CFO + advisory services

Accountants look backward. CFOs look ahead.

You’ve outgrown reactive accounting. You need someone who sees what’s coming before it hits → cash gaps, margin erosion, inventory crises. LedgerGurus CFO + Advisory gives you that lens, without the $300K full-time hire.

What to expect: Discovery call → Business review → Clear next steps

CFO + Advisory benefits
Starts at $250/hrscale up or down as needed

TRUSTED BY BRANDS ON    Amazon    Shopify    Walmart    TikTok Shop    WooCommerce    Faire    Meta    BigCommerce    eBay    Etsy

THE PROBLEM

You’re making decisions with incomplete data

Most 7- & 8-figure ecommerce founders are flying blind on the questions that matter most.

Why am I making more revenue but less profit?

Growing revenue while margins shrink is the most common trap. A CFO finds the leak, usually channel mix, rising COGS, or overhead.

Can I afford this hire, or will it strain the business?

Headcount decisions without cash flow modeling are just guesses. We model the exact impact on your cash flow before you send the offer letter.

How much inventory should I hold going into Q4?

Too much inventory ties up cash. Too little slows you down. We model your optimal inventory investment against your actual cost of capital.

Should I take this financing offer?

Revenue-based financing, SBA loans, credit lines → we model every option against your cash flow and growth trajectory so you choose right.

Which channel is actually most profitable?

Amazon vs. Shopify vs. wholesale → most founders think they know where their profit comes from. After channel-level attribution, most are surprised.

What do investors or buyers need to see?

Clean financials, normalized EBITDA, and a defensible growth story. We’ve prepped brands for acquisition and fundraising rounds.

HOW IT WORKS

CFO guidance on your schedule

No retainer commitment required to get started. We work at the pace your business needs.

STEP 01

Discovery & diagnosis

We look over your current financials, identify blind spots, and work with you to map out the specific questions your business needs answered. This becomes your CFO roadmap.

STEP 02

Model & scenario build

We build your cash flow model, channel P&L, and work with you to create a growth scenario with your actual numbers, not a generic template.

STEP 03

Ongoing advisory

Monthly check-ins, weekly deep dives, or on-demand hours → whatever pace makes sense. You get a senior CFO mind on your business, not a junior analyst.

It’s touch. It’s experience. It’s relationships. It’s results.

All in one beautiful package.

PRICING

CFO expertise that fits where you are right now

Not every business needs a full-time CFO. Every business deserves CFO-level thinking.

ON-DEMAND

Hourly Advisory

$250/hour

Perfect for specific decisions: fundraising prep, acquisition review, or a single financial model.

Green checkmarkNo minimum commitment

Green checkmarkSenior CFO assigned

Green checkmarkDeliverable-based

Green checkmarkTurnaround usually in 3-5 days

Schedule a strategy call

MOST POPULAR

Monthly Retainer

Custom/month

Ongoing CFO partnership. Monthly deep dives, live dashboard, and a direct line to your advisor.

Green checkmarkMonthly calls

Green checkmarkLive KPIs dashboard

Green checkmarkCash flow model maintained

Green checkmarkUnlimited async questions

Explore ongoing CFO support

INTENSIVE

Weekly Advisory

Custom/month

For brands in rapid growth, preparing for an exit, or navigating a major financial inflection point.

Green checkmarkWeekly strategy sessions

Green checkmarkReal-time scenario modeling

Green checkmarkBoard/investor prep

Green checkmarkM&A readiness support

Explore ongoing CFO support

WHY LEDGERGURUS

We don’t just understand ecommerce. We live it.

1

Owners of a DTC Ecommerce Brand

You don’t need another accountant who “kind of” gets ecommerce. You need one who’s lived it. Our founders own a DTC brand, so we know what it’s like to juggle cash flow, manage inventory chaos, and try to grow profitably. We’ve been in your shoes, and that real-world experience means our advice is practical, not just theoretical.
2

Deep Knowledge of Sales Tax and Inventory

Sales tax and inventory are critical to ecommerce success, and most accounting firms barely scratch the surface. We go deep. With specialized expertise in both, we help you stay compliant, avoid costly mistakes, and get the clarity you need to run your business smarter.
3

Ecommerce Specialized - Not Just Generalists

Ecommerce isn’t like other industries, and your accountant shouldn’t treat it like it is. With years of hands-on ecommerce experience (plus running our own brand), we understand the complexity, the pace, and the pressure. That’s why everything we do is tailored to online sellers like you.
4

Ecommerce Industry Connections

When you hit a wall, you don’t just need answers – you need the right people. We’ve built strong relationships with top ecommerce agencies, tax experts, lawyers, and 3PLs. So, if you need help beyond accounting, we can connect you to trusted partners who get it done.

STOP REACTING. START LEADING.

Get the financial clarity you’ve been missing

We believe CFO expertise shouldn’t be one-size-fits-all. Instead, we work on your terms, delivering strategic insights that guide your ecommerce brand toward profitable, sustainable growth. You set the terms. We deliver clarity and growth.

Start with the level of support that fits where you are right now.