CPG Insights

Finance insights for CPG leaders

Expert analysis, practical guides, and strategic insights to help you make smarter financial decisions for your consumer brand.

Metrics & KPIs

5 Financial Metrics Every CPG Founder Should Track Weekly

Most CPG founders look at revenue and bank balance. Here are the five metrics that actually predict whether your brand will survive and thrive.

Feb 8, 20266 min read
Bookkeeping

Trade Spend Accounting: What Your Bookkeeper Gets Wrong

Trade promotions can eat 20-30% of your gross revenue. If your accounting firm isn't handling trade spend correctly, you're flying blind.

Jan 28, 20268 min read
Fractional CFO

When to Hire a Fractional CFO for Your CPG Brand

Not every brand needs a full-time CFO, but every scaling brand needs strategic finance. Here's how to know when fractional CFO support makes sense.

Jan 20, 20265 min read
Bookkeeping

Inventory Valuation Methods for CPG: FIFO vs. Weighted Average

The inventory valuation method you choose directly impacts your reported margins. Here's how to pick the right one for your consumer brand.

Jan 5, 20269 min read
Fundraising

Preparing Your CPG Brand's Financials for Series A

Investors scrutinize CPG financials differently than SaaS. Here's exactly what you need to have buttoned up before going out for funding.

Dec 18, 202510 min read
Bookkeeping

Understanding Retailer Chargebacks and How to Prevent Them

Chargebacks from retailers like Walmart and Target can silently drain your margins. Here's how to track, dispute, and prevent them.

Dec 5, 20257 min read
Financial Strategy

Cash Flow Forecasting for Seasonal CPG Brands

Seasonal demand swings can make or break a CPG brand. Build a cash flow forecast that accounts for production timing, inventory builds, and seasonal sales peaks.

Nov 22, 20258 min read
Metrics & KPIs

The True Cost of Co-Manufacturing: Hidden Fees to Watch For

Your co-man invoice tells one story. The real cost of outsourced production tells another. Here's how to calculate the full picture.

Nov 10, 20256 min read
Financial Strategy

DTC vs. Wholesale: How to Track Profitability by Channel

Selling on Shopify, Amazon, and through distributors? Each channel has different margin profiles. Here's how to measure which ones actually make money.

Oct 28, 202511 min read

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