Scale smarter with a CFO
We built CFO Expertise to help 7-8 figure Ecommerce & D2C brands better grasp their financials and use them to their advantage.
Values & Culture
We treat your business as if it were our own
We strive to strengthen your financial prowess, growth roadmap, and forecasting through sound financial insights & analysis.
We aim to help 100s of Ecommerce & D2C brands reach their financial goals and become the best known Ecommerce CFO in the industry.
We highly value communication, results for our clients, transparency, and a hands-on experience with real progress.
Leadership Team
Meet the team driving growth
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.
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 optimize your finances and reach your profitability goals.
At CFO Expertise, we specialize in helping you understand your financials better so you 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. We’re experts in Ecommerce financials from our 10+ years of experience.
Years of industry experience
Revenue advised on
Ecommerce brands serviced
Helped clients save
Services and solutions
Elevate your finances
Grow your Ecommerce business with financial expertise from our 15+ years as a CFO.
Insights & answers
Learn more about our story & owners
We're an open book. Ask us anything. We're glad to share and provide insights.
If you're an Ecommerce or D2C brand selling primarily on Shopify and/or Amazon, CFO Expertise was founded 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.
Jarrod has been a CFO for 15+ years working with big names like Michael Hyatt. Today, he works with 25+ Ecom brands as their fractional CFO. Professionally, he's worked in a variety of industries as a CFO and entrepreneur: direct mail, oil services, Ecommerce, global manufacturing, and more. After seeing the struggle Ecommerce brands go through with their finances, he decide there must be a better way. Enter CFO Expertise.
CFO Expertise was built to cater to 7-8 figure Ecommerce and D2C brands. Whether you're in health supplements, beauty, fitness, homeware, sporting goods, or leisure, CFO Expertise can cater to your Ecommerce growth needs. Depending on where your brand is, we'll suggest a custom plan best fit to help in your specific Ecommerce growth stage.
Jarrod will be your main point of contact for all things CFO related. In addition, you'll be supported by the CFO Expertise team for accounting and bookkeeping related work. We work as a unified and transparent team to help achieve your Ecommerce growth goals.
After Jarrod scaled CFO Expertise from 2020 to 2025, he decided it was time to bring on additional partners to help scale the company further. Nathan and Connor are longtime business partners in the Ecommerce space. They've sold $25M on Amazon, built FreeUp to $12M ARR with an exit, and run a portfolio of companies catering to Ecommerce brands. They bring a sales and marketing expertise that allows Jarrod to stay focused on providing the best possible experience for CFO Expertise clients.