💼 CFO Advisory

CFO & Advisory Services for E-Commerce.

Strategic financial leadership when you need it. Financial strategy, fundraising support, and board-level reporting.

CFO Advisory Services

• Strategic partner to pressure-test your business model
• Board-ready reporting and investor materials
• Fundraising support from due diligence to close
• Expert guidance on unit economics and scaling

Financial Strategy Fundraising Support Board Reporting M&A Advisory

Sound Familiar?

No Strategy

You're so focused on operations you can't think strategically about finance.

✓ Dedicated strategic advisory to own your financial direction

Board Anxiety

Preparing for board meetings is stressful and time-consuming.

✓ Professional board packages and presentation support

Fundraising Gaps

You don't have the materials or metrics investors expect.

✓ Investor-ready financials and pitch support

How We Work Together

1

Assess

Deep dive into your financials and strategic goals.

2

Plan

Develop financial strategy and reporting cadence.

3

Execute

Ongoing strategic support and stakeholder management.

CFO Advisory for Your Industry

We tailor our approach to the unique needs of your business.

💻

SaaS

MRR/ARR

🛒

E-Commerce

Gross Margin

👔

Professional Services

Utilization Rate

🏥

Healthcare

Days in AR

🚀

Startups

Burn Rate

🏗️

Construction

Job Margin

🍽️

Restaurants

Food Cost %

🏢

Real Estate

NOI

🏭

Manufacturing

Gross Margin

❤️

Nonprofits

Program Expense Ratio

CFO Advisory for E-Commerce

Inventory, COGS, multi-channel reconciliation. We understand the unique financial challenges of e-commerce businesses.

Key Metrics We Track:
Gross Margin • Inventory Turnover • CAC • Average Order Value
Talk to a E-Commerce Expert

Serving Businesses Nationwide

Based in Boston, we work with companies across the country.

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