Clarity for your store. Control for your scale.

Bookkeeping, accounting, and strategic finance for e-commerce and DTC brands—from first product to 8-figure scale.

HOW WE HELP

Whether you sell on Shopify, Amazon, retail shelves—or all three—CFO Plans gives you clean books, clear unit economics, and proactive finance strategy.

We plug in as your finance team, giving you real numbers, real insight, and a real plan to scale profitably.

How we work with you

  • Interlocked chain link logo with one link in light blue and the other in dark blue.

    Connect

    We integrate with Shopify, Amazon, QuickBooks, Gusto, inventory tools, and more.

  • Four blue horizontal bar graphs arranged vertically with gradient shades of blue.

    Align

    We sync weekly, clean up COGS and expenses, and deliver dashboards that make sense of cash flow and margin.

  • A stylized blue knight chess piece with a modern, digital art style.

    Advance

    We model cash burn, marketing ROI, and inventory runway—so you can grow with eyes wide open.

Core Services We Offer for E-Commerce & DTC

Everything we do is integrated, proactive, and built for product businesses.

Accrual-Based Bookkeeping

Clean financials that reflect real COGS, returns, fees, and platform payouts—GAAP-ready and investor-friendly.

Revenue & Channel Reporting

See true revenue across Shopify, Amazon, wholesale, or subscriptions—and how each contributes to your bottom line.

Inventory & COGS Accounting

Accurately track inventory on hand, landed costs, and margin by SKU, channel, and fulfillment method.

Tax Compliance & Strategy

Sales tax, nexus thresholds, ecommerce deductions, and year-end filings—fully handled.

Financial Modeling & Cash Planning

Forecast your cash runway, test marketing spend levels, and model inventory purchases with clarity.

On-Demand Strategic CFO

Plan for product launches, capital raises, or expanding into retail with a seasoned partner by your side.

“CFO Plans walked through the fire with us when everyone else ran—now they’re the partner we trust to scale with.”

— Kanna Sunkara, Co-founder of REUZIP

Why CFO Plans for E-Commerce & DTC?

Product businesses don’t scale linearly—and neither should your finances.

We speak SKU.

We understand how margin, returns, shipping, and CAC affect your business at every level.

We build around your stack.

From Shopify to Amazon to retail POS systems—we connect the dots and make the numbers make sense.

We help you scale wisely.

No more guessing on reorder timing, ad spend, or runway. We give you data-backed clarity at every growth stage.

With CFO Plans, your books don’t just stay clean—they become your growth playbook.

Hospitality Finance FAQs

  • Yes. We reconcile inventory, landed cost, and cost of goods across Shopify, Amazon, and wholesale. You’ll get margin visibility by SKU, fulfillment method, and channel.

  • Absolutely. We pull data directly from your platforms and map it cleanly into your financials—so your books reflect what’s really happening in your store.

  • Yes. We model cash requirements for inventory purchases, ad spend scaling, and product launches—so you never overspend or run dry unexpectedly.

  • We track nexus thresholds, help file multi-state sales taxes, and ensure compliance across platforms and jurisdictions.

  • No worries. We specialize in cleanups and can help you go from basic bookkeeping to full visibility over your cost structure and profitability.

Keep the products. We’ll handle the books.

Let’s talk. We’ll show you how CFO Plans brings control, visibility, and growth strategy to your ecommerce finances—so you can scale with confidence.