Strategic Focus: Scale financial operations to support rapid growth while maintaining profitability

Key Activities:

• Develop sophisticated inventory forecasting models tied to cash flow projections

• Implement contribution margin analysis by product line and marketing channel

• Create dashboard with key metrics (CAC, LTV, inventory turns, fulfillment costs)

• Analyze warehouse vs. 3PL economics as company scales

• Establish credit facilities to support inventory purchases during growth phases

• Optimize pricing strategies and promotional discount structures

• Evaluate international expansion opportunities with detailed market analysis

• Implement more advanced financial systems to replace outgrown QuickBooks

Engagement Structure: Weekly on-site day plus remote availability, 25-30 hours monthly on retainer