Every month, when we sit down with clients, we hear some version of the same question: “What are you seeing in the market”? We see the books across...
A couple weeks ago, we shared a preview of our Q1 Benchmark Report, with specific data on how 7 to 9 figure private DTC brands performed. If you...
Recently, we shared a peak at the data from our Q1 P&L Benchmark Report, a review of eighteen privately held DTC brands. One of the key takeaways was...
This week, we’re sharing the recording/takeaways from our group call with tariff consultant, Tom Gould. Tom’s got 30+ years in the business, and served as advisor to the...
Last week, a bunch of publicly traded DTC brands released their 2024 annual reports. I love digging into these, because: They offer great data on the market as...
Cash reserves are usually very personal for DTC brands – every founder has a different (often, not fully rational) amount they prefer to keep on hand. Going below...
As a firm, we don’t know everything about everything. We help founders understand the financial implications of their decisions. But when it comes to thinking through those decisions,...
In a previous email, we talked about the P&L review to spot problems in your company before they snowball. Today is the balance sheet. When I do this...
Whether you’re doing this solo, with your executive team, or with a third-party (like an advisor) set aside dedicated time each month as your financial deep-dive day (preferably...
Recently, we wrote about financial reporting, and how different layers of abstraction allow you to zoom out and make better decisions, faster. In this piece, we’re diving into...
Whenever we (or any CFO) work(s) with a client, two of the biggest objectives are: First, clean up and organize the books to achieve reliable data Two, port...
Over the last decade, Sean Frank has grown Ridge Wallet from a modest 7-figure brand into a $200M+ lifestyle juggernaut, and recently, he went on My First Million...
Founders typically know what they want from a fractional F&A team, but don’t always know how to put it in actual accounting terms. For example, “handle Accounts Payable,”...
Obviously, tariffs have been in the news. Everyone’s talking doom, but no one’s talking tactical. Losing sleep over this isn’t productive. Instead, you need a systematic way to...
Intro Every month, when we sit down to review the books with clients, I hear the exact same question: “What are you seeing in the market”? As one...
Background Every month we have financial reviews with clients, I hear the exact same question: “What are you seeing in the market”? We do have a veryunfair advantage...
Background Every month we have financial reviews with clients, I hear the exact same question: “What are you seeing in the market”? We do have a very unfair...
Background Every month we have financial reviews with clients, I hear the exact same question: “What are you seeing in the market”? We do have a very unfair...
Background Every month we have financial reviews with clients, I hear the exact same question: “What are you seeing in the market”? We do have a very unfair...
Table of Contents Background Objectives and Notes as of Feb 2024 The Data Our Interpretation and How to Be Better Background Every month we have financial reviews with...
To the Stockholders of Ecom CFO, Last year, I bought a collection of Warren Buffet’s letters to shareholders from 1965 to 2014 and became inspired to share a...
One term you’ll hear us use often is, “Investor-Ready Financials.” It’s a standard we’ve created and defined ourselves – the ideal middle ground for ecom brands that need...
For most clients, working with us means spending more on finance & accounting, and they wonder how they’ll see ROI. You get out what you put in. Having...
There are four distinct roles you need on your finance team: CFO, Controller, Financial Analyst, Bookkeeper Any good fractional team will be able to plug into your current...
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