Reliable Amazon CFO services for serious sellers
We offer highly touted Amazon CFO services built for 7-8 figure brands selling on Amazon. Gain financial clarity & scale smarter.
Reliable & actionable
Why brands on Amazon choose CFO Expertise
Hey, I’m Jarrod Souza. I’ve been offering Amazon CFO services for 5+ years and I’ve been a CFO for big names like Michael Hyatt for 15+. I’ve seen the ins and outs of 7-8 figure brands selling on Amazon that I’ll bring to your finances.
By working with CFO Expertise, you’re getting access to the top talent in Ecommerce finance for Amazon stores. Our Amazon CFO services handle your finances from A to Z so you can scale smarter based on real data.
We’re solely focused on servicing Ecommerce & D2C brands selling primarily on Shopify and Amazon with revenue of $1M to $50M+ per year. If you’re an Ecommerce or D2C brand selling on Amazon, we’re the perfect fit.
Years of industry experience
Revenue advised on
Ecommerce brands serviced
Helped clients save
The Amazon problem
Where Amazon money goes missing
01
Payouts that don't match the books
Amazon pays out on its own schedule, net of fees and refunds. We record each sale in the month you earned it, so your monthly profit follows real performance instead of the payout calendar.
02
Margin that disappears after fees
03
Cash locked in inventory
In my experience, inventory cash leaves 30 to 120 days before the sale. We build your forecast around reorder timing, so you see what a big purchase order does to cash before you place it.
Financial analysis
Monthly financial performance review
CFO insights for growth and optimization of your Amazon store. An expert set of finance eyes on your Ecommerce finances every month.
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Identify growth opportunities
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Eliminate expensive waste
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Forecast a realistic future
Financial analysis
Monthly financial performance review
CFO insights for growth and optimization of your Amazon store. An expert set of finance eyes on your Ecommerce finances every month.
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Identify growth opportunities
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Eliminate expensive waste
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Forecast a realistic future
Finance dashboard
Custom Ecommerce CFO dashboard
All your Ecommerce & Amazon financial metrics in one place. Data to make smarter growth decisions while selling on Amazon.
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Revenue, expenses, profits, trends
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Amazon specific growth metrics
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Growth rates & comparisons
Finance dashboard
Custom Ecommerce CFO dashboard
All your Ecommerce & Amazon financial metrics in one place. Data to make smarter growth decisions while selling on Amazon.
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Revenue, expenses, profits, trends
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Amazon specific growth metrics
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Growth rates & comparisons
Amazon accounting
Reliable and accurate monthly bookkeeping
Our Amazon CFO services include Ecommerce accounting and bookkeeping for your Amazon store handled for you by finance experts.
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Books delivered by the 10th each month
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Dedicated Ecommerce bookkeeper & accountant
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Accrual Ecommerce accounting
Amazon accounting
Reliable and accurate monthly bookkeeping
Our Amazon CFO services include Ecommerce accounting and bookkeeping for your Amazon store handled for you by finance experts.
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Books delivered by the 10th each month
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Dedicated Ecommerce bookkeeper & accountant
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Accrual Ecommerce accounting
Unit math
What one Amazon sale leaves you
Seller Central shows the sale price. Here’s one unit traced to what you actually keep, using round numbers.
A $40 sale becomes $9 of contribution margin, the money left to pay for overhead and profit. Your fees depend on category, size and storage time, so we run this with your real numbers every month.
$40
$9
Scope
What's in scope, and what stays out
One flat monthly retainer covers the core work. Anything outside it gets quoted up front, before we start.
In scope
- Accrual books ready by the 10th, with full reconciliation of bank and card accounts
- A KPI dashboard tracking contribution margin, CAC (customer acquisition cost), LTV (lifetime value) and payback
- A monthly review call, or a Loom walkthrough on the Essential plan
- Working capital, customer economics and revenue stream analysis
- Exit-readiness strategy
Out of scope
- Tax returns and tax planning, which stay with your CPA
- Catch-up or cleanup bookkeeping, quoted separately
- Special projects beyond the normal monthly work
- Hands-on deal support through a sale, billed separately
4 simple steps to get started
Our Amazon CFO services are easy to learn about, apply for, qualify, and get under way. Simply Book a Call to start the process.
1. Speak with us
2. Review your quote
3. Sign and start
4. Work with your CFO
Your team
Who does the work, and in which systems
Your finance team
- Jarrod or a dedicated CFO leads strategy and big decisions
- Bookkeepers, accountants and a controller run the monthly close
- Every report gets two reviews before your CFO signs off on it
- Questions get an answer within one business day, usually in a few hours
Systems we work in
A top notch CFO you can trust
Brands are raving about our Amazon CFO services. We're on a mission to help 100s of Amazon sellers. Will you be next?
An absolute godsend for our business. Has completely transformed visibility into our analytics.
Danielle Gronich
ClearSTEM
Increase in customer growth rate
It was a big jump...a big investment and I honestly wish I could go back and tell myself to do it sooner.
Kat Receveur
Gold Hinge
Saved in operational costs
With their expertise, we’ve finally gained the clarity and consistency to confidently navigate our financials.
Brian Bogert
Brian Bogert Companies
Increase in company revenue
Before you book
Questions Amazon sellers ask first
Do you prepare our tax returns?
Our bookkeeper already knows Amazon. Why add a CFO?
We sell on Shopify too. Can you handle both?
Yes. Both channels go into one set of books, and we can break out margin by channel on your dashboard.
Compare your options
A fractional CFO, an in-house CFO or a bookkeeper
Insights & answers
FAQs about our Amazon CFO services
Find answers to the most common questions Amazon sellers are asking before hiring us.
If you're an Ecommerce or D2C brand selling primarily on Amazon and/or Shopify, our Amazon CFO services were built specifically for you. We have 10+ years of experience catering to Ecommerce CFO needs and we hold that as our primary focus when helping companies. We're entrepreneurs ourselves so we understand what it's like to scale companies and we apply that first-hand knowledge to helping with your finances.
Most DTC and Ecommerce brands selling on Amazon pay between $3k–$10k per month depending on the complexity and scope of CFO work. The right way to look at it is ROI: a good Amazon CFO service should save you multiples of their fee by preventing mistakes, improving cash flow, and unlocking growth. That's what we aim for at CFO Expertise for all our Amazon store clients.
Our Amazon CFO services include accrual-based financials by the 10th of the month, complete with a full KPI dashboard. The finance dashboard includes COGS, contribution margin, CAC, LTV, payback, shipping costs, and overhead trends (depending on what package you sign up for). We'll meet with you to review the financials, provide insights for future growth, and make suggestions based on the data. In addition, we take on financial projects as they come up for one-time fees on top of your monthly package.
This depends on the Amazon CFO package that you sign up for. For the majority of our clients, we meet 1-4+ times each month to review financials and work on special projects. For our most basic package, there aren't any scheduled meetings each month. Instead, you receive a monthly video walkthrough of your dashboard from your CFO. Additional meetings can always be purchased for a one-time fee.
At CFO Expertise, we cater primarily to high-growth Ecommerce and DTC brands doing $1M–$50M+ in revenue that sell on Amazon and/or Shopify and need financial clarity and cash flow discipline. Our Amazon CFO services are most ideal for founders who are great at sales and brand-building, but want a strategic partner to connect finance, marketing, and ops.
Yes, of course! A high percentage of our Ecommerce clients are scaling toward acquisition or private equity. We help you clean up financials, structure your data room, maximize EBITDA, and model valuations. The goal is simple: make you look bulletproof to buyers.
Other ways we work with brands
Shopify brands
Multichannel ecommerce
Part-time CFO leadership
Plans
Get started today
Book a free consultation
We'll analyze your finances together and see if it's a good fit.
A trustworthy CFO service committed to growing your Amazon store and helping you make smarter financial decisions.
Jarrod Souza
Founder & CEO
