Busy isn't the sameas profitable.
Each month, one page showing which parts of your business actually make money, after cost of goods, fees, freight, and returns.
Grills lost $470 after freight, card fees, and returns. Worth repricing in August.
True net means revenue after cost of goods, processing fees, freight, and returns.
You know last month's total. You don't know which part of the business earned it.
Same line, same month. Looked busy. Lost money.
Too close to see it
You are in the business every day, so the trend that matters is the hardest one to spot from the inside.
Too small for a CFO
Fractional CFO firms want $2,000+ a month, and clients who have already grown past your stage.
Books get recorded, not read
Recording a transaction and explaining what it means are two different jobs. Most bookkeeping stops at the first.
Three steps. Once a month.
Send your sales export
A sales export from your POS or online store with product-level detail, plus cost of goods, processing fees, shipping costs paid, and returns. Most systems export all of it in a few clicks.
The numbers get read
Each product line is worked from revenue down to what is actually left, the same way a stock's fundamentals get checked before buying.
You get one clear page
A clean, downloadable PDF. No jargon — what each line earned, what it means, and the one thing worth watching next month.
What actually lands in your inbox.
Grills lost $470 after freight, card fees, and returns. Worth repricing in August.
True net means revenue after cost of goods, processing fees, freight, and returns.
Illustrative example. Figures and business are made up, not a real client.
Stop flying blind on your own numbers.
Book a free margin review30 minutes · no card required · first month free