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CFO Expertise
Pro Partner
Nashville, Tennessee, United States
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Project Budget
- $2,500 - $5,000
- $5,000 - $10,000
- $10,000+
Minimum one off project cost
- $500 +
Minimum monthly retainer
- $1000 +
Platforms Serviced
- Shopify
- Shopify Plus
- WooCommerce
Location/Region
- North America
Partner Type
- Agency
Language
- English
Services Offered
- Consulting / Strategy
Free Account Audit
- Yes
CFO Expertise is a certified Omnisend partner
Your marketing dashboards show what drove revenue. Your P&L shows what’s left. We connect the two.
CFO Expertise is a fractional CFO and accounting firm built only for DTC brands on Shopify and Amazon doing $1M to $50M+. We tie marketing performance directly to financial results, so you know which channels, campaigns and customers actually make you money.
What we deliver:
∙ Custom dashboards that put MER, CAC and ROAS next to contribution margin, profit and cash
∙ Channel-level profitability across email, SMS, paid social and Amazon
∙ Monthly ecommerce accounting, closed accurately and on time, so the numbers behind your marketing decisions are right
∙ Cash flow forecasting, so you can scale spend without scaling into a cash crunch
∙ Monthly strategic CFO reviews to decide where the next dollar goes
Founder, Jarrod Souza, scaled a DTC brand from $4M to $40M in four years and served as CFO at Michael Hyatt & Company. Today we advise 35+ ecommerce brands, many of them scaling toward acquisition or private equity.
We work alongside your marketing team and agencies, so every channel is judged on real profit, not just revenue.
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