Challenge:

Petez Pop exploded in popularity online, opening multiple retail locations and shipping nationwide. But behind the rapid growth came messy accounting, unpredictable cash flow, and no clarity on which SKUs or channels were actually profitable.

Solution:

Palmer’s Strategic Advisors performed a full clean-up of retail and e-commerce accounting, consolidated reporting across Shopify, Square, and wholesale operations, and built a margin-by-channel dashboard. We also developed a 6-month rolling forecast to manage inventory and cash during seasonal demand spikes.

Results:

• Clean financials within 30 days

• Identified $140 K in low-margin product lines to discontinue

• 9 % increase in blended gross margin

• Cash forecast accuracy improved to within 5 %

• Founder gained clear visibility into retail vs. online performance