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Monthly Engagement

Finance & reporting from someone who's run it.

P&L, inventory accounting, custom NetSuite reports, and a clean monthly close — from a finance operator with 14+ years inside NetSuite, not a bookkeeper learning on your books.

The approach

How I think about it.

I spent 14+ years running finance for a direct-to-consumer brand on NetSuite. I've closed the books, reconciled the inventory, built the reports leadership actually reads, and explained to a CEO why the numbers don't match. This is home turf.

Most growing brands don't need a full-time CFO — they need someone who knows NetSuite deeply, understands e-commerce operations, and can keep the financial side clean and clear without the full-time salary.

That's what this is. Financial oversight and reporting that gives you confidence in your numbers, surfaces what matters, and frees you up to run the business instead of wrestling with spreadsheets.

What's included

What this covers.

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P&L oversightClear, accurate profit & loss reporting you can actually act on.
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Inventory accountingInventory valued and reconciled correctly — a common NetSuite pain point done right.
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Custom NetSuite reportsThe reports and dashboards leadership needs, built natively in NetSuite.
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Month-end closeA clean, repeatable close process so the numbers are ready when you need them.
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KPI trackingThe metrics that matter for your business, tracked and surfaced consistently.
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Financial guidanceA finance operator in your corner to think through decisions with you.

I don't just set it up — I dial it in.

Financial reporting should get sharper over time, not messier. I continually refine your reports, tighten the close, and automate the tedious parts so each month takes less effort and tells you more.

Want your numbers clean and clear?

Tell me what's murky in your financials or reporting today. We'll spend 30 minutes on it — free, no pitch.

Get Unstuck — Talk to BJ