Finance built for CPG brands
From seed-stage snack brands to $50M+ beverage companies, we provide the specialized financial infrastructure CPG brands need to scale profitably.
CPG categories we serve
Why CPG Is Different
Challenges only CPG brands face
General accountants miss the complexity. Here's what makes CPG finance unique — and why you need a specialist.
Complex COGS & BOM
Multi-ingredient products, co-manufacturing fees, packaging costs — CPG cost of goods is never simple. We break it down to the SKU level.
Retailer Deductions
Slotting fees, chargebacks, scan allowances, and promotional deductions can eat 15-30% of gross revenue. We track every dollar.
Trade Spend Accounting
Promos, demos, and trade marketing are massive line items. We build systems to measure ROI on every trade dollar spent.
Inventory Valuation
From raw materials to finished goods across multiple warehouses and 3PLs — we implement the right costing method for your model.
What We Do for CPG
End-to-end CPG financial services
CPG Bookkeeping
- GAAP-compliant monthly close within 10 days
- SKU-level COGS tracking and margin analysis
- Multi-channel revenue recognition (DTC, wholesale, marketplace)
- Inventory accounting across warehouses and 3PLs
- Retailer deduction tracking and reconciliation
- AP/AR management with vendor and distributor terms
Fractional CFO for CPG
- Cash flow forecasting with seasonal demand planning
- Pricing strategy and margin optimization by channel
- Fundraising support with investor-ready financials
- Board and investor reporting packages
- Trade spend budgeting and ROI analysis
- M&A preparation and exit planning
CPG Financial Modeling
- Unit economics by SKU, channel, and customer
- Trade promotion effectiveness modeling
- Channel profitability analysis (DTC vs. retail vs. wholesale)
- Demand forecasting and inventory optimization
- Scenario planning for new product launches
- Investor-ready three-statement models
CPG Metrics
The KPIs that actually matter for CPG
We don't just close your books — we deliver actionable insights on the metrics that drive CPG profitability.
Get StartedReady to get CPG-grade financial clarity?
Book a free consultation and see how Rella can transform your brand's financial operations.
Book a Free Consultation