Who We Serve · Inventory & Retail
When you carry inventory, cash gets trapped in stock and margin hides inside cost of goods sold. We build the inventory accounting, COGS tracking, and cash forecasting that show you true product-level profitability — and free up working capital you didn’t know was stuck.
Carrying inventory changes the financial picture entirely: margin hides inside cost of goods sold, and cash gets trapped in stock long before it returns as profit. The “growing but broke” trap is most common here. We build inventory accounting and cash forecasting that surface true product-level margin and free up working capital.
From landed cost on imports to prime cost in a kitchen, we match the books to how your specific model buys, holds, and sells.
Different models, different financials. Here’s who falls in this group and what each one needs from a finance partner.
Multi-channel revenue, COGS, landed cost, and platform fees reconciled cleanly. We show true margin after every Shopify, Amazon, and shipping cost — not just gross sales. Learn more →
Food and labor cost percentages, prime cost, and tight cash management. The margins are thin, so the numbers have to be fast, accurate, and weekly. Learn more →
Inventory turns, shrinkage, margin by category, and seasonality. We help you see which products and departments earn their shelf space.
Landed cost, inventory carrying cost, and customer-level margin across high volume. We track the working capital tied up in stock and receivables.
Job costing, work-in-process, bills of materials, and overhead allocation. We build cost accounting that tells you what each unit actually costs to make.
Production costs, ingredient inventory, distributor terms, and margin by SKU. Whether you sell wholesale, DTC, or both, we structure the books to match.
Deep-dive resource centers built for the questions that come up in your world — pillar guides, diagnostics, and templates.
A 20-minute call. No pitch, no obligation. We’ll tell you honestly whether we can help.
Talk to an expertInventory businesses have to account for cost of goods sold, carrying cost, and the cash tied up in stock. Margin lives inside COGS, and a big share of working capital sits on the shelf. The books must track landed cost, inventory valuation, and turns — not just revenue and expenses.
Gross margin by product or category, inventory turns, days inventory outstanding, prime cost (for food businesses), shrinkage, and the cash conversion cycle. These reveal whether you’re pricing right, holding the right stock, and freeing cash fast enough.
Typically when growth is consuming cash faster than it’s generating it, when you can’t see margin by product or channel, or when expansion, financing, or a new location needs a real forecast. A fractional CFO models the working-capital impact before you commit.