E‑commerce isn’t just hard—it’s a constant balancing act. Do any of these feel familiar?

☑️ Making money feels harder than ever.
Competition is rising, the economy feels tight, and staying profitable is a challenge.

☑️ Revenue grows, but your bank account doesn’t.
You’re selling more, but somehow the money isn’t adding up.

☑️ Inventory is tying up your cash.
Stock is piling up, and you don’t want money stuck in products that aren’t moving.

☑️ Spending decisions feel like a guessing game.
How much should you spend on ads? Hire another employee? Pay yourself? Is debt smart or risky?

☑️ You’re stretched thin.
You know there are financial issues, but you don’t have the time—or confidence—to dig in.

☑️ Scaling sounds great, but not if it means more stress.
Generic advice doesn’t fit your unique situation, and you’re not sure where to start.

If this sounds like you, you’re not alone—and you don’t have to figure it out on your own.

You’re not just getting financial strategy—you’re getting guidance from someone who has lived the e‑commerce grind.

✔️ I co‑founded and scaled an e‑commerce baby brand (Copper Pearl) to a multi‑million dollar exit.
✔️ I’ve wrestled with inventory headaches, cash flow crunches, and tough hiring decisions.
✔️ I combine founder‑level insight with a Master’s in Accounting, CPA credentials, and finance experience at Dell and Instructure (from startup to IPO).

I know exactly what levers actually move profit—not just top‑line revenue.

☑️ 1. Diagnose
Deep dive into your numbers and data sources to get a full picture:

• Pull data directly from Shopify (or your other platforms) to understand product‑level performance and true contribution margin

• Comprehensive financial health audit—profitability, cash flow patterns, balance sheet review, and overall financial structure

• Inventory sell‑through and spend analysis to see where cash is tied up

• Ensure your bookkeeping and reporting are set up to give you clear, actionable insights—not just after‑the‑fact reports
  
  

☑️ 2. Design
Build a financial roadmap that drives profit:

• Pricing analysis to uncover true winners and losers

• Forecasting for confident decisions on growth, hiring, and spending

• Breakdowns by product and channel to focus your efforts

• Marketing spend analysis (ROAS, LTV, AOV) to make sure ads pay off
  
  

☑️ 3. Decide
Ongoing guidance to scale profitably:

• Maintain and assess the strategies and systems we’ve built in the Design phase—making sure they’re delivering the results you need

• Regularly review KPIs, forecasts, and dashboards to catch issues early and adjust quickly

• Custom ad‑hoc analysis for big questions (subscription boxes? free shipping? wholesale strategy?)

• Help preparing for an exit if you want to sell someday

• Support through hard decisions and gray areas

☑️ Month‑to‑Month Flexibility
No long‑term contracts. If I’m not adding value, you shouldn’t keep paying me.
I only work with a limited number of clients at once so you get my full attention.

☑️ Transparent Investment
Engagements typically range from $3,000–$10,000 per month depending on scope.
I won’t take you on unless I’m confident I can deliver a strong ROI.

☑️ High‑Touch Support

• 1–3 calls per month plus unlimited Slack access

• Monthly or quarterly profitability and cash forecasts

• P&Ls by product and channel

• Ongoing access to me for any financial issue or decision 

I’d love to learn about your business and give you some immediate ideas on what to focus on—whether or not we end up working together. 

👉 Let’s schedule a free consultation. 

No pressure, no commitment—just a chance to talk through your challenges, and I’ll share some practical direction you can start using right away.