Category: Newsletter

How to Build an AI CFO Workflow Without Overbuilding

What it actually looks like to build an AI workflows — through the lens of something I built for myself....

How to Build an AI CFO Bot (From an Actual CFO)

Building an AI CFO Bot...

EBITDA Margin Bridge: Why Your Bottom Line Moved

The full Q1 2026 benchmark report is live and inside, a new EBITDA margin bridge that breaks down exactly why your bottom line moved, not just that it...

Q1 2026 DTC Revenue Benchmarks: The End of Easy Mode

Checking in on the DTC Revenue Forecast after Q1...

What Cuts’ Steven Borrelli Reveals About DTC Finance

Three finance lessons from Steven Borrelli's Commerce Roundtable talk...

Meta Changed What a Click Means. Here’s How DTC Brands Should Respond.

As platforms like Meta, Amazon, and Shopify constantly change the rules, your financials are the only reliable measure of what's actually happening in your business....

eComFuel 2026 Trends Report: What the Financial Intelligence Data Means for DTC Brands

My thoughts on eComFuel's 2026 trends report...

Partnership Lessons From a Founder’s Wedding Week

A reflection on partnerships in the week leading up to my wedding...

Where AI Actually Helps DTC Founders With Finance (March 2026)

Where it's worth spending your time on AI in DTC Finance...

2026 Revenue Forecast Update: Why You Should Cut Your Growth Projections

Update on our 2026 Revenue Planning Forecast...

QuickBooks Assessment Tool for DTC Brands

Check out our 33-point QuickBooks diagnostic built specifically for DTC brands...

What Your AI Won’t Find in the Benchmark Data

Learn what separated the winners and worst performers in our recent benchmark report...

What Buyers Fix First in an Ecommerce Business Sale

If you sold your business, what would they change first?...

How to Review Your Vendors: A 3-Step Process for DTC Founders

A 3-step process to save money and maximize value from your agencies and service providers...

How to Budget for Growth Without Risking Your Business

How to budget for growth without risking your business...

10% Revenue Growth Is the Baseline for 2026

A data-backed look at why 10% revenue growth is the right baseline for 2026...

Q3 2025 Ecommerce Benchmarks: Revenue, ROAS & Margin Data

Q3 Benchmark Report Preview...

Why Ecom Founders Shouldn’t Chase Yield — What Matters More Than Interest Rates

A breakdown of how to choose your treasury management platform...

Stop Leaving Cash on the Table: How to Build a Simple Treasury System for Your Ecom Brand

My framework for handling excess cash in the business...

Automation in Cash Flow Forecasting: Streamline What You Can, Humanize What You Must

Why automation in cash flow forecasting only works when your financial foundation is organized...

Cash Flow Decision-Making for Ecom Founders: The Constraints and Opportunities Framework

We break down how to turn your cash flow forecast into a decision-making tool using a simple “constraints and opportunities” framework...

Balancing Team Culture and Profit: Lessons from Argentina

Reflections from our team offsite to Argentina...

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2026 DTC Revenue Planning Guide cover page

What's inside:

  • Macroeconomic indicators from the Federal Reserve Bank of St. Louis
  • Shopify GMV Benchmarks
  • Revenue Growth Benchmarks from 20+ brands in our client base

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