning so founders can see and avoid expensive consequences early.
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Working with The CPG CFO
We act as a fractional CFO for CPG brands, providing CFO-level interpretation, forecasting, and decision support without the cost or commitment of a full-time hire.
The founders we work with are smart, scrappy, and moving fast, but the financial picture hasn’t kept up. We work alongside them, using the same files and tools to answer questions together.
We help translate messy inputs into decisions they can stand behind and help them prepare for what’s next -
growth decisions, cash constraints, and fundraising conversations.
When it’s time to talk to investors, very little is new:
The numbers make sense.
The story holds up.
And the hard questions have already been worked through.

