Know exactly which products actually make you money.
Most DTC and marketplace brands have 15–25% of SKUs quietly losing money once every cost is loaded in. We surface the truth and turn it into pricing, marketing and inventory decisions — usually in 2–3 weeks. Pairs with our Management Reporting engagement.
30 min · No pitch · A real CFO, not a chatbot
Who it's for
- DTC brands $1M–$20M with 20+ SKUs and ad spend over $30K/month.
- Multi-channel sellers (Shopify + Amazon + wholesale) where allocation is unclear.
- Brands planning a raise or sale that need investor-ready unit economics by SKU.
Symptoms you need this
If more than two of these sound familiar, this is the service to start with.
What you get
9 cost layers: net price, landed COGS, 3PL, shipping, payment fees, returns, ad allocation, platform fees, overhead.
Top and bottom performers by true contribution, with kill/reprice/double-down flags.
The lowest price each SKU can be promoted at without going below break-even.
Inventory velocity crossed with contribution — see where cash is trapped.
Same SKU, comparable P&Ls across Shopify, Amazon and wholesale.
Automated update your team runs after month-end close.
- Data extraction from Shopify, Amazon, 3PL, ad platforms and bookkeeping
- 9-layer cost model built to your channel mix
- Per-SKU contribution table with recommendations
- Discount policy and kill-list workshop
- Handover of the live dashboard (Google Sheets or Lightdash)
- 30-day support to action the first wave of decisions
- Monthly bookkeeping / accounting close (ask about Management Reporting)
- PPC campaign management or creative production
- Amazon FBA reimbursement filing (referred to specialist partners)
- Tax planning or filing
How it runs
90 days of orders, COGS, 3PL, ads and payment data extracted and normalised.
Build the 9-layer cost model and per-SKU allocation logic.
Deliver the ranked SKU table with discount floors and recommendations.
Workshop with founders to action prices, kills and ad reallocations.
Artifacts we deliver
Sortable Sheets/Excel file with 9 cost columns and net contribution per SKU.
Per-SKU minimum promo price to stay contribution-positive.
Same SKU across Shopify, Amazon and wholesale, comparable P&L.
Step-by-step doc so your team keeps the dashboard live monthly.
This is an e-commerce-specific analysis package. For end-to-end monthly reporting, pair it with our Management Reporting service.
Stop guessing. Start deciding on facts.
A free 30-minute call with a senior CFO. No sales pitch – just a clear read on where your money is and what to do next.
30 min · No pitch · A real CFO, not a chatbot