01
Investor-Grade Financials
Beautiful monthly financials help you understand gross margin, contribution margin, and profitability by sales channel.
Industries
Consumer Packaged Goods
Understand your margins. Fight for every penny.
From negotiating the bill of materials to disputing predatory distributor billbacks, our CPG team helps you understand your financials deeply so you can fight for every penny.
Free ConsultationHow we help
02
Quick Cash Collection
Distributors and retailers are known to take advantage of CPG brands. We represent you and work to make sure you get paid on time and in full.
03
Rigorous Forecasting
CPG is cash-intensive. We build financial models around payment terms, inventory builds, and distributor and retailer load-ins so you always understand your cash position.
Who we help
Built for the way CPG brands sell.
Brands
- Food & beverage
- Creator-led brands
- Import & export businesses
Sales channels
- Direct to consumer
- Direct wholesale to retailers, including Walmart
- Retail distributors, including UNFI and KeHE
- Foodservice distributors, including US Foods and Sysco
- Redistributors, including Dot Foods
Systems & portals
- Shopify
- WooCommerce
- TrueCommerce
- SPS Commerce
- Walmart Retail Link
- KeHE Connect
Customer wins
See the work in action.
Martone St.
About $84K in distributor charges recovered.
Martone St.’s case study details how we contest distributor billbacks, connect sales channels, and support inventory planning.
Read the case study →Nevis Brands
10–15 CEO hours back each month.
Nevis Brands’ case study shows how inventory accounting, consolidation, and audit support free up leadership without an in-house finance hire.
Read the case study →Think we can help?
(305) 728-4866