Better financial decisions. More profitable growth for e-commerce brands, DTC brands and e-commerce growth agencies

Fractional CFO and FP&A for E-Commerce brands, DTC brands, and E-commerce growth agencies. See your cash clearly, understand what drives profitability, and grow with confidence.

  • 13-week cash forecasts
  • Contribution margin by SKU
  • Client profitability
  • Budgets vs actuals
  • Hiring & ad-spend models
  • Monthly management packs
  • Works with QuickBooks, Xero & Excel

Who we help

E-commerce and DTC brands.

  • Sales are up, but your bank balance isn't.
  • You don't know which products actually make money.
  • Inventory eats your cash before you see the profit.
  • Your financial forecast feels more like a guess.

What we do about it

  • A 13-week cash forecast that includes inventory and ad spend
  • Contribution margin by product and channel
  • Models you can actually plan with
FSFinStrategix

Bundles are carrying your margin. The new launch line turns negative once paid social is included — worth a look before the next reorder.

Contribution marginBy product & channel · illustrative
Core range · DTC+31%
Bundles · Subscription+27%
Accessories · Marketplace+8%
New launch · Paid social−6%

You don't need more reports. You need better financial decisions.

Finance that helps you make the next decision.

Cash Flow & Liquidity

Know how much cash you can safely spend before committing to inventory, advertising, or hiring.

What's included
  • 13-week cash forecast
  • Working-capital planning
  • Inventory and advertising-spend scenarios

Profitability & Unit Economics

Discover which products, marketing channels, and clients are actually making money.

What's included
  • Contribution margins
  • Product, channel and client profitability
  • Marketing and service economics

FP&A & Financial Modeling

See how different growth decisions affect your cash and profits before committing money.

What's included
  • Budgets vs actuals
  • Financial models
  • Hiring and ad-spend decisions
  • Funding models, as scoped

Fractional CFO Advisory

Have a financial partner who helps you make difficult business decisions with confidence — without a full-time CFO hire.

What's included
  • Monthly management packs
  • Decision meetings
  • Finance leadership

See what better financial visibility looks like.

13-week cash flow forecast

Spot potential cash shortfalls ahead of payroll, inventory purchases, and advertising spend.

What it answers
Will we have enough cash each week to cover payroll, stock orders and ad spend?
Decision it supports
When to place inventory orders and how much advertising the cash position can carry on a weekly basis.

Experienced financial thinking. Practical support for growing businesses.

FinStrategix helps founder-led businesses move beyond historical reports to understand profitability, anticipate cash needs, and make more confident decisions.

Our approach is practical: understand how the business makes money, build useful reporting and forecasts, and turn the numbers into clear action. We work alongside the team and the systems you already have.

We're not here just to report the numbers. We're here to help you use them.

A straightforward way to get clarity.

  1. 01

    Book a free call

    We learn about your business, goals, and biggest financial challenges.

  2. 02

    Agree on the scope

    We review what is needed and provide a clear proposal and fee.

  3. 03

    Build the foundation

    We work with your existing systems to establish forecasts, models, and reporting.

  4. 04

    Make better decisions

    We review performance, discuss next steps, and provide ongoing advisory support under the agreed scope.

Flexible support for the stage you're at.

Pricing is tailored to your business and scope. We'll agree on the work and fee before starting.

One-off fee

Focused Projects

A specific financial model, 13-week cash forecast, profitability review, or reporting project.

Defined deliverables, timeline, and one-off fee.

Discuss a project
Ongoing support

Monthly retainer

Ongoing Fractional CFO

Ongoing financial leadership, cash planning, forecasts, management reporting, and decision support.

Scope and cadence agreed after discovery.

Discuss a retainer

Common questions

Something else on your mind? Email us or bring it to the call.

How is a fractional CFO different from a bookkeeper?

A bookkeeper records and organizes transactions. We use reliable financial data to help you forecast cash, understand profitability, plan growth, and make decisions.

Can we start with a smaller project?

Yes. We can start with a defined financial model, cash flow forecast, or profitability analysis before discussing ongoing support.

Do you work with businesses outside the US?

Yes. We work remotely with clients across time zones, with meeting arrangements agreed in advance.

How quickly can we begin?

Start dates depend on availability, scope, and access to the information needed. We'll confirm timing in the proposal.

What does an engagement cost?

Pricing depends on the size and complexity of the business and the level of support required. We'll provide a clear scope and fee before starting.

Know your numbers. Make your next move with confidence.

Book a free 20-minute call

A short conversation to understand your business and see whether we're a fit.

Prefer email? [business email — to be supplied]