Helping your business succeed.

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We’re here to help you thrive.

The vast majority of CPG startups fail in spectacular fashion. It is easy to have an idea, but the demands from distributors, retailers, and co-packers often come as a rude shock. In order to succeed, you need experienced guidance.


We have 15 years of C-suite level experience in CPG and can advise you on all aspects of your business to make sure you reach your goals.


Most Fractional CFOs are simply CPAs who decided they wanted to make more money as a Fractional CFO. Deep industry experience is required in order to avoid the pitfalls in CPG.


As a small business, you may not be able to match the expertise that your larger competitors have in cash-flow projections, forecasting, raising capital, and systems. We’re here to give you that big-company advantage. Sometimes understanding what a potential hire or a new SKU will do to your cash runway can be a relief.


I want to understand what is keeping you up at night and fix it.


To read more, visit the About page. To read answers to frequent questions about the process, visit the FAQ. Or click the button below to read about the services we offer to keep you on track.


What services do we provide?

We offer a wider range of services than most Fractional CFOs. Our goal is that you should be strong in many areas.

Strategy

Give CFO-level advice to ensure your success. Because we have run all aspects of CPG businesses, this is wide-ranging. Most Fractional CFO firms will just give you a package of monthly reports.

Cash-Flow Forecasts

If you have a functioning infrastructure, meaning business processes to enter invoices and bills and to estimate future expenditures, we can provide a forecast of your cash balances. We use Cash Flow Tool for this.

Business Forecasting

We will create a model of your business that you can use for investor presentations and to run your business.

Capital Raises

After we become comfortable with your business, we will assist in creating presentations for investors, introducing you, and negotiating terms. Please note that for early-stage companies, the best source of capital is people who believe in you.

Business Intelligence

Data is useless without the ability to view and analyze it. We will provide ways for you to view the information available to use to make more useful decisions.

Talent

We have a large network of professionals we can introduce you to for sales, operations, and finance.

Systems

We can recommend, integrate and implement ERP, CRM, Email, and other types of business systems .

Accounting Supervision

We will supervise your accounting staff.

Partnerships & Collaborations

We are honored to partner with these organizations.

Causal
QuickBooks Online Payroll
Intuit Quickbooks
SOS Inventory
Oregon Entrepreneurs Network
Glimpse

Read Our Blog

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This is a selection of featured articles. For the full list, choose Blog from the main menu or View all posts to the left.

CPG Success Factors

CPG Success Factors

Explore how a Fractional CFO can improve your chances of success through product-market fit, competitive margins, and innovative forecasting. Don't become a statistic!

Your Cash Runway

Your Cash Runway

Discover how cash flow forecasting prevents insolvency and ensures financial stability. Learn about how a Fractional CFO can help manage short-term cash flow.

You may not need an ERP system

You may not need an ERP system

Discover ERP challenges and benefits for CPG manufacturers, plus the advantages of a best-of-breed approach to integrating essential business functions effectively.

Where to get money

Where to get money

Explore early-stage equity and debt financing options for startups, from personal funds and angel investors to SBA loans and venture capital. Learn how to strategically fund your business and avoid common pitfalls.

Get Started

Tell us what you need to kick your business into high gear.