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CPG CFO Services
Is your CPG business caught in the day-to-day or building
for what’s next?
Increase profitability, improve cash flow, and prepare your brand for long-term growth. Our CFO leadership is built specifically for food, beverage, health, beauty, and consumer companies.
Our Client Portfolio
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CFO Services Built for CPG
Hi, I’m Haroon Jafree. I’ve spent 25+ years inside CPG, including C-suite roles, helping brands connect strategy, financial reporting, and consumer packaged goods accounting services at every stage of growth.
Clients work with me for a CPG-specific perspective on their decisions.
See revenue by channel and customer, net of trade spend, so you know where your margin lives.
Get a 13-week cash flow model built around retailer terms and deduction timing, so nothing catches you off guard.
When an investor comes, walk in with projections grounded in reliable numbers and a story that answers the hard questions about gross margin, velocity, and repeat rates.
If that clarity is missing in your business, let’s talk about where you are and how to get where you want to go
Start With a Free CPG CFO Strategy Consultation
US CPA Management Team
U.S. CPA-led teams supporting inventory management, 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 S/4HANA, 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
- Demand and supply planning
Capital & Growth Strategy
- Financial planning and analysis
- Investor reporting
- Board materials
- Retail expansion modeling
Custom Agentic AI for CPG
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Workflow Discovery & Agent Design
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Build, Integrate & Deploy
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Guardrails & Audit Trails
- Pilot, Prove, Scale
Confident Decisions
Trusted CFO Services for Consumer Packaged Goods Brands
I’m a former CPG executive. Before I ever advised a brand, I ran the trade spend, defended the channel margins, modeled the supply chain, and sat across the table from the kind of investors you are preparing to meet. I know the KPIs that decide your valuation.
A generalist learns your business on your time. A specialist already knows it. The question is not whether you need a CFO. It is whether you would rather hire someone who must be taught what you do, or someone who has already done it.
If that is the difference you have been looking for, let’s talk.
Expertise in Accounting Software
Don't Just Take Our Word For It
Read What Our Clients Are Saying
CPG CFO Insights
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Energy cost tracking helps energy companies improve cost visibility, cash flow planning,
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Accounts Payable Problems in Energy Companies And How to Control Them
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How CPG Brands Are Using AI Agents
Read the most impactful use cases of AI agents in the CPG
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Independent Contractor Bookkeeping: The Complete Guide
Everything independent contractors need to know to keep accurate financials.
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Top Picks: Accounting Software for E-commerce in 2026
Right accounting software improves every financial decision that follows.
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Inventory Management in the CPG Industry: Strategies, Challenges, and Best Practices
When inventory breaks, the income statement always finds out first.
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How to Reduce Unapplied Cash in Your Accounts Receivable
Unapplied cash is more common and damaging than business owners realise.
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Integrated Accounting Systems: Features and Benefits
This blog explains how integrated accounting systems are improving businesses
Read BlogFREQUENTLY ASKED QUESTIONS
What's the difference between a CPG fractional CFO and a generic fractional CFO?
A CPG fractional CFO brings deep industry expertise that a generic fractional CFO often lacks. They understand the unique financial drivers of consumer packaged goods businesses, including trade promotions, manufacturing costs, deductions, inventory management, retailer relationships, and the systems that support them.
Because they have worked specifically with CPG companies, they can provide best practices, reliable data, and more strategic guidance tailored to the industry.
A generic fractional CFO may offer broad financial leadership, but a CPG CFO can identify opportunities, risks, and operational improvements that are unique to the CPG sector.
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:
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Difficulty managing the company’s finances or financial matters.
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Missing growth opportunities due to lack of informed financial decision-making.
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Planning a new fundraiser that requires projections, KPI preparation, handling financial reporting questions, and easing the CEO’s workload.
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Ensuring compliance with relevant financial regulations and reporting requirements to reduce the risk of penalties and fines.
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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.
Why Every CPG Brand Needs a CFO?
Significant Cost Savings
Fractional CPG CFO services offer flexible, non full-time pricing tailored to your business needs.
Experience Across Multiple CPG Companies
Haroon brings broad experience working across multiple CPG companies simultaneously, giving him diverse industry exposure that a traditional full-time role may not match.
Talent & Organizational Capability
Haroon cultivates high-performing finance teams with specialized expertise in CPG.
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.