Strategic CFO Partner

We provide expert CFO guidance to growing companies and are a full-cycle partner (from startup to M&A). We stress good results. Our success depends on close coordination with our clients – working as an extension of their team to achieve goals.

Help Brands Scale With Confidence

Our CFO services are strategy led and data-driven. We combine an investor’s perspective with an operator’s discipline.

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Capital Markets Solutions

We're a go-to fundraising partner for many consumer brands (both debt and equity). We have significant experience helping clients source capital from the right partners, putting together credit packets, and helping them negotiate term sheets.

Working Capital Advisory

We have strong background and experience navigating the operational complexity of certain sectors in DTC and CPG. Our goal is to help our clients improve their cash cycle and maintain strong liquidity and working capital efficiency while focusing on growth.

Demand Planning

We analyze opportunities for margin expansion and advise on budgeting and proper cost control methods. We aim to help our clients focus on performance, profitability, and predictability.

Financial Modeling

Investor-ready financial models designed to help clients raise capital. We transpose our models to operating plans and KPI dashboards. We leverage scenario planning and stress tests against changes in certain drivers in the business (e.g. working capital harvesting, MER changes, velocity, etc).

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 has gone above and beyond in creating pristine financial hygiene and a solid accounting foundation for our business. Their precision along with a proactive approach to identifying opportunities, has been extremely instrumental in setting us up for growth and success."

Morgan

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

FP&A

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

Financial Operations

Working capital advisory, cash planning for inventory, omnichannel S&D planning, insurance and contracts review, growth strategy and expansion.

Accounting Services

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