Trusted by 25+ Shopify stores
Reliable Shopify CFO services for D2C brands
We offer highly reviewed Shopify CFO services built for 7-8 figure brands selling on Shopify. Gain financial clarity & scale smarter.
Reliable & actionable
Why brands on Shopify choose CFO Expertise
Hey, I’m Jarrod Souza. I’ve been offering Shopify 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 selling on Shopify that I’ll bring to your finances.
By working with CFO Expertise, you’re getting access to the top talent in Ecommerce finance for Shopify stores. Our Shopify 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 selling on Shopify, we’re the perfect fit.
Years of industry experience
Revenue advised on
Ecommerce brands serviced
Helped clients save
Financial analysis
Monthly financial performance review
CFO insights for growth and optimization of your Shopify store. An expert set of finance eyes on your Ecommerce 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 Shopify CFO dashboard
All your Ecommerce & Shopify financial metrics in one place. Data to make smarter growth decisions while selling on Shopify.
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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
Shopify accounting
Reliable and accurate monthly bookkeeping
Our Shopify CFO services include Ecommerce accounting and bookkeeping for your Shopify store 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
How it works
What a month with us looks like
Same rhythm every month, so you always know when your numbers land.
The 1st
By the 10th
Your review
All month long
Your dedicated CFO and accountant answer questions by email, plus Slack on the higher plans. We aim to reply within 1 business day.
3× REVIEWED
Before any report reaches your CFO, two people on our team have already reviewed it. Then your CFO checks it again.
What a "10% fee" on Shopify Capital really costs
Quick capital looks cheap because the fee is fixed. The time you take to pay it back isn’t. Here’s the math I walk founders through on a 10% flat fee.
Weighing an advance? Bring it to your monthly review and we’ll run it against your cash flow. Illustrative math only: your own offer sets your real rate.
Scope
What your plan covers
Included every month
- Accrual bookkeeping, with every bank and credit card account reconciled
- A KPI dashboard tracking contribution margin, cost of goods sold (COGS), customer acquisition cost (CAC), payback and lifetime value (LTV), depending on your plan
- Working capital, customer economics and revenue stream analysis
- A monthly review by call or recorded video
Quoted separately
- Catch-up or clean-up bookkeeping, priced before we start
- One-off projects outside the normal scope
- Extra meetings beyond what your plan includes
Not something we do
- Tax preparation or filing. Your CPA keeps that work, and we work alongside them.
Your stack
Works with the tools your store already runs on
Your books live in QuickBooks Online, Xero or NetSuite. Your sales come from Shopify, plus Amazon or anywhere else you sell. We work across all of them.
4 simple steps to get started
Our Shopify 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 Shopify founders ask before they book a call
We already have a bookkeeper. Why add a CFO?
Our books are a mess. Is that a problem?
Do you file our taxes?
Are we locked into a long contract?
A top notch CFO you can trust
Brands are raving about our Shopify CFO services. We're on a mission to help 100s of Shopify store 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
Keep exploring
More ways we help ecommerce brands
Selling beyond Shopify, or still comparing options? These pages go deeper.
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Ecommerce CFO services
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Amazon CFO services
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Fractional CFO services
How part-time CFO support is set up month to month.
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Plans and pricing
Three monthly plans, with meetings and deliverables side by side.
Contribution margin calculator
Insights & answers
FAQs about our Shopify CFO services
Find answers to the most common questions Shopify store owners are asking before hiring us.
If you're an Ecommerce or D2C brand selling primarily on Shopify and/or Amazon, our Shopify 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 selling on Shopify 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 Shopify 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 Shopify store clients.
Our Shopify 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 Shopify 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 Shopify 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 trustworthy CFO service committed to scaling your Shopify store and helping you make smarter financial decisions.
Jarrod Souza
Founder & CEO
