Core Capabilities

CPG chart of accounts, defining net revenue and gross margin, and how to treat COGS and inventory are essential to establish earlier in the life cycle of a company. We have spoken with many VCs, family offices, and service providers to put together an accurate financial statement structure and set of SOPs to ensure companies and stakeholders have clear visibility into a company. Our bookkeeping partners work alongside us on a daily basis to ensure all operating activities are in sync to produce accurate – and timely – financial statements.

Our founders have spun out a deduction management service offering to help manage KEHE and UNFI deductions. As we all know, navigating various PDF documents and making sense of all billbacks that are being charged to your company is difficult, time-consuming, and stressful. We provide the necessary visibility to break down each payment made by KEHE and UNFI, as well as provide your accounting team the GL entries that should be made on your income statement in order to properly book deductions to gross revenue.

We have partnered with some of the industry’s leading direct-to-consumer fulfillment service providers to achieve scale with or clients. Utilizing proprietary route mapping algorithms and negotiating excellent buy rates with shipping carriers, we are able to deliver unmatched shipping rates and the highest quality of service for your fulfillment and shipping needs.

Building a business from the ground up relies just as much on the strength of its leaders as it does on the quality of its product and strategy. Our in-house coach is a three-time startup executive who has been in your shoes and understands the unique challenges leaders of rapidly scaling businesses face. Her approach is a hybrid of coaching, communications training, leadership development, and strategic advising that can support executives one-on-one or drive collaboration and effectiveness when brought in to support your overall leadership team.