Resources
No jargon, no BS, no MBA required. We explain in plain language what really matters, so you can grow your brand with clarity, and confidence.
Why Your Accountant Needs to Be a CPG Expert
Why a generalist bookkeeper isn't enough for emerging brands. Discover how specialized inventory tracking, real-time COGS calculations, and SKU profitability analysis protect your margins and extend your cash runway.
What Happens When Your High-Growth CPG Brand Outgrows Basic Bookkeeping?
Your Shopify dashboard shows record sales, but your bank account is telling a different story. For CPG founders, the faster you scale, the easier it is for margins to hide behind chargebacks and unallocated costs. It’s time to move beyond basic bookkeeping and start seeing what your data actually means.
Who Does What? The Roles Every CPG Founder Needs on Their Finance Team
Most CPG founders are experts in their product, not their P&L. But as you scale, "doing it all" becomes a liability. Discover the key finance roles—from the Transaction Tracker to the Growth Sherpa—that turn your data into a competitive advantage.
How to Use Accruals to Speed Up Month-End Close
Stop waiting on late invoices. Accruals let CPG founders close the books faster by recording costs when they happen—not when the bill shows up. That means steadier margins, fewer surprises, and decisions made with confidence.
The CPG Finance Tech Stack: What to Use (and When to Use It)
Finance tools can feel overwhelming — especially in CPG. This guide breaks down what to use, when to upgrade, and how to build a finance tech stack that actually fits your stage of growth. From spreadsheets to inventory systems, here’s how to grow with clarity, not chaos.
Accrual Accounting for CPG Founders (And Why It Matters More Than You Think)
Cash accounting might feel easier, but it can distort your financial picture—especially as your CPG brand grows. Accrual accounting gives founders real visibility into margins, inventory, and operations—so you can forecast cash, secure capital, and make confident decisions. Here’s how to make the switch (and why you can’t afford not to).
How to Set Up Your Chart of Accounts: What Every Food and Beverage Founder Needs to Know
Most founders inherit a messy chart of accounts—but a generic setup won’t cut it in CPG. Learn how to structure your COA for better margin tracking, pricing clarity, and investor readiness.
The Ultimate Guide to Food & Beverage COGS: What You’re Probably Missing
Cost of goods sold (COGS) is more than ingredients. Learn how to accurately model COGS for food and beverage brands.