SERVICES
Fractional CFO for E-Commerce Founders Who Want Control — Not Guesswork
At SG Strategic Advisory, I help ecommerce founders replace financial uncertainty with clear, forward-looking decisions.
This isn’t accounting. It’s CFO-level clarity around cash flow, margins, and scale — before problems show up.
E-commerce doesn’t fail because of revenue.
It fails when timing, margins, and cash visibility drift out of sync.
As your Fractional CFO, I focus on the financial decisions that actually move the business — not reports that explain the past.
What a Fractional CFO Actually Does for E-Commerce Founders
Forecast cash before it becomes a problem
Understand which products and channels fund growth — and which drain it
Pressure-test decisions before scaling spend or inventory
Translate numbers into clear next steps
What’s Included in Our CFO Engagements
Each engagement is tailored to your business goals — from stabilizing cash flow to scaling profitably.
Cadence
Monthly or bi-weekly CFO strategy sessions.
- Ongoing review of cash flow and key decisions
Focus Areas
- Cash flow forecasting & scenario planning.
- Profitability by SKU or channel.
Financial models tied to real decisions.
Clear reporting with recommendations.
Outcome:
Clarity, control, and a financial roadmap — without a full-time CFO.
Flexible CFO Packages for Every Stage of E-Commerce Growth
No two businesses are the same. That’s why our Fractional CFO packages are designed to scale with your business — giving you the right level of support, financial leadership, and insight at every stage.
Starter CFO
Best for: Early-stage e-commerce founders making consistent sales who need clarity and structure.
Includes:
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Monthly CFO strategy session
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Cash flow and profit analysis
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Monthly financial reporting & KPI dashboard
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Bookkeeping oversight (data review only)
Gain visibility into your finances and start making confident, data-driven decisions.
Growth CFO
Best for: Scaling online stores ($500K–$2M revenue) managing multiple platforms.
Includes:
- Biweekly CFO strategy calls
- Financial forecasting & budgeting
- Advanced KPI dashboard (AOV, ROAS, CAC, etc.)
- Monthly performance reporting
- Bookkeeping supervision and system optimization
Profit optimization strategy sessions
Outcome:
Forecast growth, improve profitability, and manage complexity with confidence.
Strategic Partner CFO
Best for: Established e-commerce brands ($2M+ revenue) needing full-scale financial leadership.
Includes:
Weekly CFO meetings and active collaboration
Multi-channel performance and profitability analysis
Comprehensive financial modeling and scenario planning
Custom KPI dashboard and growth roadmap
Outcome:
Gain executive-level financial leadership — without the full-time CFO cost.
Optional Add-Ons:
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Bookkeeping execution (QuickBooks setup, reconciliations, reporting)
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Corporate tax preparation & year-end coordination.
Both bookkeeping and tax services are performed by third-parties.
Let’s Turn Your Numbers into Strategy
Stop guessing and start growing.
With SG Strategic Advisory, you’ll get the clarity, structure, and financial strategy to lead your e-commerce business confidently.
Frequently Asked Questions
What’s the difference between a Fractional CFO and a bookkeeper?
A bookkeeper records transactions. A Fractional CFO interprets those numbers — helping you plan, forecast, and make growth decisions.
Do you work with Shopify and Amazon sellers?
Yes — we specialize in e-commerce businesses across Shopify, Amazon, Etsy, and multi-channel platforms.
How often do you meet with clients?
It depends on your plan. We typically meet monthly or biweekly for strategy and review sessions.
Is bookkeeping included?
Bookkeeping oversight is included in all packages. Execution can be handled in-house or through our add-on service.
Can you handle taxes if I already have an accountant?
Absolutely. We collaborate with your accountant to ensure your tax planning aligns with your overall financial strategy. This is part of the add-on services.
Can I change my plan as I grow?
Yes — all plans are flexible and designed to scale with your business.
Fractional CFO and Financial Strategy for Ecommerce Brands.
Serving ecommerce founders across Canada and beyond.
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