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Here to Support Your Success

We know every business is different. Our expertise in CPG and E-Commerce, along with cutting-edge technology, will help you make the right choices at the right time.

Always be investor-ready and one step ahead.

Colleagues at Work

Accounting & Bookkeeping Services

Empowering Your Growth with Expert Financial Services

Our CPG and E-Commerce accountants specialize in working with high-growth companies.

We have a dedicated team that will work closely with you. Ensuring exceptional service and solutions to meet your needs
Here's what you can expect from working with us:

Accurate

financials

Get monthly P&L, Balance Sheet, and Statement of Cash Flow reports that offer insight into your company’s financial health and reveal the best paths to growth

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Inventory Reconciliation

We deliver precise alignment of your inventory records with reported costs of goods sold, enhancing transparency and accuracy in financial reporting.

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Profitability by Sales Channels

Know which sales channels are most profitable with our advanced analytics, helping you optimize both D2C and retailer sales strategies.

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Chart of

Accounts

Our investor-approved Chart of Accounts is specifically designed for e-commerce and CPG companies and is meticulously aligned with industry best practices.

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Bill Pay

& Payroll

Simplify your operations with automated solutions that ensure accuracy and compliance.

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Automated Chargeback and Deduction

Constant deductions can eat into your profits. Our firm specializes in safeguarding your bottom line with tailored deduction expertise.

CFO Advisory Services

Gain the benefit of CFO-level advisory without the 6-figure salary. We’re strategic partners in your growth and provide detailed financial analysis, strategic planning, and KPI tracking—all aligned with your specific growth goals.

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Custom-built Strategies

Leveraging the latest technology and insights, we craft strategies that help ensure you thrive and stay competitive.

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Budgeting & Forecasting

We craft detailed models that enable robust budgeting and dynamic forecasting, helping you navigate future uncertainties with confidence.

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Cash Flow Forecasting

Our Cash Flow Forecasting provides a detailed view of your cash operations and equips you to optimize liquidity, reduce risks, and support decision-making.

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KPI Tracking & Benchmarking

We help you define and monitor KPIs. Our industry benchmarking helps you see how you stack up against competitors and where to improve.

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Fundraising Support

We ensure you're fully prepared for fundraising, position your business as a compelling case to investors, and facilitate successful capital acquisition.

Technology & Automation

We set up and manage the software and workflows your organization needs to reduce costs, increase efficiency, and stay competitive with discounts from our partners.

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Tech Stack Setup & Implementation

Transform your stack with our expertly customized and integrated accounting technologies to improve efficiency, accuracy, and solutions at scale.

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Financial Systems Training

We train your team on your stack’s new capabilities, ensure your systems integrate seamlessly, reduce manual labour and enhance transparency.

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Ongoing Support

We provide ongoing management of your stack to ensure it continuously meets your business needs. This includes regular updates, optimizations, and troubleshooting to keep your systems efficient and your financial data transparent and accessible.

Ready to propel your business forward? Let’s get started.

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