Programs & Services
Transform your ecommerce business
into a money-making machine
Whether you're drowning in cash flow chaos or ready to scale with a strategic financial partner, we have a program built for where you are right now.
Profit First Coaching
Cash flow is dialed — but ready for better systems?
You've read the book. You know Profit First works. But implementing it on your own feels overwhelming — and you can't afford to throw your cash flow into chaos trying to figure it out.
Our Profit First Coaching Program is a three-month guided implementation designed by Cyndi Thomason, author of Profit First for Ecommerce Sellers. We turn knowledge into action with a custom plan that protects your cash flow while building consistent profitability.
- A full Profit First Assessment of your financials
- A custom bank allocation plan with minimal cash shock
- Guided implementation through your first profit distribution
- 4 coaching meetings over 3 months with your advisor
Build
We analyze your financials through the Profit First lens and design your custom implementation plan.
Optimize
We check progress on processes and operations, then determine what adjustments need to be made.
Reward
We monitor progress, make final adjustments, calculate your profit distribution, and plan for next quarter.
How often do we meet?
4 meetings over the 3-month program.
What's the cancellation policy?
Notify your coach and your next bill will be your last.
Jeremy Gross
CFO Advisor
Know your high-risk zones
Identify exactly where cash could quickly run out before it becomes a crisis.
Optimize your inventory cash
Stop letting cash sit locked in inventory for months. We'll show you how to free it up.
See where you stand — and what's coming
Weekly cash plans with clear action items on who to pay and where to negotiate terms.
How often do we meet?
Weekly during month 1, then semi-monthly. Weekly cash plans are emailed in off weeks.
What's included?
Weekly cash plans that identify your cash runway and action items for the coming week.
What's the cancellation policy?
Notify your coach and your next bill will be your last.
Jeremy Gross
CFO Advisor
Amber Smith
Cash Flow Coach
Cash Flow Compass
Is there a way out of the cash flow canyon — or is the business doomed?
You're growing fast, but your bank account tells a different story. You're in the Cash Flow Canyon — the dangerous gap between when you pay for inventory and when your customers pay you.
Cash Flow Compass is built for ecommerce owners scaling past $1M who need practical, data-driven solutions to bridge the cash gap without taking on more debt. We coach you week-by-week through real incoming and outgoing cash transactions. Not a spreadsheet handoff. A real partnership.
- 13-week cash flow model built for your business
- Weekly cash plans with clear instructions — who to pay, where to negotiate
- Frequent coaching meetings to review what's coming and what changed
- Reduces stress so you can focus on growing revenue
CFO Focus
Where do I focus my time, energy, and dollars to grow?
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 the life — you've always envisioned.
CFO Focus makes us an extension of your leadership team. We provide the insights, analysis, and strategic guidance typically reserved for companies with full-time CFOs. Twice a month. A real person. A phone call away when the unexpected happens.
- Everything in Cash Flow Compass, plus strategic forecasting
- Weekly cash flow forecasts reviewed together twice a month
- Financial statement forecasting updated quarterly
- Annual and quarterly planning aligned to your life goals
- SKU-level profitability analysis and inventory planning support
- Profit First implementation and assessments
Twice-monthly strategic meetings
Focused sessions on current challenges, cash plans, and decisions that move the business forward.
1–3 year financial forecasting
Financial statement forecasts updated quarterly so you're always making decisions with clarity.
Life-first planning
Annual and quarterly planning sessions that start with what you want your life to look like — then work backward.
Always available
Not a ticketing system or monthly report drop. We're a phone call away when the unexpected happens.
Cyndi Thomason
Founder & Lead Advisor
Jeremy Gross
CFO Advisor
Need ecommerce bookkeeping?
Our sister company bookskeep specializes in ecommerce bookkeeping to keep your financials accurate, timely, and decision-ready — so you and your advisors always have the numbers you need to move fast.
Not sure which program is right for you?
Take our free 3-minute assessment to see where your cash is leaking, or book a call and we'll look at your numbers together and tell you straight which program fits.
Book a Discovery Call
30 minutes with our team. We'll look at your situation and recommend the right fit — no pressure.
Book your callTake the Profit Assessment
3 minutes. See where your cash is leaking and what to fix first — based on real ecommerce data.
Get your free assessment