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The Specialized Differentiator
What We Fix
- Inventory valuation inaccuracies and landed cost complexity
- COGS misstatements due to deduction mismanagement
- Manual month-end cutoffs and system reconciliation delays
- Unreliable data blocking lender readiness for credit lines
Your Deliverables
- Decision-ready financial reporting for founders and COOs
- Standardized month-end close for rapid performance visibility
- Granular margin clarity across SKU and channel categories
- Robust cash control frameworks built for high-growth operations
CPG Proof & Performance
$4.0M
$400k
Asset-based line of credit secured for a CPG client through comprehensive due diligence support.
Reduction in outstanding A/R for a CPG client in under 12 months, significantly improving cash cycles.
How do you optimize NetSuite for CPG inventory?
We specialize in configuring landed costs, deductions, and cutoffs to ensure your COGS are accurate and your lender reporting is seamless.
Can you help us get ready for a line of credit?
Yes. We build decision-ready reporting and clean up financial operations specifically for lender due diligence and ongoing covenant compliance.
Who is this for and what are the deliverables?
Ideal for CPG brands between $1M-$50M revenue. Deliverables include optimized financial operations, margin clarity, and cash control systems.
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