Services

Pick the outcome.
We’ll own the work.

Finance and accounting support for consumer product brands, designed to deliver confidence through clean data, disciplined cadence, and experienced execution.

What you can hire us to deliver

Four outcomes. One operating system behind them.

Peace of mind in the numbers so you can make informed decisions.

An accounting & finance function built to scale with your business.

Experienced guidance for cash, margin, and growth.

A cadence that replaces reaction with intention.

Our services

Six engagements, scoped to the work that matters.

Fractional CFO

Outcome Confidence and peace of mind in the decisions that shape the business, grounded in clean data, clear context, and experienced judgment.

What we deliver

  • Trusted financial leadership to help founders and management teams make high-stakes decisions with eyes wide open.
  • Decision-ready data and context, ensuring the right information is in front of the right people at the right time.
  • Clear framing of trade-offs, risks, and opportunities, with recommendations informed by real operating experience.
  • Simple, plain-English guidance that aligns finance decisions with business strategy and execution.

Cadence & working style

  • High-touch, hands-on partnership. We dig in and do the work, not just advise on it.
  • Weekly working cadence with founders and leadership teams, with additional touchpoints across the organization as needed.
  • Ongoing variance review and decision support as the business evolves.
  • Embedded approach. We operate as the finance arm of your business.

You’re a good fit if…

  • You want an experienced financial partner who’s been through these decisions before.
  • The business is growing, and decisions feel heavier, faster, or harder to unwind.
  • You value clear recommendations and context, not just data dumps.
  • You’re ready to invest in finance leadership that stays in its lane, but shows up fully.

Financial Planning & Analysis

Outcome A clear understanding of how the business is performing today and how decisions made now are likely to shape what comes next.

What we deliver

  • A shared financial language. Clearly defined metrics, consistent measurement, and targets the team aligns around.
  • Planning and forecasting tied to real operating drivers, not abstract assumptions.
  • Ongoing analysis of performance versus plan, with a clear explanation of what’s changed and why.
  • Scenario analysis to evaluate trade-offs and understand the downstream impact of decisions before they’re made.

Cadence & working style

  • Integrated, ongoing partnership. FP&A doesn’t start and stop. It evolves with the business.
  • Regular check-ins (weekly when needed, monthly at a minimum) to review performance and implications.
  • Deeper dives when something is off or when new opportunities or ideas arise.
  • Dashboards supported by narrative and context, so teams understand not just what happened, but why.

You’re a good fit if…

  • You want to understand how the business is tracking against plan and what that means for the future.
  • Decisions around hiring, spending, pricing, or growth require clearer trade-offs and foresight.
  • You’re tired of dashboards without explanation or direction.
  • You want finance to be a better predictor of what’s coming, not just a recorder of what already happened.

Cashflow Optimization & Management

Outcome Clear line of sight into cash. What’s coming in, what’s going out, and the ability to act early instead of reacting late.

What we deliver

  • 13-week cash planning that replaces guesswork with real visibility.
  • Clear understanding of how operating decisions (inventory, hiring, spend) impact cash.
  • Scenario planning to evaluate growth decisions before committing capital.
  • Early warning signals so cash issues are seen, and addressed, before they become urgent.

Cadence & working style

  • Cash planning calibrated to the business. Lightweight when possible, more rigorous when needed.
  • Ongoing refinement of forecasts as assumptions, plans, and priorities change.
  • Direct support on liquidity strategy, funding options, and working capital decisions.

You’re a good fit if…

  • You’re profitable, but cash still feels constrained or unpredictable.
  • Growth decisions require a clearer plan for funding and liquidity.
  • You want to see cash issues early and act deliberately, not reactively.

Controller & Accounting Services

Outcome Reliable financial data you can trust, so decisions, planning, and conversations with lenders or investors aren’t built on shaky ground.

What we deliver

  • Accurate, well-structured books that reflect how the business actually operates.
  • Timely monthly closes that support decision-making, not delays.
  • A chart of accounts and accounting structure built to support reporting, planning, and scale.
  • Ongoing accounting discipline that ensures data is dependable across the business.

Cadence & working style

  • Consistent close and review cadence aligned with reporting and planning needs.
  • Hands-on oversight to ensure accounting stays clean as the business grows and changes.
  • Close coordination with CFO and FP&A work so nothing gets lost between functions.
  • Practical, business-first accounting focused on usefulness, not just compliance.

You’re a good fit if…

  • You want to trust the numbers without double-checking everything.
  • Reporting, planning, or cash work is limited by inconsistent or unreliable data.
  • The business has outgrown basic bookkeeping.
  • You need accounting that supports decisions, lenders, and growth, not just month-end close.

Inventory & Margin Visibility

Outcome A confident understanding of how inventory decisions affect margin and cash, so growth doesn’t create surprises.

What we deliver

  • A clear view of inventory economics, including true costs, margin profiles, and cash impact.
  • Insight into how pricing, supplier terms, and lead times influence profitability.
  • Channel-level margin understanding to support smarter decisions across DTC, wholesale, and retail.
  • Financial context to evaluate inventory buys before capital is committed.

Cadence & working style

  • Ongoing collaboration tied to planning, cash, and decision cycles.
  • Hands-on support around major inventory decisions, including timing, sizing, and funding considerations.
  • Financial perspective that complements ops and supply chain teams without replacing them.
  • Judgment informed by experience across similar consumer product businesses.

You’re a good fit if…

  • Inventory purchases are tying up more cash than expected.
  • Margin performance feels unclear or inconsistent across products or channels.
  • Pricing, supplier negotiations, or lead times are changing, and the financial impact isn’t fully understood.
  • You want experienced financial insight to guide inventory decisions, not just track them after the fact.

Strategic Implementation & Ongoing Support

Outcome Finance strategy that actually gets executed, so good decisions turn into consistent progress, not stalled plans.

What we deliver

  • Hands-on support to turn financial strategy into day-to-day execution.
  • Leadership on finance-related initiatives, including system implementations and process changes.
  • Clear ownership, prioritization, and follow-through across accounting and finance workstreams.
  • Ongoing support as new initiatives, questions, and challenges arise.

Cadence & working style

  • Embedded partnership: we work alongside your team, not outside of it.
  • Active involvement in initiatives until they’re running smoothly.
  • Flexible support that adapts as priorities shift and the business evolves.
  • Consistent presence to keep momentum, alignment, and accountability.

You’re a good fit if…

  • You don’t just want recommendations. You want help getting things done.
  • Finance initiatives tend to stall once execution begins.
  • Systems, processes, or priorities need to change as the business scales.
  • You want experienced leadership to help carry work across the finish line.
How engagement works

Three phases. One operating cadence.

We work in three phases: Build, Run, and Refine. We start by building the financial foundation and views that matter most, then run the cadence alongside your team. As the business evolves, we refine the models, reporting, and focus so finance and accounting continue to support better decisions over time.

Build

Stabilize the books and close. Stand up the reporting, cash planning, and chart of accounts the business actually needs to run.

Run

Run the weekly and monthly cadence alongside your team. Real cadence, real ownership, so the rhythm sticks past the first quarter.

Refine

Refine models, reporting, and focus as the business evolves, so finance and accounting keep pace with the questions worth asking next.

What clients & partners say

Trusted by the people who know us best.

I really appreciate the financial guidance and ability to “right size” solutions (i.e., find solutions that fit with our company’s size).

Client · Consumer brand founder

I truly appreciate Solid Ratio’s help and guidance, especially during the last fiscal year when so many changes took place. He’s consistently calm, thoughtful, and resourceful.

Client · CEO

One thing I truly appreciate about Solid Ratio is the way your accounting team is precise and reliable. You’re also incredibly supportive and easy to work with, which makes all the difference!

Client · Operations lead

Ready to move the numbers?

Bring your latest financials. We’ll show you what we’d change and where we’d start.

Schedule your free consultation