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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. […]
Many financial projections for startups miss founder pay and inventory deposits. Here’s how to build a 3-year model that holds up to investor questions.
Most omnichannel ecommerce strategy advice counts revenue. Learn the margin test I run before a Shopify brand adds Amazon, wholesale, or retail channels.
Build an Amazon ecommerce strategy around what each unit keeps after fees, ads, storage, and payout timing. Then decide what role the channel should play.
A fractional CFO for startups that hold inventory should start with cash timing. See what to hand over at each revenue stage and how the pricing tiers compare.
Weighing controller vs CFO for your ecommerce brand? One keeps the numbers right, the other turns them into decisions. Find out which gap costs you more.
A SaaS CFO knows ARR and churn, but can they model inventory, landed cost, and cash tied up in POs? See what transfers to a DTC brand and what to test.
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 […]
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.