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Discover a wealth of finance materials built for 7-8 figure Ecommerce & D2C brands. Written by Jarrod Souza, a CFO with 15+ years experience.
5 Ways to Bring Financial Clarity to Your eCommerce Business Is your eCommerce business making strategic decisions based on flawed financial data? At CFO Expertise, we helped one client grow from $8 million to $25 million in annual revenue simply by improving their financial clarity. Here’s how you can do the same. […]
In the Federal Reserve’s 2024 Small Business Credit Survey, 51% of small employer firms named uneven cash flows as a financial challenge. Even more, 56%, said paying operating expenses was a challenge. Most of those owners had plenty of data. What they were missing was one page that told them whether they could afford next […]
Does your ecommerce dashboard say you just had a record month, while your bank balance tells a very different story? You’re not imagining the gap. Most dashboards are built to show what the store sold and what the ads reported. Very few are built to show what you kept. Revenue sits at the top in […]
FedEx list rates go up an average of 5.9% on January 4, 2027, according to FedEx’s own rate change notice. The surcharge tables move on the same day. Your “free shipping over $50” banner won’t move at all. Neither will the prices your customers already know. So every carrier increase, every heavier box, and every […]
The average general retailer in the US keeps about 5.6 cents of net profit from every dollar of sales. That figure comes from NYU Stern’s January 2026 margin data, and it surprises most of the founders I show it to. Most ecommerce founders know their gross margin to the decimal. Far fewer know what an […]
Most founders choose D2C ecommerce software the way they choose a new pair of running shoes. They compare features, read a few reviews, and buy what everyone else seems to be wearing. I look at software from the other side of the ledger. Every tool in your stack is a recurring cost, and every tool […]
How fast can your brand grow before the bank account starts to push back? Most founders never ask that question. They ask how fast they can grow sales, set an aggressive target, and find out about the cash problem around month four. As I put it on LinkedIn: “You hit $2M, push hard to get […]
The Bureau of Labor Statistics puts the 2025 median pay for financial managers at $166,570 a year. Accountants and auditors come in at $83,680. That gap of nearly double tells you these are two different jobs. Founders still lump them together. “My CPA handles the finance side” is one of the most common lines I […]
One of the brands we work with had a month that looked like a record. Revenue hit $2M, and every marketing target came in on plan. Then we closed the books. As I later summed it up on LinkedIn: “$2M in revenue. Every marketing target hit. $108K loss.” Fulfillment costs had crept up, returns ran […]
A founder came to us running a $4M brand where cash was always tight. Sales were growing, the ads were working, and the bank account still felt like it was one bad month from empty. We slowed them down for 60 days first. We cleaned up the books, fixed inventory timing, and found $180K sitting […]
About the author Jarrod Souza is the founder and CFO of CFO Expertise, where he leads finance for ecommerce and DTC brands scaling into eight figures. Over 15+ years in the seat, including as CFO of Michael Hyatt and Company, he has sat on both sides of the CFO interview table. He is not a […]
Give us a call or fill in the form below and we will contact you. We endeavor to answer all inquiries within 24 hours on business days.