Retail & eCommerce

Fractional CFO Services for Retail & E-Commerce Companies

From inventory turns to omnichannel expansion—gain financial clarity and scale profitably.

Ascent CFO Solutions provides Fractional CFO services tailored to the fast-moving, margin-sensitive world of retail and e-commerce. We help founders and operators optimize unit economics, forecast demand with confidence, and turn complexity into a strategic advantage.

Whether you’re operating brick-and-mortar stores, scaling a DTC brand, or managing multi-channel logistics, our experienced CFOs bring the financial leadership to support smarter, faster growth (without the cost of a full-time executive hire).

Why Retail & E-Commerce Companies Choose Ascent CFO Solutions 

Retail and e-commerce businesses deal with complex inventory dynamics, seasonality, channel performance, and thin margins. Our CFOs help you bring structure to that complexity and turn numbers into decisions.

1. Inventory Planning & Cash Flow Forecasting

Unsold inventory is a capital killer. We implement demand-based planning tools and cash flow models that account for inventory cycles, supplier terms, sales velocity, and returns—so you don’t tie up working capital or miss opportunities.

2. Gross Margin Optimization

Understand the real profitability of your SKUs, channels, and customer segments. We provide detailed cost-of-goods-sold (COGS) tracking, landed cost analysis, and contribution margin insights to improve pricing, promotions, and sourcing decisions.

3. Multi-Channel Financial Visibility

From Shopify and Amazon to retail POS systems, our CFOs consolidate your financial data into a single, decision-ready view. Track performance across channels and get clear reporting on ROAS, CAC, LTV, and revenue per channel.

4. Scenario Modeling for Growth

From wholesale partnerships and product launches to international expansion or warehouse upgrades, we help you plan and fund your next move with financial clarity.

When to Hire a Fractional CFO for Retail or E-Commerce

Some brands wait too long to bring in strategic finance support. Our clients typically engage us at inflection points like:

• Surpassing $2M+ in annual revenue
  
• Experiencing inventory stockouts or overstock issues
  
• Preparing to raise capital, open retail locations, or invest in logistics
  
• Facing poor cash visibility due to complex payment terms or sales cycles
  
• Lacking clarity on customer acquisition costs and profit per channel
  

You don’t need to hire a $250K/year CFO to gain control. We meet you where you are with flexible support starting at $60K/year with monthly engagements and no long-term contracts.

Learn more about our pricing.

What You Can Expect from Ascent CFO Solutions

Our retail and e-commerce CFOs help you go beyond spreadsheets to make confident, forward-looking decisions.

Our Services for Retail & E-Commerce Brands Include:

• Cash Flow Modeling & Inventory Forecasting
  Align spend with seasonal demand and supplier lead times
  
• COGS Analysis & Gross Margin Tracking
  SKU-level profitability insights to guide pricing and purchasing
  
• Channel Performance Reporting
  Consolidated reporting across Shopify, Amazon, WooCommerce, POS systems, etc.
  
• Customer Lifetime Value (LTV) vs. CAC Tracking
  Measure marketing efficiency and unit economics
  
• Demand Planning & Reorder Modeling
  Keep shelves stocked without overcommitting cash
  
• Fundraising & Investor Preparation
  Build financial models, data rooms, and capital strategy for venture, private equity, or bank financing
  
• Omnichannel Expansion Planning
  Assess readiness for wholesale, brick-and-mortar, or international sales
  
• Systems Integration & Automation
  Optimize your tech stack with tools like: QuickBooks, NetSuite, inventory software, and Shopify and other ecommerce platforms
  

Our team works as a strategic partner—not just a service provider. We support your team’s goals, adapt as you grow, and help you stay financially agile in a volatile market.

The Ascent CFO Solutions Difference

• Deep Experience in Retail, DTC, and E-Com Finance
  From 8-figure brands to VC-backed retail ventures, we’ve seen it all.
  
• Cost-Effective Engagements
  Starting at $60K/year monthly engagements with no long-term contract required
  
• Fast Time-to-Impact
  We embed quickly and deliver value within the first 30 days
  
• Flexible, Scalable Support
  Need a few hours a week or full-time interim CFO leadership? We scale with you.
  
• Full Finance Team Capability
  CFO + Controller + Financial Analyst + Accounting Manager expertise, all under one roof
  

Retail & eCommerce Brands That Trust Ascent CFO Solutions: