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The CPG CFO Monthly Packages

The CPG CFO is your strategic finance partner along the CEO Maturity Curve™ 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.

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Sprout

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

    • Fundraising

    • Finance & forecasting

    • Accounting

    • Technology/integrations/data 

    • Leadership

  • Option to add special projects

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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

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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

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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.

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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.

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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

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"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

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