The Digital CFO
Where Finance Meets Marketing
MARKETING ROI ANALYSIS
We help you make every marketing dollar count by providing clear, data-driven insights into what’s working and what’s not.
What We Deliver:
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ROAS, CAC & LTV Tracking: Get detailed reports on your Return on Ad Spend (ROAS), Customer Acquisition Cost (CAC), and Customer Lifetime Value (LTV).
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Channel Performance Insights: We analyze your campaigns across Google Ads, Meta (Facebook/Instagram), SEO, and other platforms to identify your most profitable channels.
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Smarter Budget Allocation: Based on performance data, we guide you to reallocate budget toward high-performing strategies and cut waste.
CASH FLOW FORECASTING BASED ON MARKETING PLANS
We connect your marketing strategy with financial planning, so you can scale campaigns without unexpected cash flow surprises.
What We Deliver:
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Budget-Integrated Forecasting: We incorporate your marketing budgets from ad spend to influencer fees, directly into your cash flow projections.
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Proactive Planning: Anticipate cash needs for major campaigns, seasonal promotions, or high-impact media buys before launch.
PRICING & PROFITABILITY STRATEGY
We make sure your marketing efforts support not just growth but sustainable, profitable growth.
What We Deliver:
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Strategic Pricing Guidance: We work with you to price products and services in a way that maximizes profitability while staying competitive.
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Margin Analysis: Before you launch a campaign, we evaluate product or service margins to ensure you’re promoting offers that actually drive profit.
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Monetization Models: We advise on bundling, discounting, and subscription strategies that boost customer value and long-term ROI.
BUDGETING & FORECASTING
We go beyond clicks and impressions — helping you connect marketing performance to real business outcomes.
What We Deliver:
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Marketing-Aligned Budgets: We build annual and quarterly budgets that integrate your marketing spend with sales goals and growth targets.
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Revenue Forecasting: Using key marketing KPIs, we project expected revenue so you can plan with confidence and stay ahead of the curve.
FINANCIAL DASHBOARDS WITH MARKETING KPIs
We bring your marketing and financial data together — so you can make smarter, faster decisions from a single source of truth.
What We Deliver:
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Custom Integrated Dashboards: We build dashboards that pull from tools like Shopify, Google Analytics, Meta Ads, and QuickBooks — giving you a unified view of your business.
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Actionable KPI Tracking: Monitor essential metrics including Customer Acquisition Cost (CAC), Lifetime Value (LTV), ROAS, conversion rates, churn, and more.
INVESTOR & LOAN-READY FINANCIALS FOR GROWTH
We help you turn marketing success into investor confidence with financials that speak the language of capital.
What We Deliver:
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Investor-Grade Financials: We prepare clean, professional financial statements and growth forecasts that are ready for investor pitches or loan applications.
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Marketing ROI Storytelling: We showcase how your marketing investments drive measurable growth making a strong case for your scalability and return potential.
STRATEGIC PLANNING AND GOAL SETTING
We align your marketing initiatives with real business outcomes so every campaign pushes your company forward.
What We Deliver:
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Marketing-Driven Strategy: We ensure your marketing goals are tightly aligned with financial objectives, from revenue growth to profitability and market expansion.
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SMART Goal Setting: We help you define Specific, Measurable, Achievable, Relevant, and Time-bound goals that drive accountability and long-term success.
COST REDUCTION & VENDOR ANALYSIS
We help you trim the fat so you can reinvest in the marketing strategies that actually move the needle.
What We Deliver:
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Vendor & Tool Audits: We review your spend on software, agencies, influencers, and other partners to identify unnecessary costs or inefficiencies.
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Negotiation Support: If you're overpaying for ads, SaaS tools, or services, we’ll help you renegotiate better terms — or recommend smarter alternatives.