Partner and grow together
We collaborate with Ecommerce service providers, software companies, and influencers to build mutual awareness. A win-win!
Trusted & reliable
We take our partnerships seriously
We strive to help businesses in the Ecommerce industry grow through our network of 7-8 figure D2C brands.
We envision working with 100s of Ecommerce service providers, software companies, and influencers to raise awareness for each other.
We highly value communication, following through on what we say, transparency, and a consistent cadence working together.
Leadership Team
Meet the team you'll partner with
15+ years in Ecommerce. Proven financial expertise as CFOs. Hands-on experience as entrepreneurs. Growth mindset.
Jarrod Souza
CEO & CFO
A CFO for 15+ years working with big names like Michael Hyatt. Ecommerce & D2C finance obsessed.
Nathan Hirsch
Owner
Sold $25M on Amazon with Connor Gillivan, scaled FreeUp to $12M and an exit. Sales & customer driven.
Connor Gillivan
Owner
The marketing brain behind FreeUp, EcomBalance, TrioSEO, CFO Expertise, & more. SEO & digital marketing passion.
Partner opportunities
Elevate your marketing
Grow your business with a partner you can trust and that caters to the same customer.
Reliable & accurate
An Ecommerce CFO
trusted by 25+ brands
Hey, I’m Jarrod Souza. Longtime CFO for eCommerce brands and big names like Michael Hyatt. My goal is to build partnerships that are win-wins for both of us.
At CFO Expertise, we specialize in helping clients understand their financials better so they can scale more efficiently. We combine our expert CFO knowledge with custom Ecommerce finance dashboards.
We’re dedicated to Ecommerce & D2C brands selling primarily on Shopify and Amazon with revenue of $1M to $50M+ per year. If you have a similar ideal customer, we’re a perfect fit for partnering.
Years of industry experience
Revenue advised on
Ecommerce brands serviced
Helped clients save
Insights & answers
Common partner questions & answers
We're focused on win-win partnerships. Ask us anything and we'll answer honestly.
We cater specifically to Ecommerce and D2C brands selling primarily on Shopify and/or Amazon. 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.
Our goal is to collaborate on a quarterly or bi-yearly basis. We ask that you reply within 1 business day when we reach out for collaborations and that you put your best effort forward with communication. When it comes to actual work, it will depend on what we collaborate on. The actual work ranges from newsletter exchanges to blog swaps to making referrals to shouting each other out on social media.
CFO Expertise was built to cater to 7-8 figure Ecommerce and D2C brands. Whether they're in health supplements, beauty, fitness, homeware, sporting goods, or leisure, CFO Expertise can cater to their Ecommerce growth needs. Depending on where the brand is, we'll suggest a custom plan best fit to help in their specific Ecommerce growth stage. As a Partner, we require that you have a similar ideal customer profile so we know it's a win-win to work together.
Corinne will be your main point of contact for all things Partner related. In addition, you'll meet others on the marketing team in different situations depending on what we collaborate on. Corinne will handle all communication and reply quickly to all ideas, questions, and concerns that you send to us.
No, it's free to be a CFO Expertise. However, we are picky with who we accept and decide to partner with long term. We reserve our Partner Program to businesses that are serious about consistent collaborations together and that want to refer business to one another.