Resources

Read the kind of finance content founders actually share.

No jargon, no AI slop, no SEO filler. Just the playbooks we run with real clients – written by the CFOs running them.

Profitability 11 min read

How to Calculate True SKU Profitability (And Why Most Brands Get It Wrong)

Most DTC brands look at gross margin and think they know which products make money. They don't. Here's the full formula for true per-SKU profit — including the hidden costs that quietly destroy margins.

March 3, 2026Read article
Unit Economics 12 min read

DTC Unit Economics Benchmarks 2026: LTV, CAC, MER & Contribution Margin

What 'good' unit economics look like for DTC brands in 2026. Real benchmarks for LTV/CAC, payback period, MER, contribution margin and repeat rate, by revenue stage.

March 11, 2026Read article
Strategy 9 min read

When to Hire a Fractional CFO: Revenue Thresholds, Signals & ROI Math

The honest guide to when an outsourced CFO actually pays for itself, the warning signs you've waited too long, and how to calculate the ROI before you sign anything.

March 19, 2026Read article
Cash Flow 10 min read

Cash Forecasting for E-commerce Brands: The 13-Week Model Explained

Why P&L profit doesn't equal cash, how the 13-week direct cash forecast actually works, and the template every DTC operator should run weekly.

March 27, 2026Read article
Marketplaces 11 min read

Amazon vs Shopify Profitability: The Real Math Behind Each Channel

Same product, two channels, two completely different P&Ls. The full breakdown of fees, margin reality and which channel actually makes you money in 2026.

April 4, 2026Read article
Fractional CFO 9 min read

Fractional CFO Pricing for Ecommerce Brands (2026 Guide)

What a fractional ecommerce CFO actually costs in 2026, what's included at each price band, and how to calculate ROI before you sign.

May 1, 2026Read article
KPIs & Reporting 10 min read

The 12 KPIs Every Ecommerce CFO Tracks on the Dashboard

The minimum-viable KPI dashboard for a DTC or marketplace brand: 12 metrics, why each matters, healthy ranges, and how often to refresh.

May 4, 2026Read article
Cash & Working Capital 11 min read

Inventory Financing for DTC Brands: When, How and How Much

How DTC brands fund inventory without giving up equity — comparing revenue-based financing, inventory loans, factoring and supplier terms. With cost-of-capital math.

May 7, 2026Read article
Accounting 9 min read

Ecommerce Accounting Services: What DTC Brands Actually Need

Why ecommerce accounting is fundamentally different from generic bookkeeping — and the 7 things your accountant needs to handle if you sell physical goods online.

May 9, 2026Read article
Cash & Working Capital 10 min read

Shopify Cash Flow Management: The 13-Week Forecast That Saves Brands

How to build a 13-week rolling cash forecast for a Shopify brand — including processor holdbacks, ad-spend pacing, inventory POs and refunds. Template logic inside.

May 12, 2026Read article
Marketing Finance 10 min read

Meta Ads MER Benchmarks for DTC Brands in 2026

Real MER, blended ROAS and new-customer CAC ranges across DTC categories in 2026 — and what they tell you about whether to scale or pull back.

May 11, 2026Read article
Unit Economics 9 min read

LTV:CAC Ratio Explained: What "Healthy" Really Means in 2026

LTV:CAC is the most quoted and most misused ratio in DTC. Here's how to calculate it correctly, what healthy looks like by stage, and the traps that hide a broken business.

May 10, 2026Read article
Cash & Working Capital 10 min read

The 13-Week Cash Flow Forecast Every DTC Brand Needs

Why 13 weeks is the right horizon for ecommerce cash forecasting, what goes in each row, and how to update it in under 30 minutes a week.

May 9, 2026Read article
KPIs & Reporting 9 min read

How to Calculate True COGS for an Ecommerce Brand

Most DTC brands underreport COGS by 15–25%. Here's the full list of what belongs in cost of goods sold and how it changes the decisions you make.

May 8, 2026Read article
Accounting & Bookkeeping 11 min read

Shopify + QuickBooks vs Shopify + Xero: The 2026 Accounting Stack

Side-by-side comparison of the two dominant ecommerce accounting stacks — multi-currency, inventory, integrations and total cost — for $1M–$50M brands.

May 7, 2026Read article
Marketplace Finance 10 min read

Amazon FBA Fees: The Hidden Margin Killers in 2026

Beyond referral and FBA fulfillment — storage, aged inventory, low-inventory, returns, inbound placement. The full 2026 fee map and how to fight back.

May 6, 2026Read article
M&A & Exit 11 min read

Ecommerce Valuation Multiples in 2026: What Buyers Actually Pay

Real 2026 multiples for DTC, Amazon and Shopify brands by revenue band, profitability and category — plus the qualitative factors that move the number.

May 5, 2026Read article
Founder Finance 9 min read

How Much Should a DTC Founder Pay Themselves?

Real founder-comp ranges by revenue stage, the trap of under-paying yourself, and how to balance salary, distributions and reinvestment.

May 4, 2026Read article
KPIs & Reporting 9 min read

Why a 2% Increase in Return Rate Kills Your Margin

Returns aren't a customer-service problem, they're a margin problem. Here's the real cost-per-return math and how to bring rates down without hurting conversion.

May 3, 2026Read article
Fractional CFO 9 min read

CFO vs Controller vs Bookkeeper: Who Do You Actually Need?

Each role exists for a reason — and hiring the wrong one is the most expensive mistake in DTC finance. Here's the decision framework by revenue stage.

May 2, 2026Read article
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