Book CFO consultation
Review your Ecommerce finance situation with us, get financial recommendations, and ask any questions.
Start a smarter financial future. Meet with us today.
Book a time, share info about your business, and we'll chat.
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1. Speak with us Book a time for a free consultation.
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2. Review your quote Custom proposal for your Ecom business.
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3. Sign and start Onboard with ease and efficiency.
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4. Work with your CFO Ongoing financial advice every month.
Insights & answers
Got a question?
We've got you.
We often hear these questions from Ecommerce & D2C founders. Have others? Book a call to chat.
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.
Most DTC and Ecommerce brands 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 CFO 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 Ecommerce clients.
We deliver 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 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 Shopify and/or Amazon and need financial clarity and cash flow discipline. We're 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.
We're trusted by Ecom brands
Have confidence hiring us that we're financial experts in the Ecommerce & D2C space. We help you scale smarter every step of the way.
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