Engagement 02 · Full Partnership
Elite Finance Partnership
Our most complete engagement — an integrated finance function that includes ongoing accounting, payroll, tax planning, and deep strategic CFO advisory built on the 16-driver monthly scoreboard.
Who It's For
F&B Brands Ready for a Comprehensive Financial Overhaul
You’re scaling revenue — but the financial infrastructure isn’t keeping up. You need more than bookkeeping and more than a tax CPA. You need someone who understands the full operational reality of a Food & Beverage business and can build the financial engine to support growth.
Elite is for founders who are committed to acting on what they find — and who want an integrated finance function, not fragmented advice from multiple vendors who don’t talk to each other.
Real Elite Result
$210K
Identified for a $7M CPG brand. Rebuilt their growth model to project $280K+ in additional free cash flow at $10M revenue.
Ready to Build the Financial Engine Your Business Deserves?
Book a 30-minute Clarity Call to determine if Elite is the right fit and what the engagement would look like for your business.
Monthly Cadence
What Strategic Advisory Looks Like in Practice
We run a consistent operating rhythm designed for F&B realities — trade spend, freight-in, inventory turns, and working capital timing. Every month includes:
- 16-driver Profit + Cash Flow Scoreboard — latest vs. baseline, driver trends
- Unit economics review — SKU × channel contribution margin and mix
- Scenario modeling (Base / Better / Downside) before any major decision
- 13-week cash forecast — near-term liquidity and timing visibility
- Action plan — next 3 priorities, owners, due dates
Engagement Type
Ongoing monthly partnership
Includes
Best For
Start With
Full Scope
Everything Included in Elite
- Full Shelf-to-Savings™ diagnostic across all 5 layers — implementation included
- Ongoing accounting — month-end close, P&L, balance sheet, cash flow
- Payroll processing and administration
- Tax planning coordination (we coordinate with your CPA or provide referral)
- SKU-level and channel-level contribution margin analysis
- Vendor and supplier contract review and renegotiation support
- Capital raise preparation and investor-ready financial modeling
- On-call availability for time-sensitive financial decisions
"I was planning a $150,000 marketing push to get to $10M. Scotty showed me I was building on a broken foundation. We fixed the foundation first — and now the growth actually means something."
— CPG Founder, $7M Revenue — Elite Engagement
Important: Elite Is All-In
Elite Finance is not a mix-and-match option with Advisory-Only. You either engage at the full Elite level — accounting, payroll, tax, and CFO advisory — or Advisory-Only. This ensures cohesive, integrated financial coverage. We don't provide fragmented advisory on top of accounting we don't control.