“Don’t hesitate! Sarah and her team are approachable and knowledgeable.”
— Krystal Jackson, The Joy Pop Co.
we provide FINANCIAL consultings services & SUPPORT
TO GOOD FOOD BUSINESSES
Including:
Consumer packaged food AND beverage products (CPG), Farmers, Ranchers,
fishers, caterers and Independent retailers.
our focus is on helping founders create and execute a financial plan to build the food business of their dreams - beginning with
our cfo financial assessment.
“The Profit Assessment gives you insight into your business that you probably don't have at this time. It's going to allow you to gain a super power that you'd didn't know you could have."
-Zach Pecha, Hikers Brew Coffee
“There is a lot of detailed work that must be done managing the finances of your business. Sarah takes a big chunk of that work and makes it manageable, efficient and forward thinking."
-Sonya Ramsey, VeggyDog
“The Profit Assessment is a great place to start in order to understand your numbers better!”
— Kelly Abbott, Unleashed Coffee
The financial Assessment answers the biggest questions
founders have about their business:
What are my financials telling me?
Are my products priced right?
what should my margins be?
how can i increase profitability?
When can I start to pay myself or grow my team?
How much debt can my business take on?
How can I reduce the amount of debt my business has?
Is my business going to make it?
the CFO financial Assessment service includes:
comprehensive quickbooks aUDIT
Gain confidence in the accuracy of your financial data with an in-depth review by a CPG-industry financial expert.
tailored financial reporting
Unlock the true potential of your financials with Sarah’s expert recommendations to enhance reporting structure and rectify any discrepancies in your records.
product margin diagnostic
Sarah will review your margins and suggest strategic adjustments to optimize cash flow. (price increases aren’t your only option!)
financial evaluation
Get a holistic view of your business’s financial health, clarity around your margins and insights into strategic next steps for improving profitability.
90-minute strategy session
Engage in a one-on-one session with Sarah to review the analysis, ensure you grasp every aspect of your financial situation, and understand your path forward.
the CFO financial Assessment
$1,200
frequently asked questions
-
For the most accurate analysis and recommendations we request 1) access to your Quickbooks Online account, and for the margin audit we request 2) product costs and prices for each channel you sell in. It’s fine to send us a spreadsheet you’ve created with your costs!
-
The Financial Assessment Service can take anywhere from 2-6 weeks to complete depending on how quickly you provide the requested information, and calendar availability.
The process looks like this:
1. Book Financial Assessment & Pay Deposit
2. Upon Booking you’ll receive a Questionnaire and Instructions for sharing Quickbooks Access & Product Cost Information.
3. When your responses and information are received we’ll send you a link to schedule your 90-minute strategy session.
4. Sarah will take about 2 weeks to complete the process, starting with the in-depth Quickbooks Audit. She’ll email you with any questions.
5. You & Sarah will meet for your strategy session
6. Final reports, interactive tools & a recording of your session are provided within 1 business day of your meeting. -
This service was initially designed for businesses that have been in business for at least 6 months, but we have found that it provides great value to founder who are in the process of launching.
Below is information on how this service differs for pre-launch businesses.
1. The Quickbooks audit - won’t be completed because you don’t have financials yet2. Tailored Financial Reporting - can be created and you can share the outline with your Bookkeeper.
3. Product Margin Diagnostic - Pre-launch is the perfect time to do this!
4. Financial Evaluation - won’t be completed as intended in the original service but Sarah will review your Financial Forecast and Assumptions to provide feedback.
5. 90-minute Strategy Session - is included to review all of the above and provide recommendations.
*No discount is provided for this modified service as the value to founders remains the same.
-
Yes! Confidentiality is of extreme importance to us. You’ll receive a Mutual Non-Discloure Agreement to review and sign upon submitting your deposit.