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We’ll equip you with the tried-and-tested knowledge to make smarter sales and financial decisions. Creating invoices can be tedious, especially for new businesses processing everything manually. Learn how to create invoices effectively and efficiently with this detailed guide. Even internal employees with years of CPG experience don’t (and can’t) develop their expertise as deeply and completely as nDepth’s experts. Our pros work with multiple clients throughout CPG, and are always learning new best practices and regulatory changes.

Navigating Shifts: Insights from Anchin’s Fashion Industry Roundtable

• The role of the CFO is to oversee these areas and ensure there are people, processes, and technology in place for each.
• With high upfront costs for inventory and demanding production schedules, cash flow is often tricky for CPG brands.
• Without careful oversight, you might find your CPG brand is stuck with too much stock that ties up cash or not enough to meet customer demand.
• Their team of 15+ CFOs brings a minimum of 15 years of finance experience before joining AVL, ensuring a wealth of financial knowledge.
• And if a business owner tackles the bookkeeping and accounting themselves for awhile—that’s alright too.
• Most of our clients work with us for years and years, and we take many through their exits, M&As, etc.

And if you’re trying to scale, getting a handle on these complexities is imperative. Your CPG focused Graphite accounting team will be made up of experienced CFOs, Accountants and Bookkeepers who understand your business and work with you to develop accounting processes that fit your needs. Navigate the dawn of a new year with insights on cash flow management, as we unveil strategies to empower CPG brands for the challenges and opportunities that lie ahead. A good outsourced bookkeeping and accounting firm customizes its engagements to support the varied needs of its clients.

Five Signs Your Accounting Firm Can Provide the Long-Term Partnership You Desire

Making use of contribution margin net terms can enable both buyers and vendors to increase their profitability and sales dramatically.

• At Balanced Business Group, we specialize in providing the CPG accounting expertise and finance services that founders need to stay ahead in a competitive market.
• Along with your direct Graphite team, every client is also staffed with an onboarding manager who will be the one to manage the transition so you don’t have to.
• A chart of accounts is helpful for giving investors insight into your company’s overall performance and financial health to make it easier to secure funding for your business during high growth periods.
• I’d help you develop a cash flow forecasting model that aligns your production schedule with expected receivables, making sure you’re in a strong financial position throughout the process.
• A CPG-specialized accountant analyzes your sales patterns, product turnover, supply chain costs, seasonal demand fluctuations, and storage expenses to pinpoint inefficiencies in how inventory is managed.

We partner with CPG brands to accelerate growth

In effect, inventory counts are wrong, margins are skewed, and orders are impacted. And when orders are impacted, customers, retailers, and distributors are disappointed. To guard against this, Accountfully helps clients identify when it’s an appropriate time to choose an cpg accounting inventory management system. From here they work collaboratively with the business owner to select, implement, and integrate sales from various channels to QuickBooks Online.

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• To be successful, CPG business owners should partner with an outsourced bookkeeping and accounting firm that has industry-specific expertise and experience.
• Even internal employees with years of CPG experience don’t (and can’t) develop their expertise as deeply and completely as nDepth’s experts.
• Accurate and consistent information ensures accurate forecasting and helps prevent overspending.
• “My favorite part about working for Accountfully is definitely the clients. I love the personal relationships I’ve developed with my clients and watching their businesses grow.”

Settle Launches Purchase Order Automatic 3-Way Matching, Revolutionizing Procurement Processes

As such, sales returns and allowance accounts should be established and maintained to properly reflect expected sales, COGS, inventory, and accounts receivable within the period on both the P&L and Balance Sheet. This includes the cost of the materials used to produce the product, as well as any direct labor or overhead costs. In addition, CPG companies must account for any indirect costs, such as packaging and shipping, that are included in the cost of goods sold.

We’ve Raised $30M to bring AI to CPG Brands

Their team of 15+ CFOs brings a minimum of 15 years of finance experience before joining AVL, ensuring a wealth of financial knowledge. They also support their clients by connecting them with an extensive external network of law firms, CPA firms, CROs, and CMOs to address their specific needs. The Branded CPG Group at Anchin has worked together with fast growing consumer packaged goods brands for decades and has had the good fortune of working with many companies through their successful acquisition. Today we work with more than 100 brands, many of which started working with us in their first years of business and have grown tremendously since then. They have benefitted from leveraging our experience and guidance to best navigate attracting and retaining key employees, capital raises, successful exits or other desired transitions. Using solutions like QuickBooks Online, Bill.com, Expensify, Gusto, and Fathom, clients can expect efficient bookkeeping and accurate information.

Settle and Dwight Funding Announce Partnership for Hypergrowth Consumer Brands

Figuring how to find the right accounting firm for your company can be difficult. The Accounts Payable Aging Report is an essential tool for businesses with a large number of accounts payable to track. This is how businesses can make the most out of seasonal campaigns and sales. With potential plans to impose a 60% tariff on Chinese goods and a 10% to 20% tariff on other imported goods, many CPG brands are taking 4 key steps now so they don’t get a shock to their COGs. Our Settle team spends so much time obsessing over our customer brands, that the right answer is obviously yes. We have compiled the inaugural Settle Staff Picks Holiday Gift Guide, with the most fire small brands out there.

Settle’s Head of Revenue Shares Top Trends from Expo West 2025

Accounts payable (AP) refers to all the payments that a business owes its suppliers and creditors. Neglecting your accounts payable process can lead to production and supply issues. Propeller is an enterprise-grade financial partner that empowers companies to reach their full potential.

Use accrual accounting—not cash-basis accounting

• We’ve built & maintained hundreds of scalable CPG accounting tech stacks, from inventory software to sales tax systems and more.
• In this case, you can work on renegotiating supplier contracts and focusing resources on products with stronger margins.
• The Accounts Payable Aging Report is an essential tool for businesses with a large number of accounts payable to track.
• To guard against this, Accountfully helps clients identify when it’s an appropriate time to choose an inventory management system.
• Your CPG focused Graphite accounting team will be made up of experienced CFOs, Accountants and Bookkeepers who understand your business and work with you to develop accounting processes that fit your needs.

We specialize in providing end-to-end F&A services for the retail and CPG sectors. We offer specialized tax planning and compliance services designed for CPG manufacturers. We ensure that companies remain compliant with local and international tax regulations, including sales tax and excise taxes. Our experts help minimize tax liabilities through effective planning, Insurance Accounting assist with audits, and manage all necessary documentation to avoid potential penalties. The CPG CFO is your strategic finance partner for a fraction of the cost of a full-time hire. The CPG CFO Solutions include delving into each of these areas, tackling each of them based on the scope of our project together, but most importantly, priority for your brand.