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 up, costs keep creeping higher, and profit feels harder to protect. 

☑️ Revenue grows, but your but cash doesn’t
Sales look good, but your bank account tells a different story. 

☑️ Inventory is tying up cash
Money is stuck in products that aren’t moving the way you expected 

☑️ Spending decisions feel uncertain
Ads, hires, inventory, debt—everything feels interconnected, and the margin for error feels small 

☑️ You’re stretched thin
You know there are financial issues worth digging into, but time and mental bandwidth are limited 

☑️ Growth sounds good… but not at any cost
Generic advice doesn’t fit your situation, and you want a clearer path forward. 

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

I’m not just advising from the outside—I’m a brand owner myself.

Earlier in my career, I co-founded and scaled an e-commerce baby brand (Copper Pearl) to a multi-million-dollar exit. I’ve lived through inventory mistakes, cash-flow stress, pricing decisions that mattered, and the weight that comes with growing a real business.

That experience is paired with a Master’s in Accounting, CPA credentials, and finance experience at Dell and Instructure (from startup through IPO). But what clients value most is the combination of real-world perspective and clear financial thinking.

I know which levers actually move profit—and which ones just create noise.

Every brand is different, but most engagements follow a simple progression:

☑️ 1.  Get Clear
We make sure the numbers actually reflect how your business works. 

• Product- and channel-level contribution margin

• Profitability, cash-flow, and balance-sheet review

• Inventory and sell-through analysis

• Making sure bookkeeping and reporting are structured for decision-making—not just compliance
  
  

☑️ 2. Build a Plan
Once the numbers are clear, we use them to guide decisions. 

• Pricing and unit-economics analysis

• Forecasting for growth, hiring, and spend

• Product and channel focus

• Marketing efficiency (ROAS, CAC, LTV) tied back to profit and cash
  
  

☑️ 3. Decide With Confidence
Ongoing support as the business evolves. 

• Regular reviews of KPIs, forecasts, and trends

• Adjusting strategy as conditions change

• Ad-hoc analysis for big questions (free shipping, subscriptions, wholesale, debt, exits)

• A steady sounding board for gray-area decisions

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

☑️ Transparent Investment
Most engagements fall between $3,000–$10,000 per month, depending on scope. I won’t take you on unless I believe there’s a clear path to ROI. 

☑️ High‑Touch Support

• Multiple calls each month 

• Slack access for questions and decisions as they come up 

• Communication and direction with executive team as needed

I try to be direct, approachable, and generous with my time. The goal is clarity—not complexity.

I’m always happy to learn about your business and share a few ideas on where to focus—whether or not we end up working together. 

👉 Let’s start a conversation. 

No pressure. No Pitch. Just a conversation and some practical direction you can use right away.