Climb Cfo

We help e-commerce direct-to-consumer brands climb from where you are to where you're going. We work with companies that aren't quite big enough for a full-time controller or CFO but can benefit from a higher level of financial oversight, forecasting, and management. Most fractional CFOs have spent their career in public accounting or consulting and serve dozens of clients. These consultants are overworked and can’t provide you with the intimate, personal service that is so crucial to the success of your brand. Not only that, but many of these fractional CFO’s are entrenched in “old-school” ways of doing business and don’t know what it takes to elevate an e-commerce brand to the next level. That's not us. We have real-life in-house experience building e-commerce brands, and have helped numerous other brands reach unparalleled success. We’ve seen it all – from fledgling brands with only a handful of employees, to large e-commerce brands going through fundraising and multi-million-dollar acquisitions. We only work with a small group of clients to ensure that you know we are a member of your team and are dedicated to the success of your brand. No “account managers” or middle men, just true experts assisting you every step of the way. Pulling from our extensive in-house experience, we specialize in building custom financial models that factor real metrics like Conversion, ROAS, CPA, AOV/LTV, and Returning Customer Rates into revenue projections rather than just using a hypothetical monthly growth rate. This type of model is superior in terms of forecasting growth, cashflow, or supporting your projections in front of investors. If you're looking for someone to prepare your taxes, you've come to the wrong place. If you're looking for someone to oversee your accounting processes, build you an e-commerce financial model, help manage and forecast cashflow, and interface with your tax CPAs while *they* prepare your taxes, send us a message at hello@climbcfo.com.