FP&A Blog
Margins, cash, forecasting and close for brands selling DTC, on marketplaces and through retail.
Featured Articles
Board & Investor Reporting for Consumer Brands: Template & KPIs
A monthly board pack for a $5-100M consumer brand: revenue by channel, CM by channel, 13-week cash, inventory weeks, MER. Narrative template and variance explanation framework included.
Month-End Close for Ecommerce Brands: Shopify, Amazon, Wholesale Reconciliation
A practical month-end close checklist for consumer brands: reconcile platform payouts to ledger, account for fees/refunds/reserves, true-up inventory and COGS, accrue wholesale deductions. With a day-by-day close calendar.
Multi-Entity Financial Consolidation for Omnichannel Consumer Brands
Handle US + international entities, intercompany eliminations, and FX with QuickBooks, Xero, or NetSuite. Learn the consolidation process and best-practice tools.
Plan, forecast and close with Niblin
Budget, rolling forecast, variance, cash and inventory for consumer brands, on numbers reconciled to your books.