Help your omni-channel CPG business scale faster
by turning raw data into actionable insights.
Access CFO-level thinking without the full-time cost.
Expert financial advice, just a call away. From payroll to bookkeeping, AP/AR, and beyond—we’ve got you covered.
Following our initial consultation, we'll come to an agreement on what you need to handle your financial operations efficiently.
Get straightforward solutions designed for your specific needs.
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.
We'll take your raw data, apply accounting treatment, and present it in a clear, intuitive twelve month dashboard.
Visualize your most important metrics and KPIs personalized to your businesses needs.
Combine and compare omni-channel data, at the SKU level, from Quickbooks, Amazon, Shopify, Facebook, Google, and more.
Startup finance shouldn't be complicated.
Our CPG expert will break down operational strategies to maximize profitability and boost efficiency.
Gain actionable recommendations that help you maximize profitability and drive sustainable growth.
“The dashboards gave us clarity we didn't know we were missing. We make better decisions every month now.”
— Pocket Coffee
“We finally understand how our SKUs are performing across channels—and what to do about it.”
— 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.”
— Lucky Lad
Kalen Bogdan
Founder
Kalen is a CPA with over 5 years of hands-on experience founding and scaling a consumer packaged goods brand. He has worked with early stage startups to multimillion-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.
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.
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.
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.
We are committed to ensuring a net-positive impact to your business. Following our initial consulation, we will be able to determine a fair quote based on how much value can be delivered.