From a fractional CFO to everyday number crunching
Solid Ratio serves as a trusted partner focused on the financial health of startup, growth-stage, and legacy companies, specializing in companies that make things and direct-to-consumer brands. Whether you need CFO-level support or basic data entry, we’re there to handle the hard stuff so you can focus on the big stuff.
We provide services such as
Fractional CFO services
- Cohesive strategies and financial models from a team of consumer product and D2C experts
- Visibility into the entire financial picture for improved decision-making
- We’re here when you need us for help with key business decisions
- Improved accuracy, quality, and timeliness of financial information
Financial planning & analysis
- Financial modeling for budgeting, forecasting, and day-to-day decision making
- Tools to enable scenario analysis, potential impacts, and planning
- Income statement, balance sheet, and cashflow forecast integration
- Monthly reviews and analysis of financial statements
- Goal setting and measurement for your entire organization
- Calculation of marketing return and comprehensive discounting strategy
Cashflow optimization and management
- Working capital optimization to free up cashflow
- Guidance to build a cash management culture
- Future cash projections to prevent blindsides
- Strategic spending help to maximize opportunities
Bookkeeping & controller services
- Project-based accounting expertise for startups and small and medium-sized business
- Establishment of an accounting department for accurate, useful and timely financial reports
- Lead or support daily accounting activities including A/P, A/R, payroll, inventory management, billing, credit, and collections
- Coordination with outside vendors (banks, leasing companies, insurance, CPAs, etc.)
- Mentoring and coaching for your newly formed accounting department
- Cleaning up historical bookkeeping and pain-free onboarding
Inventory and supply chain tracking
- Inventory and vendor planning, negotiation, and consolidation
- Comparison of inventory reports to accounting system for accuracy
- Reconciliations and roll-forwards to verify all inventory invoices
- Detailed reconciliation of orders to shipments to ensure revenue accuracy
- Optimization of cost centers (shipping, credit card fees, supplies, etc).
Strategic implementation & ongoing support
- Customizable reports for Key Performance Indicators across the business
- Customer acquisition cost and lifetime values
- Select, implement, and optimize an ERP Solution into your daily operations
- Equity & debt capital fundraising guidance and support
- Communicate clearly with board members and investors
Ready to get started?
Schedule your free consultation now
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