Ecommerce CFO Services for 7- and 8-Figure Brands

Get fractional CFO support built specifically for ecommerce. Clean financials, real forecasts, and a partner who actually understands how Shopify, Amazon, and DTC businesses work. Delivered by Jarrod Souza at CFO Expertise, our trusted partner for ecommerce CFO work.

Free 30-minute call. No commitment. We’ll tell you honestly if we’re the right fit.

You're growing fast. The numbers haven't caught up.

Most ecommerce founders we talk to are doing real revenue. They’ve got product-market fit, they’re scaling ad spend, and they’re hiring. But when you ask them what their actual contribution margin is by SKU, or whether they can afford the next inventory order, or what their CAC payback looks like by channel, the room goes quiet.

That’s not a failure. It’s where most 7-figure brands are. The problem is that you can’t scale past it without finance leadership. Generalist accountants don’t speak ecommerce. Bookkeepers can keep your books clean, but they’re not building you a forecast. And a full-time CFO at $200K+ a year doesn’t make sense at your stage.

That’s the gap an ecommerce CFO fills.

What Our Ecommerce CFO Service Delivers

This isn’t bookkeeping with a fancier title. It’s strategic finance for ecommerce, with the dashboards, forecasts, and monthly reviews to back it up.

Accrual-Based Financials by the 10th

Clean monthly financials delivered every month, on time, with proper COGS and inventory accounting baked in. No more reconciling last quarter while you’re trying to plan next quarter.

Custom Ecommerce Finance Dashboard

All your key metrics in one place: revenue, COGS, contribution margin, CAC, LTV, payback period, and cash position. Built for the way ecommerce actually works, not generic small business templates.

Cash Flow & Inventory Forecasting

Rolling forecasts that connect ad spend, inventory orders, and cash position so you can make confident buying decisions. No more gut-feel inventory math.

Monthly Strategic CFO Review

A real conversation with your CFO every month, walking through the numbers, flagging what’s working, and identifying the moves that will actually move the needle.

Exit & Investor Prep (When You're Ready)

If you’re heading toward an acquisition, PE deal, or capital raise, we clean up your financials, structure your data room, and maximize EBITDA. The goal: make you look bulletproof to buyers.

Book a Call to Learn More

Meet Your Ecommerce CFO: Jarrod Souza

15+ years in finance. CFO for Michael Hyatt. Scaled Golf Tailor from $4M to $40M. Today, founder of CFO Expertise, advising 25+ ecommerce brands on Shopify and Amazon.

Jarrod isn’t a traditional CFO. He’s a former finance leader who scaled a DTC brand from $4M to $40M in four years, then served as CFO at Michael Hyatt & Company before launching CFO Expertise in 2020. He thinks more like an FP&A data analyst than an accountant, which is exactly what ecommerce founders need.

His specialty is connecting the metrics that matter. Most founders track revenue and gross profit. Jarrod connects those to CAC, LTV, payback period, contribution margin, and email revenue contribution, so you can see what’s actually driving growth and what’s just expensive activity.

He’s worked with brands across health and beauty, supplements, sporting goods, homeware, and DTC food and beverage. Names like ClearSTEM, Gold Hinge, Soul CBD, BURLEBO, Xtrema, Sprinkler Supply Store, and Gardenary. One of his clients went from $8M to $25M in a single year after fixing the financial foundation. Same product, same market, different system.

Why does this matter for EcomBalance customers? Because we already handle your bookkeeping. When you’re ready to add strategic finance on top, you’re not starting from scratch with a stranger. Jarrod and our team work in lockstep, so the books you trust feed directly into the strategy you need.

15+

Years in Finance

25+

Ecommerce Brands Served

$4M → $40M

Golf Tailor Scale

By the 10th

Monthly Financials Delivered

Most ecommerce founders aren’t flying blind because they’re bad operators. They’re flying blind because no one’s ever shown them the dashboard. My job is to turn financial chaos into a scoreboard you actually want to look at.

How It Works

Four steps from first call to confident finance leadership.

1

Book a Discovery Call

Free 30-minute call with our team. We’ll learn about your business, your numbers, and what’s slowing you down. If we’re not the right fit, we’ll tell you.

2

Onboard with Jarrod's Team

Once you’re in, Jarrod and the CFO Expertise team get to work. We clean up your chart of accounts, set up accrual financials, and build your custom dashboard.

3

Receive Monthly Financials by the 10th

Every month, you get clean accrual-based financials and a full KPI dashboard delivered on time. No chasing, no surprises.

4

Meet Monthly with Your CFO

Jarrod and team review the numbers with you, surface what’s working, flag what isn’t, and help you make the next move with confidence.

Is This Right for Your Brand?

This is for you if…

This isn't a fit if…

Testimonials

“An absolute godsend for our business. Has completely transformed visibility into our analytics.”

Danielle Gronich

ClearSTEM

“It was a big jump, a big investment, and I honestly wish I could go back and tell myself to do it sooner.”

Kat Receveur

Gold Hinge

“With their expertise, we’ve finally gained the clarity and consistency to confidently navigate our financials.”

Brian Bogert

Brian Bogert Companies

What is an ecommerce CFO?

An ecommerce CFO is a finance leader who specializes in the way online businesses actually work. That means understanding inventory, COGS, contribution margin by SKU, CAC and LTV by channel, and how cash flows through ad spend, inventory, and fulfillment. A generalist CFO can read a P&L. An ecommerce CFO can tell you why your gross margin shifted 3 points last month and what to do about it.

How is this different from EcomBalance's bookkeeping service?

Bookkeeping keeps your financials clean and on time. CFO services use those financials to drive strategic decisions: forecasts, cash flow modeling, margin analysis, and growth planning. Most of our CFO clients use EcomBalance for bookkeeping too, so the data flows seamlessly.

Who actually does the CFO work?

The service is delivered by Jarrod Souza and his team at CFO Expertise, our trusted partner for ecommerce CFO work. Jarrod has 15+ years in finance, served as CFO at Michael Hyatt & Company, and currently advises 25+ ecommerce brands on Shopify and Amazon.

How much does an ecommerce CFO cost?

Most ecommerce brands pay between $3K and $10K per month, depending on complexity and scope. The right way to think about it is ROI: a good CFO should save you multiples of their fee through better inventory decisions, stronger margins, and cleaner growth planning.

What's included each month?

Accrual-based financials by the 10th, a custom KPI dashboard with the metrics that matter (COGS, contribution margin, CAC, LTV, payback period, cash position), and 1–4 strategic review meetings per month depending on your package.

Can you help us prepare for an exit?

Yes. A high percentage of CFO Expertise clients are scaling toward acquisition or PE. Jarrod’s team helps clean up financials, structure your data room, maximize EBITDA, and model valuations so you walk into due diligence looking bulletproof to buyers.

How do I get started?

Book a free 30-minute call with our team. We’ll learn about your business, walk through your current setup, and tell you honestly whether we’re the right fit. No commitment, no retainer required.

Frequently Asked Questions

Ready to Stop Guessing?

If you’re a 7- or 8-figure ecommerce brand and you’re tired of making growth decisions on instinct alone, let’s talk. Book a free 30-minute call and we’ll walk through your numbers, your goals, and whether an ecommerce CFO is the right next move.

No commitment. No pitch. Just a real conversation about your finances.