CPG Accounting Services for
Consumer Brands

CPG accounting involves trade promotion management, deduction reconciliation, multi-stage inventory costing, co-manufacturing cost tracking, and channel-specific revenue reporting. These disciplines require industry-specific expertise that generalist accounting firms typically do not have.

Trade promotion management is the process of tracking, reconciling, and reporting on the promotional spend that CPG brands invest with retailers and distributors. It includes monitoring trade deductions, reconciling short-pays, and analyzing the net revenue and ROI impact of each promotional program.

Outsourced CPG accounting means engaging a specialized external firm to manage part or all of your accounting and finance function, rather than building that capability in-house. It gives CPG brands access to CPG-specific expertise at a lower cost than hiring and managing an internal team.

We provide general accounting and bookkeeping, inventory management, accounts receivable, accounts payable, trade promotion management, and financial planning and analysis, all structured specifically for consumer packaged goods businesses.

We identify, code, and reconcile trade deductions from retailer and distributor payments, including promotional allowances, pricing discrepancies, freight claims, and chargebacks. Deductions are tracked to resolution and reported by account, channel, and program.

Yes. We reconcile inventory balances across raw materials, work-in-process, and finished goods, maintain bill of materials for standard cost modeling, and investigate and resolve inventory variances between accounting and warehouse management systems.

Yes. We track co-manufacturing costs at the unit level, process and match co-manufacturer invoices to production orders and receiving records, and develop standard cost models that incorporate all production, packaging, and logistics costs.

Yes. We structure financial reporting by channel across retail, wholesale, and direct-to-consumer operations, providing revenue, gross margin, and trade spend visibility at the channel and customer level.

A CPG brand should review a monthly income statement, balance sheet, cash flow statement, gross margin report by SKU and channel, AR aging report, and trade deduction summary at minimum.

Yes. We prepare the clean, current financial records, gross margin analyses, and structured reporting packages that investors and acquirers require during due diligence. We also support the financial modeling and scenario analysis needed for fundraising conversations.

We work with QuickBooks Online, QuickBooks Desktop, NetSuite, Sage, SAP, Microsoft Dynamics, and Xero, among others.

Yes. We provide financial planning and analysis services specifically structured for CPG brands, including trade spend budgeting, gross margin forecasting by SKU and channel, and revenue planning by volume, price, and mix.

Yes. Most Expertise Accelerated CPG accounting engagements are structured as monthly fixed fees, which provides budget predictability for the brand.

We support CPG brands across the United States, including brands based in Chicago, Los Angeles, Houston, Miami, and Austin, as well as nationally distributed brands selling across all U.S. retail and wholesale channels.

We serve manufacturing, retail, wholesale, e-commerce, professional services, restaurant and food service, and real estate businesses, among others.

Most engagements begin within two to four weeks of the initial agreement, depending on the complexity of the onboarding and the current state of the brand’s financial records.