Trusted by 25+ founders
Ecommerce CFO services for high growth brands
We offer trusted Ecommerce CFO services built for 7-8 figure brands selling in the US. Gain financial clarity & scale smarter.
Reliable & actionable
Why Ecommerce brands choose CFO Expertise
Hey, I’m Jarrod Souza. I’ve been offering Ecommerce CFO services for 5+ years and I’ve been a CFO for big names like Michael Hyatt for 15+. I’ve seen the ins and outs of 7-8 figure brands that I’ll bring to your finances.
By working with CFO Expertise, you’re getting access to the top talent in Ecommerce finance. Our Ecommerce CFO services handle your finances from A to Z so you can scale smarter based on real data.
We’re solely focused on servicing Ecommerce & D2C brands selling primarily on Shopify and Amazon with revenue of $1M to $50M+ per year. If you’re an Ecommerce or D2C brand, we’re the perfect fit.
Years of industry experience
Revenue advised on
Ecommerce brands serviced
Helped clients save
Find your fit
CFO support by channel and need
Selling mostly on one channel, or still deciding whether a fractional CFO is right for you? These pages go deeper.
01
Shopify CFO services
For brands built on their own Shopify store, where repeat purchases and paid social drive the margin.
02
Amazon CFO services
For sellers who need referral, fulfillment and storage fees matched against what Seller Central pays out.
03
Fractional CFO services
How part-time CFO work is set up each month and how it stacks up against a full-time hire.
04
Plans and pricing
Three monthly plans with their meetings, communication channels and deliverables laid out side by side.
Financial analysis
Monthly financial performance review
CFO insights for growth and optimization of your Ecommerce business. An expert set of finance eyes on your finances every month.
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Identify growth opportunities
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Eliminate expensive waste
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Forecast a realistic future
Financial analysis
Monthly financial performance review
CFO insights for growth and optimization of your Ecommerce business. An expert set of finance eyes on your finances every month.
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Identify growth opportunities
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Eliminate expensive waste
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Forecast a realistic future
Finance dashboard
Custom Ecommerce CFO dashboard
All your Ecommerce financial metrics in one place. Data to make smarter growth decisions from.
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Revenue, expenses, profits, trends
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Ecommerce specific growth metrics
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Growth rates & comparisons
Finance dashboard
Custom Ecommerce CFO dashboard
All your Ecommerce financial metrics in one place. Data to make smarter growth decisions from.
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Revenue, expenses, profits, trends
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Ecommerce specific growth metrics
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Growth rates & comparisons
Ecommerce accounting
Reliable and accurate monthly bookkeeping
Our Ecommerce CFO services include Ecommerce accounting and bookkeeping handled for you by finance experts.
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Books delivered by the 10th each month
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Dedicated Ecommerce bookkeeper & accountant
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Accrual Ecommerce accounting
Ecommerce accounting
Reliable and accurate monthly bookkeeping
Our Ecommerce CFO services include Ecommerce accounting and bookkeeping handled for you by finance experts.
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Books delivered by the 10th each month
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Dedicated Ecommerce bookkeeper & accountant
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Accrual Ecommerce accounting
Margin math
See what one order really earns
Most founders know their revenue to the dollar. Far fewer know what a single order earns once every cost is counted. Here’s a worked example with round numbers.
On paper, $150 against a $50 CAC looks like a healthy 3 to 1. In practice it’s $28 on a $150 sale. That $28 is the number we put on your dashboard every month.
$150
What the order actually contributes
$28
Scope
What's included, and what isn't
Every plan starts with accrual books and a KPI dashboard. Higher plans add live review calls, Slack access and more project time.
Included
- Accrual bookkeeping and reconciliation, with books closed by the 10th
- A KPI dashboard covering contribution margin, CAC, LTV and payback
- A monthly review on a call, or a recorded Loom video on the entry plan
- Cash flow, working capital and revenue-stream analysis
- Exit-readiness strategy as part of the monthly retainer
Not included
- Tax preparation and filing, which stay with your CPA
- Financial audits, which an independent audit firm performs
- Running your ad accounts or producing campaign creative
- Catch-up bookkeeping, which we quote separately before work starts
Your stack
Works with the tools you already use
We keep books in QuickBooks Online, Xero or NetSuite and pull sales data from Shopify, Amazon and your other channels. Already set up? We work with what you have.
4 simple steps to get started
Our Ecommerce CFO services are easy to learn about, apply for, qualify, and get under way. Simply Book a Call to start the process.
1. Speak with us
2. Review your quote
3. Sign and start
4. Work with your CFO
What founders ask before they book a call
We already have a bookkeeper and a CPA. Why add a CFO?
Most of our sales come from Amazon. Are we a fit?
Is a CFO worth the fee at our size?
A top notch CFO you can trust
Brands are raving about our Ecommerce CFO services. We're on a mission to help 100s of D2C founders and owners. Will you be next?
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
Increase in company revenue
Fractional CFO, full-time CFO or bookkeeper only
Three ways growing D2C brands cover their finance function, compared on the work that changes decisions.
Insights & answers
FAQs about our Ecommerce CFO services
Find answers to the most common questions Ecommerce founders are asking before hiring us.
If you're an Ecommerce or D2C brand selling primarily on Shopify and/or Amazon, our Ecommerce CFO services were built 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 Ecommerce CFO service 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.
Our Ecommerce CFO services include 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 Ecommerce CFO 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. Our Ecommerce CFO services are 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.
Get started today
Book a free consultation
We'll analyze your finances together and see if it's a good fit.
A personalized CFO service committed to scaling your Ecommerce brand and helping you make smarter financial decisions.
Jarrod Souza
Founder & CEO
