Case Studies
Real results for real CPG brands
See how we've helped consumer brands achieve financial clarity, improve margins, and scale with confidence.
Harvest & Co.
From $2M to $12M in revenue with financial clarity
6x
Revenue Growth
From $2M to $12M in 24 months
+8%
Gross Margin
Improved from 34% to 42%
$5M
Fundraising
Series A closed with our models
10 days
Monthly Close
Down from 6 weeks
The Challenge
Harvest & Co. was growing fast but had no visibility into product-level margins. They were making pricing and distribution decisions based on gut feel, and their generic bookkeeper couldn't handle CPG-specific accounting.
Our Solution
We onboarded Harvest & Co. with monthly bookkeeping, fractional CFO advisory, and custom financial models. We built SKU-level margin tracking, optimized their trade spend, and provided board-ready reporting for their Series A.
“Rella gave us the financial clarity we needed to make real decisions. We wouldn't have landed our Series A without them.”
Sarah Chen, CEO
Peak Beverages
Saving $400K annually through margin optimization
$400K
Cost Savings
Annual savings identified
15+
Channel Clarity
Retail accounts analyzed
3.2x
Trade ROI
Average trade promotion ROI
4 weeks
Catch-up
Books caught up from 3 months
The Challenge
Peak Beverages was selling through 15+ retail accounts but had no idea which were actually profitable after deductions, slotting fees, and trade spend. Their accounting was 3 months behind.
Our Solution
We rebuilt their accounting from scratch, implemented channel profitability analysis, created a trade promotion ROI model, and provided ongoing fractional CFO guidance. We also negotiated better co-manufacturing terms using our cost analysis.
“We were losing money on 3 of our top 10 retail accounts and had no idea. Rella's analysis literally changed our business.”
Marcus Rivera, Founder
Glow Essentials
40% reduction in accounting costs with better results
40%
Cost Reduction
Lower accounting costs
+6%
Margin Lift
Gross margin improvement
99.8%
Accuracy
Financial statement accuracy
Real-time
Reporting
Dashboard access 24/7
The Challenge
Glow Essentials was paying a large regional firm for generic accounting that didn't understand their DTC + wholesale hybrid model. Reports were often wrong and financial visibility was nonexistent.
Our Solution
We took over all accounting, set up proper revenue recognition for their multi-channel model, implemented inventory tracking, and built custom KPI dashboards for real-time financial visibility.
“We cut our costs by 40% AND got dramatically better service. The CPG expertise makes all the difference.”
Emily Nakamura, COO
Ready to become our next success story?
Book a free consultation and see how Rella can transform your CPG brand's financial operations.
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