The CPG Founder Survival Guide
Everything you need to get your finances right from day one — cash flow templates, compliance checklists, and the exact spreadsheets we use with our own CPG brand.
PDF + spreadsheets. No spam.
What's inside:
- Cash flow forecasting template
- Month-end close checklist
- COGS tracking spreadsheet
- Retail readiness guide
Built by accountants who work with growing CPG brands.
Free Downloads
Templates, calculators, and checklists built specifically for CPG founders. Grab what you need.
CPG Cash Flow Template
A 12-month cash flow model built specifically for product-based businesses with seasonal revenue.
Retail Readiness Checklist
Everything you need before pitching Whole Foods, Target, or any major retailer.
COGS Calculator
Stop guessing your cost of goods sold. This spreadsheet breaks down landed costs, co-man fees, and packaging.
Month-End Close Checklist
The exact 27-step checklist our accountants use to close CPG books every month.
Sales Tax Guide for CPG
Nexus rules, marketplace facilitator laws, and what every product brand needs to know about sales tax.
Inventory Reconciliation Template
Track inventory across warehouses, 3PLs, and retail. Reconcile units and dollars in one sheet.
Due Diligence Checklist
Raising a round or preparing for acquisition? This is the financial due diligence checklist investors expect.
S-Corp Calculator
Should your business be an S-Corp? Run your numbers through this calculator to estimate potential tax savings.
Trade Spend Tracker
Track promotional spend, retailer deductions, and trade ROI across every retail partner.
Unit Economics Calculator
Calculate contribution margin, break-even, and per-unit profitability by channel and SKU.
Fundraising Financial Model
An investor-ready 3-year financial model template built for CPG brands seeking seed or Series A.
Rella CPG Finance GPT
A custom GPT trained by our team on CPG finance best practices, accounting standards, and the exact frameworks we use with clients. Add it to your ChatGPT account and get expert-level CPG finance guidance — even when we're not on the clock.
- COGS breakdowns and unit economics help
- Trade spend tracking and accounting guidance
- Cash flow forecasting frameworks
- Fundraising prep and investor-ready financials
What you'll walk away with
Know your numbers
Understand your true COGS, contribution margin, and unit economics — not the guesses in your head.
Stay compliant
Sales tax, inventory valuation, GAAP standards — stay on the right side of the rules as you grow.
Grow into retail confidently
Have the financial foundation to pitch buyers, manage deductions, and scale without surprises.
Start here
Three steps to getting your CPG finances in order.
Step 01
Download the Survival Guide
Get the templates, checklists, and calculators. Everything is free — no strings attached.
Step 02
Use the templates
Plug in your numbers. Build your cash flow model. Run your unit economics. Start with what matters most.
Step 03
If you get stuck, book a call
We're real CPG accountants (and founders). If DIY isn't cutting it, we'll take it from here.
Don't want to DIY this?
If you'd rather focus on building your brand and let a team of CPG finance experts handle the accounting, we can help.
Book a Free CallNo pressure. Just a conversation.