The CPG CFO Monthly Packages
The CPG CFO is your strategic finance partner and will help you Win the CASH FIGHT
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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TM
Sprout
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Monthly CFO mindset-focused calls (1-hour) discussing:
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Fundraising
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Finance & forecasting
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Accounting
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Technology, integrations, and data
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Leadership
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Option to add special projects
Growth
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Excel-based P&L modeling
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Cash flow forecasting
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Two CFO calls (1-hour) per month
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Monthly financials review
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Tax planning (periodic coordination with tax CPA)
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Emails and ad-hoc assistance
Scaling
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Includes everything in Growth Stage package, and options for:
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More frequent calls
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Technology project oversight
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Cross-functional coordination
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Audit/Review support
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Due diligence support
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Already have a bookkeeper? That's perfect. If not, I can help you choose one.
Frequently Asked Questions
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What if I'm not ready for a monthly package? I'd like to get to know you first.​
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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.​
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Do you have partnerships?
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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.
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I don't think I can afford this.
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What is special about you?​
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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.​
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How can I know you will help me grow?​
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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.
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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
"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