Our Industry-Specific Groups Provide Highly Specialized Knowledge

Our Areas of Expertise

To provide sound financial guidance, it is imperative that the team handling your finances has a strong understanding of your industry. Our industry specific groups ensure that from day one we can provide value well beyond traditional finance and accounting.

Food and Beverage Industry

Navigating the financial landscape of the Food and Beverage industry can be daunting for those who lack industry-specific expertise. Aside from the obvious skillsets of properly calculating COGS and inventory valuations for perishable items, we can also assist you with more complex items such as properly allocating trade spend, reconciling distributor bill-backs, submitting broker commission reports, and reconciling inventory within your Order Management System. Succeeding in the Food and Beverage industry requires financial expertise, and we will bring that to you.

Consumer Brands Selling at Retail

Financial organization and planning is a critical component of success at retail. At the most basic level you need to have a solid understanding of your inventory valuation and COGS. You’ll also need detailed pro-formas to have visibility into your inventory planning and how it will be impacted under various scenarios. We can help you explore financing alternatives in the form of asset based lending, bank facilities, and other options that will help reduce cash pressure caused by ongoing purchases. Financial reporting, financing options, and cash planning strategy are all examples of how we can help your rollout at mass retail.

Ecommerce & Direct to Consumer

When selling direct to consumer it is critical to track your metrics meticulously. Knowing your numbers cold could be the difference between success and failure. Whether it’s properly tracking LTV, understanding your CAC, or having a firm handle on your Contribution Margins – the only way to succeed with media driven sales is to quantify all components for profitability. It’s also important to understand your Cash Conversion Cycle and/or the timing of your auto-ship programs so you can properly plan for your cash needs. Whether selling from your Shopify Site or on Amazon – we can help you properly track your profitability every step of the way.

Digital & PR Agencies

Agencies face the unique challenge of operating a labor intensive business across diverse clients. Operating with financial transparency can be daunting. To really understand profitability – you must get granular and understand the profitability of each client, project, and team member. We provide KPI dashboards so that you understand when it is time to raise prices on a client – or maybe even let them go; when it is time to have a sit down with a team member because they are not operating efficiently; or to re-evaluate the profitability of a revenue stream. Most importantly, it’s critical that you stay on top of your customer invoices so that they are sent out promptly and that your clients pay on time.


We are highly familiar with the complex finance and accounting challenges faced by SaaS companies. When scaling software products, revenue forecasting and properly predicting cash flows is critical. We’ll not only help you with this forecasting, but also provide visibility into your most important metrics – such as MRR, churn, LTV and CAC. We’ll also make sure that your Gross Margins are measured accurately so that you can showcase your scalability to the investor community. Having your financial transparency in place will be critical to help you secure the capital that will be needed to fully scale your business, and we’ll be there every step of the way.

Professional Services

We work with a wide range of Professional Services companies including law firms, medical practices, insurance companies, and other types of service businesses. When dealing with people businesses, we bring not just financial skillsets, but also operational skillsets that can help you create internal controls to manage efficiency. We’ll make sure that you are closely tracking your labor costs and setting up KPI’s that maximize your visibility into operating performance. We’ll also help you with areas such as speeding up collections and tracking trust accounts. Most importantly, we’ll free up your time so you can focus on building your practice – as opposed to dealing with financial minutia.