Smart Bookkeeping for Smart Sellers
Strategic financial guidance for growing eCommerce businesses. Starting at $599/month.
Growing an eCommerce business requires more than just bookkeeping—it requires strategic financial guidance. Our CFO Advisory service provides access to experienced financial strategists who work with you on planning, forecasting, and optimizing your business for sustainable growth.
Think of us as your part-time CFO, providing strategic financial guidance on:
Our CFO Advisory pricing is customized based on your business complexity and needs:
| Service Level | Monthly Price | Best For | Includes |
|---|---|---|---|
| Growth Advisory | $599/mo | Growing businesses, $500K-$2M revenue | Monthly calls, financial planning, basic forecasting |
| Scaling Advisory | $899/mo | Scaling operations, $2M-$5M revenue | All above + advanced forecasting, optimization |
| Strategic CFO | $1,299/mo | Complex operations, $5M+ revenue | All above + quarterly strategy, capital planning |
| Executive CFO | Custom | Large-scale, multi-entity operations | Full C-suite support, dedicated CFO |
Strategic financial planning identifies growth opportunities and helps you scale efficiently.
Leverage our experience to avoid common financial pitfalls in eCommerce scaling.
Identify cost optimization opportunities and pricing strategies to improve bottom line.
We prepare financial documentation and strategy to support investor and lender relationships.
Set realistic financial goals and roadmaps aligned with your business vision.
Tap into CFO-level financial expertise without hiring a full-time executive.
We conduct a comprehensive review of your current financial position and business model.
We develop a customized financial strategy aligned with your growth goals.
We create detailed financial plans, projections, and scenario modeling.
Regular strategic calls to review performance, adjust strategy, and address challenges.
We guide implementation of strategies and provide ongoing optimization.
Bookkeeping is about recording transactions. CFO Advisory is about strategic planning, forecasting, and optimization to grow your business profitably.
We work with businesses at all revenue levels. We can discuss a custom plan based on your current stage and growth goals.
Minimum monthly calls included. Many clients do bi-weekly or weekly check-ins for active phases of growth or planning.
Yes! We prepare financial projections and documentation to support funding conversations with investors and lenders.
We provide strategic guidance and recommendations. Implementation is typically your responsibility, though we can guide the process.
Our advisory service provides CFO-level strategy without the full-time cost. For very large operations, we can recommend when to hire a dedicated CFO.
Strategic planning helps businesses accelerate revenue growth while maintaining profitability.
Optimization strategies typically improve profit margins by 10-25% within 6 months.
Businesses have clear financial targets and strategies aligned with leadership vision.
Clients with strategic plans and projections are more successful in securing capital.
Strategic planning identifies and mitigates financial risks before they become problems.
Financial processes and systems scale efficiently as the business grows.
Access CFO-level financial strategy to accelerate your growth. Schedule a consultation to discuss your business goals and growth strategy.
Schedule Your CFO Consultation →