Optimize Your Financial Operations

We understand the importance of working capital management. Our Financial Operations services provide the expertise and guidance you need to optimize your financial performance and drive growth.

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Streamline Your Financial Operations

Our Financial Operations services provide you with the expertise and guidance to optimize your working capital, plan for inventory, manage omnichannel sales and distribution, review insurance and contracts, and develop a growth strategy for expansion.

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Omnichannel Sales & Distribution Planning

If you’re a DTC brand looking to expand into wholesale, our Fin Ops team will help you build a plan. From managing buyer expectations to PO financing solutions, we’re here to help you along the way.

Inventory Management

Working closely with accounting and finance, our Fin Ops lead advises on appropriate inventory levels, ensuring healthy working capital investment and harvesting cycles.

Insurance and Contracts

We ensure that our clients have proper insurance coverage (depending on size and scale). We also review contracts with financial obligations and help negotiate where we see fit.

Logistics and 3PL

Our Fin Ops lead reviews the supply chain cycle and advises on optimizing for cost control measures. Our goal is to ensure our clients remain as lean as possible for as long as possible.

What are the next steps?

We understand the pace and stress of running a growing brand. We align with your needs and provide financial guidance to help you win.

What to expect next? We will:

Review your financial statements

Complete an in-depth analysis

Discuss our recommendations

Evaluate partnership scope

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What are the next steps?

We understand the pace and stress of running a growing brand. We align with your needs and provide financial guidance to help you win.

What to expect next? We will:

Review your financial statements

Complete an in-depth analysis

Discuss our recommendations

Evaluate partnership scope

Book a free consultation

“FinanceWithin is an incredible strategic partner. I never hesitate to refer them clients in need of financial planning, fundraising guidance, restructures, and operational support, as well as the full accounting services of FinanceWithin. As a trusted Community model that is a destination for brands and founders seeking growth strategy and execution - FW’s passion for founders and generosity of spirit makes them a critical player in our mission to support companies at all stages.”

April

Founder and CEO

Grow with Confidence

We’re built for entrepreneurs and founders. We go beyond just proformas and credits equals debits. We think through the mechanics of the business and build financial frameworks to unlock real value in brands.

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We Help Clients Build Investor-Grade Businesses

Fractional CFO

Strategic planning, performance improvement, governance and compliance, investor relations, fundraising, capital market solutions.

FP&A

Cash flow forecasting, financial modeling, budgeting strategies, cost control, KPI dashboards, scenario planning, debt management.

Accounting Services

Controller level monthly close, investor-ready financial reporting, supporting documentation against each close, AP, support on setting internal controls.