top of page

The CPG CFO Monthly Packages

The CPG CFO is your strategic finance partner for a fraction of the cost of a full-time hire.

The role of the CFO is to lead finance and accounting people, processes, and technology and help you prepare for the future.

Image by Mockup Graphics

Sprout

  • Monthly CFO mindset-focused calls (1-hour) discussing:

    • Fundraising

    • Finance & forecasting

    • Accounting

    • Technology/integrations/data 

    • Leadership

  • Option to add special projects

Snag_6c66e29.png

Growth

  • Excel-based P&L modeling

  • Cash flow forecasting

  • Two CFO calls (1-hour) per month

  • Monthly financials review

  • Tax planning (periodic coordination with tax CPA)

  • Emails and ad-hoc assistance

Snag_6caa66b.png

Scaling

  • Includes everything in Growth Stage package, plus options for:

  • More frequent calls

  • Technology project oversight

  • Cross-functional coordination

  • Audit/Review support

  • Due diligence support

Already have a bookkeeper? That's perfect. If not, I can help you choose one.

Frequently Asked Questions
  • What if I'm not ready for a monthly package? I'd like to get to know you first.​

    • For smaller brands, I can offer a finance transformation project, including a model and conversion to accrual-basis accounting. You can come back for a monthly package when you're ready.​

  • Do you have partnerships?

    • I have certain service providers that I have experience with, but I do not ever take money from anyone in relation to my clients that my clients don't know about. If I am offered a kick-back by a service provider for a referral, I will simply pass it to you, the client, as a discount. I consider myself a fiduciary, with a primary duty to my client's best interest.

  • I don't think I can afford this.

    • The most important first step is getting good bookkeeping in place. Once you are growing and feel like you need additional coaching and help, you​ may want to invest in a fractional CFO. Please follow me on LinkedIn or check out my blog for learnings you can implement yourself!

  • What is special about you?

    • I am the type of strategic partner that thinks about​ you when I'm sitting in traffic. I will send you blogs, books, TV shows, etc., that I think will help you and bring these things up during our calls. I spent a lot of time on my education and in public accounting learning and continue to learn as much as I can over time, with goals of sharing that knowledge and strategic insights with you. Community and growth are my core values.

  • How can I know you will help me grow?

    • Growth is one of my core values, so it will be a huge focus of our time together. My goal is always to make the relationship tremendously cash-flow-positive.

Select Past Projects

Heritage-inspired Ginger Beer: Finance and Technology Assessment

Balance sheet health, profitability ratio analysis, cost-saving analysis. Accounting improvement recommendations for channel contribution margin, compliance assessment, and fundraising recommendations. Assess technology integrations, optimize FP&A software, and build project plan for inventory management optimization project.

Craft Soda Company: Financial Modeling and Equity Raise Support

Coordinate closely with founder and COO to determine scaling costs to build channel-specific three statement, five-year financial model for fundraising support. Model cash requirements along path to profitability and coach founder on finance and accounting concepts. Provide support during investor meetings and due diligence.

US Operations of UK-Based Pet Health Care Products

Manage NetSuite ERP implementation & onboarding for US operations. Manage ongoing monthly accounting - transaction processing (vendor bills, customer invoices, Shopify & Amazon sales, expense reporting), month-end close with balance sheet reconciliation, and delivery of dimensional trial balance for consolidation to parent company. 

My Clients Say

Narell.jpg
"I made the best decision for my startup when I chose to work with Abby. Preparing to pitch my business to investors, I realized the importance of thoroughly understanding my financials. Thanks to Abby, I now approach my financials—and my first fundraising round—with newfound confidence. Her expertise as a CFO and CPA has been invaluable to my startup's success."

Narell Vasquez, Founder & Product Creator at Full of Beans Kitchen

bottom of page