Know Your Unit Economics.
LTV, CAC, contribution margin, payback period — the metrics that matter for growth. We build the financial infrastructure that scales with you and keeps investors happy.
Why They Choose Us
3.5x
Better LTV:CAC Visibility
45%
Average Ad Spend Optimization
90%
Accuracy on Unit Economics
2 Wk
Onboarding Average
Sound Familiar?
The problems every owner in this space faces.
Problem 01
Don't know real Customer Acquisition Cost
Ad platforms and channels are disconnected. We integrate all ad spend into your books for true CAC by channel.
Problem 02
Investors ask for unit economics you don't have
We build reporting around LTV, CAC, contribution margin, and payback period — always ready for the board.
Problem 03
Cash flow unpredictable with inventory cycles
Inventory cycles, ad spend, seasonal demand create chaos. We forecast cash flow month-by-month so you're never caught short.
Problem 04
Books get messy as you scale fast
We build scale-ready accounting infrastructure from day one that grows with your business without breaking.
Problem 05
Can't tell which channels are actually profitable
We build contribution margin by channel so you can double down on what works and cut what doesn't.
Problem 06
Raising money but financials aren't ready
We prepare investor-ready financials with the metrics VCs and growth investors expect to see.
What We Handle
Built for how your business actually operates.
Every service we offer is designed around the real-world complexity of your industry — not a generic chart of accounts.
Unit Economics Tracking
CAC, LTV, contribution margin, payback period.
Ad Spend Integration
ROAS across all platforms, integrated with books.
Inventory & COGS Management
Proper cost allocation as you scale.
Cash Flow Forecasting
Predict your cash monthly with inventory cycles.
Investor-Ready Reporting
Board-ready monthly financials, always current.
CFO Advisory Support
Strategic financial guidance for growth decisions.
Channel Contribution Margin
Profitability by acquisition channel.
Cohort Analysis
Track customer behavior over time.
Fulfillment Cost Analysis
True cost to ship each order.
Sales Tax Compliance
Multi-state nexus as you scale nationally.
Annual Tax Preparation
Business returns with full DTC context.
Due Diligence Support
Clean data room for fundraising.
Why Choose Us
We know your industry. Most accountants don't.
We speak DTC
We know the difference between blended CAC and channel CAC. Your books will track the metrics that actually matter for growth.
Investor-ready from day one
We build financial infrastructure that satisfies investors, not just tax requirements. You'll never scramble before a board meeting.
Ad spend integration
We connect your ad platforms to your books so you see true ROAS after all costs, not just what the platform reports.
Scale-ready systems
Whether you're doing $500K or $50M, our systems grow with you without requiring a rebuild.
FAQs
Questions we hear all the time.
How do you calculate LTV and CAC?
We build cohort-based LTV models using your actual customer data and calculate CAC by channel including all associated costs, not just ad spend.
Can you integrate with our ad platforms?
Yes. We connect with Meta, Google, TikTok, and other platforms to pull spend data automatically and match it to sales.
What investor reporting do you provide?
We build monthly board decks with P&L, unit economics, cohort metrics, and cash flow — the full package investors expect from funded brands.
How do you handle inventory accounting?
We implement proper inventory valuation with COGS recognition that matches your fulfillment flow, whether you use 3PL or in-house.
Do you support fundraising due diligence?
Absolutely. We help prepare clean data rooms with historical financials, projections, and supporting schedules that pass VC scrutiny.
Can you help with cash flow planning around inventory?
Yes. We build cash flow models that account for inventory purchase cycles, payment terms, and seasonal demand so you can plan capital needs.
Ready to Scale with Confidence?
Your brand deserves investor-grade numbers.
Let's talk about your growth plans and build the financial foundation that supports your next round.
Most clients are fully onboarded within 2 weeks.