Planning & Analysis
Process Solutions
Accounting
Audit
Planning & Analysis
Process Solutions
Operations
CPG CFO Services
Is your CPG business caught in the day-to-day or building for what’s next?
Our CPG CFO services ensure your brand scales with intention.
Our Client Portfolio
Let’s Connect
CFO Services Built for CPG
Hi, I’m Haroon Jafree. I’ve spent 25+ years inside CPG, including C-suite roles, working with brands at every stage of growth.
When we discuss funding a slotting commitment, evaluating trade promotion ROI, or preparing for a capital raise, I’m drawing on decades of similar conversations with buyers, brokers, and investors.
That means revenue visibility net of trade spend, a 13-week cash flow built around retailer payment terms and deduction timing, and a financial story that holds up when an investor or board asks about gross margin trajectory, velocity, and repeat rates
If that clarity is missing in your business, let’s talk.
Start With a Free CPG CFO Strategy Consultation
US CPA Management Team
U.S. CPA-led teams managing CPG inventory, COGS, and trade spend.
Up to 60% Payroll Savings
Premium accounting services at significantly lower cost
U.S. Eastern Time Availability
Our accounting experts work U.S. Eastern Time, fully aligned with you.
Software Expertise
Proven expertise in QuickBooks, NetSuite, SAP HANA, and ERP integrations.
Key Services
What Our Outsourced CFO Services Include
Explore our outsourced CFO services for strategic financial support.
Profitability & Channel Insights
- Trade spend tracking
- SKU profitability
- Channel revenue analysis
- Customer economics
Cash Flow & Working Capital
- 13-week forecasts
- Retailer terms analysis
- Deduction management
- Inventory planning
Capital & Growth Strategy
- Fundraise readiness
- Investor reporting
- Board materials
- Retail expansion modeling
Financial Reporting & Oversight
Monthly, Quarterly, & Annual Reporting
Board & Investor-Ready Reporting
Financial Statement Preparation
- Compliance & Audit Support
Confident Decisions
Trusted CFO Services for Consumer Packaged Goods Brand
To grow a brand, you need to know where you are, where you’re going, and what each next move actually costs. That’s the clarity I bring, earned from decades inside CPG.
If that’s what’s been missing, let’s talk
Serving companies across the U.S., including Chicago, Los Angeles, Houston, Miami, and Austin.
Expertise in Accounting Software
Don't Just Take Our Word For It
Read What Our Clients Are Saying
CPG CFO Insights
How to Reduce Unapplied Cash in Your Accounts Receivable
Unapplied cash is more common and damaging than business owners realise.
Read Blog
Integrated Accounting Systems: Features and Benefits
This blog explains how integrated accounting systems are improving businesses
Read Blog
Leading Automated Accounting Tools with Full E-Commerce Integrations
Your e-commerce numbers don’t match; here’s the system that finally fixes everything.
Read Blog
Key Metrics and KPIs of Accounts Receivable: What Finance Teams Need to Track
Ways for finance teams to track key metrics and KPIs of accounts
Read Blog
Property Management Accounting: A Detailed Guide for Property Managers
Learn property management accounting in 9 minutes.
Read Blog
Key Performance Indicators for Accounts Payable
In this blog, you will see what your AP numbers are saying.
Read Blog
How Digital Transformation is Shaping Shared Services in Manufacturing
A complete guide on how digital transformation is shaping shared services.
Read Blog
What Processes Run Inside a Shared Services Center? SSC Decoded!
Why Shared Services Are No Longer For Fortune 100 Companies Only?
Read BlogFREQUENTLY ASKED QUESTIONS
How is a CPG CFO different from a generic fractional CFO?
CPG has accounting quirks that break generic CFOs such as trade spend accruals, slotting fees, MCB and scan deductions, free-fill, spoils, broker commissions, co-man variances, and landed cost complexity. A generalist CFO will treat these as line items. A CPG CFO knows that unmanaged deductions can quietly erase 8–15% of your topline and builds the systems to catch them.
What are the best software solutions for CPG inventory management and cost control?
After decades inside CPG and manufacturing businesses, I’ve watched companies make the same mistake of buying the software, thinking it will fix a process problem. A software alone won’t. But the right software, paired with disciplined process ownership, can be transformational.
The right software depends on your stage. Here’s a practical breakdown:
Under $20M revenue: QuickBooks Online paired with a dedicated inventory subledger like Fishbowl or Cin7. Native QuickBooks inventory is not enough for CPG complexity.
$20M–$75M revenue: Acumatica or Oracle NetSuite as your financial backbone, plus a specialized trade promotion tool like Vividly. The trade tool alone often pays for itself through better deduction recovery.
$75M+ revenue: NetSuite or Microsoft Dynamics 365, paired with dedicated TPM software (Modus Planning) and a real demand planning tool like Anaplan or Netstock.
For warehouse and 3PL visibility: Extensiv is essential if you rely on third-party logistics
What is the right time for a startup to invest in fractional CFO services?
The right time for a startup to invest in fractional CFO services depends on several factors, primarily tied to its stage of growth and financial complexity.
Here’s a checklist to help determine when to bring in fractional CFO expertise:
Difficulty managing the company’s finances or financial matters.
Missing growth opportunities due to lack of informed financial decision-making.
Planning a new fundraiser that requires projections, KPI preparation, handling financial reporting questions, and easing the CEO’s workload.
Ensuring compliance with relevant financial regulations and reporting requirements to reduce the risk of penalties and fines.
Need for a more effective cash flow management system.
What are the key financial metrics for CPG sector performance?
If I had to name the three metrics most mid-market CPG companies under-measure relative to their importance:
- Product- level profitability,
- Trade spend ROI, and
- Deduction recovery rate.
These are typically where $300K–$1M in annual margin is lost due to the company having limited visibility in its finances.
Outsourced Fractional CFO Services for SMBs
Significant Cost Savings
Fractional CFO services offer flexible, non full-time pricing tailored to your business needs.
Flexible, Scalable Engagements
Choose pricing and service levels aligned with your business requirements, with the flexibility to scale support up or down as needed.
Seamless Team Integration
Fractional CFOs integrate smoothly with your internal team, providing expert financial insight and hands-on support.
Trusted & Confidential Partnership
EA Fractional CFOs uphold strict confidentiality while enabling transparent, well-informed financial decision-making.
In-House CFO–Level Guidance
Receive high-quality strategic leadership and financial oversight comparable to a full-time, in-house CFO.
Fractional CFO Trends
BPO-Backed Fractional CFOs
Instead of merely filling tactical vacancies, companies are outsourcing BPO firms to Fractional CFO services with execution support.
Within forums, executives of the finance industry mention that the BPO partners do not only give their full-blown strategic advice but also offer practical implementation- such as control of the cash forecast, KPI reporting as well as scenario analysis.
This combined model provides businesses with strategic leadership and operational sustainability without full time executives enhancing decision making and financial discipline through growth cycles.
Fractional CFOs: Industry-Niche Strategists.
Companies are now also pursuing fractional CFOs that possess more industry specific knowledge as opposed to generalists.
According to finance leaders, there is an increased demand in CFOs with based knowledge on sector-specific metrics, compliance, and growth drivers – SaaS unit economics, retail inventory relationships, or healthcare billing complexities.
The change assists businesses to have customized financial plans that suit their own industry needs and opportunities.