CFO Focus Program · Your Profit Team
Ongoing strategy for
ecommerce owners
ready to scale.
You've moved beyond cash flow emergencies. Now you need a trusted financial partner to guide long-term strategy, maximize profitability, and help you build the business and your life you've always envisioned.
"The CFO Focus Program completely changed our business. We were negative six figures. Under six months later, we were positive six figures."
Joel S. · 7-figure ecommerce brand ownerYour executive-level financial partnership.
CFO Focus is designed for established ecommerce business owners who are ready to scale strategically. We become an extension of your leadership team — providing the insights, analysis, and guidance typically reserved for companies with a full-time CFO.
You're not getting a monthly report you have to decode on your own. You're getting a real financial partner who knows your business, meets with you twice a month, and is a phone call away when something unexpected happens.
- Align your business decisions with your personal goals
- Long-term financial trajectory using 1–3 year strategic forecasting
- Structure for growth and profitability using Profit First methodologies
- Know your cash position 13+ weeks out before every major decision
Everything you need to run your finances like a CFO.
Weekly cash flow forecasts
Know your exact cash position before you pull the trigger on inventory or ad spend.
Financial statement forecasting
Full-year financial forecast updated quarterly so you're never flying blind.
Annual & quarterly strategic planning
Planning sessions that start with your life goals and work backward to business decisions.
SKU-level profitability analysis
Know which products are actually making money after fees, returns, and ad spend.
Profit First implementation
Ongoing Profit First assessments and allocations to keep cash where it belongs.
Always available
Not a ticket system. A real person, one phone call away when something comes up.
Customized KPIs and financial statements tailored to your business included.
What working with us actually looks like
We become your strategic financial partner — meeting twice a month to keep your numbers, decisions, and goals aligned.
Twice-monthly meetings
Every session covers your weekly cash flow forecasts, what's changed, what's coming, and what decisions need your attention. Focused, forward-looking, and actionable.
Cash Flow Compass built in
You get everything in Cash Flow Compass — 13-week cash planning, weekly cash plans, and coaching on exactly who to pay and where to negotiate terms.
Profitability deep dives
We go SKU by SKU — fulfillment costs, platform fees, returns, ad spend per unit. You'll know what to scale and what to cut before it becomes a problem.
Life-first strategic planning
Annual and quarterly planning sessions that start with what you want your life to look like — then work backward to the business decisions that get you there.
Grow with confidence, knowing you have backup.
When the unexpected happens — a supplier issue, a sudden cash gap, a big opportunity — we're not an email away. We're a phone call away.
Meet your CFO Focus coaches
Cyndi Thomason
Founder & Lead Advisor
Cyndi is the best-selling author of Profit First for Ecommerce Sellers — the first licensed Profit First book — and has spent over a decade coaching ecommerce businesses, speaking at industry events, and advising hundreds of founders worldwide. Through CFO Focus, she works directly with clients to align business strategy with life goals. She's seen it all and is ready to help you build a business that actually supports the life you want.
Jeremy Gross
CFO Advisor
Jeremy was a client first. He ran an ecommerce business with his wife and worked with Cyndi to plan his exit from a corporate job — so he knows exactly what it feels like to sit on the other side of the table. That experience gives him something most financial advisors don't have. He now has over a decade in ecommerce financial consulting and Profit First advising, working directly with CFO Focus clients on cash planning, profitability analysis, and strategic decision-making.
Everything you want to know
Still figuring out if CFO Focus is the right fit? Here are the questions we hear most — and if yours isn't here, just book a call and ask us directly.
Book a discovery call
What's included in CFO Focus?
You'll get weekly cash plans, financial statement forecasting updated quarterly, customized financial statements and KPIs, annual and quarterly strategic planning meetings, SKU-level profitability analysis, Profit First implementation, and inventory planning support. Additional projects are identified during our semi-monthly meetings.
How often do we meet?
Twice a month — every month. Between meetings you'll receive weekly cash plans so you always know where you stand.
Is CFO Focus different from Cash Flow Compass?
Yes. Cash Flow Compass focuses on getting you out of a cash flow crisis with intensive weekly coaching. CFO Focus is a longer-term strategic partnership — it includes everything in Cash Flow Compass, plus profitability analysis, financial forecasting, strategic planning, and quarterly alignment sessions with Cyndi.
Who is CFO Focus for?
Ecommerce business owners who are past the cash flow emergency stage and ready to scale strategically. Most of our CFO Focus clients are doing $1M+ in revenue and need forward-looking financial intelligence without hiring a full-time CFO.
What's the cancellation policy?
If you need to cancel, notify your coach and your next bill will be your last. No long-term lock-in.
What CFO Focus clients say
"The CFO Focus Program completely changed our business. When we started, we were negative six figures. Under six months later, we were positive six figures."
"Well, thank you guys for the work that you've helped with and what you've shown us because it really has changed the way that we think about money."
"I don't think right now the situation I'm in, I can afford not to do it. And I agree with you 100%. It could not have come at a better time."
Ready to stop guessing and start growing with a plan?
Discovery calls are 30 minutes. We'll look at your current situation and tell you honestly whether CFO Focus is the right fit. No pressure, no pitch deck.