Category: Newsletter

Ecom CFO Notebook – AI CFO bot, week 2: I built the first workflow. Here’s what I’d change

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

Ecom CFO Notebook – on AI CFO bots and how to build one

Building an AI CFO Bot...

Ecom CFO Notebook – Q1 profit data: the four reasons your EBITDA 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...

Ecom CFO Notebook – Q1 revenue results: +3.5% median. One cohort is down 15%

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

Ecom CFO Notebook – what the $100M Cuts founder didn’t say about finance

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

Ecom CFO Notebook – Meta changed what a click means. Your P&L didn’t.

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....

Ecom CFO Notebook – eComFuel’s 2026 trends report and 5 stars literacy

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

Ecom CFO Notebook – wedding week and partnerships

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

Ecom CFO Notebook – March 2026 AI reality tracker and a group call

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

Ecom CFO Notebook – Q1 data check and why you should cut your forecast

Update on our 2026 Revenue Planning Forecast...

Ecom CFO Notebook – AI does the work. DTC founders get the wisdom.

Four layers of DTC finance...

Ecom CFO Notebook – the Claude skill for your books

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

Ecom CFO Notebook – what your AI won’t find in the benchmark data

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

Ecom CFO Notebook – if you sold tomorrow, what would they fix first

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

Ecom CFO Notebook – the vendor review your partners hope for

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

Ecom CFO Notebook – growth budgeting and how much to spend

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

Ecom CFO Notebook – 2026 baseline revenue growth

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

Ecom CFO Notebook – 2025 Annual Shareholder Letter

My 2025 Annual Shareholder Letter...

Ecom CFO Notebook – Q3 Benchmark Report Preview

Q3 Benchmark Report Preview...

Ecom CFO Notebook – excess cash management execution

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

Ecom CFO Notebook – excess cash management

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

Ecom CFO Notebook – cashflow automation

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

Ecom CFO Notebook – cash decision making

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

Ecom CFO Notebook – team trip reflections

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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