Influencer companies

Instant financials separating your product revenue from your service revenue

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Making sense of your product revenue vs. service revenue

Service based chart of accounts template

Customize service-oriented chart of accounts

Separate tracking of product vs. service revenue

Track revenue and cost seperately for product vs. services.

Real-time visibility

Real-time visibility into your service business' financial health.

Service specific chart of accounts

Customize your service financial statement

Easily customize your service-oriented financial statement

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Real-time visibility

Visibility into your service financial health

Real-time visibility into your service financial health.

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Perspectives from Thought Leaders

Streamlining Your Financial Toolkit: A Comprehensive Guide for Early-Stage CPG Brands

Navigating the financial landscape as an early-stage Consumer Packaged Goods (CPG) brand can be daunting. With limited resources and the need for rapid growth, founders often struggle to find the right financial tools that are both effective and affordable. In a recent webinar hosted by Naturally New York, Alice Zhang, co-founder and CEO of MyPocketCFO, shared invaluable insights on how startups can streamline their financial operations without breaking the bank.

6 Critical Financial Challenges CPG Founders Must Overcome (and How to Solve Them)

The CPG industry is a whirlwind of excitement and challenges. You're passionate about your product, driven by your vision, and constantly innovating. But amidst the thrill of launching new products and securing retail partnerships, there's a critical element that can make or break your success: mastering your CPG finances. Long cash conversion cycles, fluctuating raw material costs, retailer payment terms, and the constant need to reinvest in inventory can feel like walking a financial tightrope. This isn't just about bookkeeping; it's about building a solid financial foundation that can support sustainable growth.