About Us

FinanceWithin provides full-service finance and accounting 
to DTC, retail and CPG brands.

We operate as an extension of your team and bring a growth-oriented mindset to finance and accounting - enabling smarter insights and better decisions.

Full-Service Capabilities

From fractional CFO and FP&A to controller 
and bookkeeping, we’re a full-service partner.

Deep Industry Experience

We specialize in consumer product brands 
and have 20+ years of experience working 
across verticals

By Entrepreneurs, For Entrepreneurs

Enabling smarter insights and better 
decisions. A growth-oriented mindset to 
finance and accounting.

Tech Enabled

Connecting finance infrastructures to unlock 
business growth. We use best in class cloud-
based solutions.

Business Advisory

We don’t just do financial accounting. We 
understand the ”why” behind key decisions 
and help you do the same.

Extension of your team

We’re more than an outsourced financial 
advisor. We operate as a true partner and an 
extension of your team.
Entrepreneurial Approach
Where FinanceWithin creates value for clients
We help our clients think through the macro and the micro; enabling them to build productive assets.
Building, running and growing a business is hard, we bring our experience and expertise across finance, operations and accounting to help clients make smarter decisions.
We’re built for entrepreneurs and by entrepreneurs. We go 
beyond just proformas and credits = debits. We think through 
the mechanics of the business and build financial 
frameworks to unlock real value in brands.
Where FinanceWithin creates value for clients

We Help Clients Build Investor-Grade Businesses

Fractional CFO

Strategic planning, performance improvement, governance and compliance, investor relations, fundraising, capital market solutions.


Cash flow forecasting, financial modeling, budgeting strategies, cost control, KPI dashboards, scenario planning, debt management.

Financial Operations

Working capital advisory, cash planning for inventory, omnichannel S&D planning, insurance and contracts review, growth strategy and expansion.

Accounting Services

Controller level monthly close, investor-ready financial reporting, supporting documentation against each close, AP, support on setting internal controls.