Data can be messy.
Your finances shouldn’t be.

Help your omni-channel CPG business scale faster by turning raw data into actionable insights.

Access CFO-level thinking without the full-time cost.

Our Services.

Monthly Customized KPI Dashboard

We'll turn your complex data into a clear, intuitive twelve month dashboard containing your most important metrics.

Visualize performance trends and identify opportunities for growth with customized KPIs tailored to your business needs.

Combine and compare omni-channel data, at the SKU level, from Quickbooks, Amazon, Shopify, Facebook, Google, and more.

Monthly Cash Flow Forecasting

Gain clarity on your financial future every month with accurate cash flow projections.

Our advanced models empower you to anticipate challenges and make confident, data-driven decisions.

Volume drivers to compare online and wholesale channels with tailored inventory projections, over a twelve month period.

Monthly Financial Strategy Commentary

Startup finance shouldn't be complicated. Two things rank above all else: operational strategy and cash balance.

Every month, we'll break down what your numbers really mean for your business with expert financial analysis.

Get actionable recommendations that help you maximize profitability and drive sustainable growth.

See success stories from businesses just like yours.

“The dashboards gave us clarity we didn't know we were missing. We make better decisions every month now.”

Chaim Weinerman,
— Pocket Coffee

“We finally understand how our SKUs are performing across channels—and what to do about it.”

Shai Burstein,
— Trend Marketing

“More useful than any accounting firm we've worked with. Kalen’s advice is practical and data-driven.”

— Religious Comfort

“Helped us plan inventory and ad spend during our biggest growth period.”

Ali Afnan,
— Lucky Lad

About Us.

Kalen Bogdan

Founder

Kalen is a CPA who brings over 5 years of hands-on experience founding and scaling a consumer packaged goods brands. He has worked with early stage startups to multi-million dollar brands.

After years in the startup CPG space, he has unique insight into the challenges founders face, and has developed a passion for helping early stage CPG founders make sense of their finances.

Frequently Asked Questions.

What happens during our initial consultation?

We schedule a 30-minute consultation to discuss your business needs and how we can help. This is a no-obligation meeting where we can learn more about your business and you can ask any questions you may have. We will also discuss our services and how they can be tailored to your specific needs. After the consultation, we will provide you with a proposal outlining our services and pricing.

How are you different from traditional financial advisors?

Our services include cash flow management, financial modeling, strategy optimization, fundraising preparation, and CFO advisory services designed specifically for CPG startups at various growth stages. We aim to simulate the experience of having an experienced CFO working directly with your team.

What's included in the KPI Dashboard?

Our KPI model is designed to be flexible and customizable to your business needs. The main fields within the KPI table include: Sales, Wholesale, Shopify, Amazon, COGS, Operating Expenses, Profitability, and Liquidity. Each field is broken down into multiple subfields, with detailed data down to the SKU level.

How do you charge for your services?

We are dedicated to being a net positive to your business. After completing the initial consulation, we will be able to determine a fair quote based on how much value we feel can be delivered.

Data can be messy. Your finances shouldn’t be.