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Our Services

You’ve built something great — now let’s make sure the numbers can keep up.
We don’t just hand you a spreadsheet and disappear. We roll up our sleeves, fix what’s broken, build what’s missing, and help you grow — without the overhead and ego.

90 Day Clean Up

The Salt Margin specialty — a 90-day overhaul that takes brands from panic to profit.

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If your books are a mess and your margins are fuzzy, take a breath. You’re not alone — we’ve helped brands in worse shape come out stronger, smarter, and more profitable.

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In just three months, we’ll rebuild your financial systems so you’re no longer running blind. You’ll walk away with clean books, real visibility, and a plan to grow without the chaos.

What You Get

  • Clean, accurate financials (finally)

  • Inventory and COGS you can trust

  • Real visibility into cash flow + margins

  • A monthly close process that closes within 4 days

  • Dashboards that make sense (not make you panic)

  • Systems that scale as you grow

  • Cost savings — we’ll dig into things like insurance and credit card processing and use our network to recommend find fast hidden wins

  • Maximum impact from your existing software — whether that’s NetSuite, QuickBooks, or something in between.

What We Handle

  • General ledger cleanup + reconciliation

  • Inventory + COGS deep dive

  • Margin + product profitability analysis

  • Cash flow + working capital assessment

  • Monthly close redesign

  • Dashboard setup + reporting tools

  • System recommendations (QuickBooks, NetSuite, etc.)

  • Cost-savings audit (insurance, credit card processing, SaaS, vendors)

We'll give you a custom quote based on where
you're at and what you need. 
 
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On Going CFO Support

Once we clean things up, you can keep us on for strategy, oversight, and scaling support — minus the full-time CFO price tag.​

Starter

For brands that want clean books and steady oversight.

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  • Monthly financial review + reporting package

  • One 45-minute strategy call per month

  • Basic KPI tracking (revenue, margins, cash flow)

  • Email support for light questions

  • Vendor + expense analysis 1x per quarter

  • QuickBooks/NetSuite oversight (we don’t enter every transaction — but we make sure it’s clean)

Growth

For brands actively scaling and needing more hands-on financial guidance.

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  • Everything in Starter, plus:

  • Bi-weekly strategy calls

  • Slack access to your Salt Margin team

  • Advanced KPI dashboard (growth, inventory, COGS, etc.)

  • Support with forecasting + cash flow planning

  • Margin + product profitability insights

  • Support for monthly close process + team coaching

  • Light custom reporting (inventory, channels, etc.)

Partner

For brands ready for a strategic finance partner without the full-time CFO salary.

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  • Everything in Growth, plus:

  • Weekly strategy sessions + on-demand calls

  • Full custom dashboard buildout

  • Fundraising or board prep support

  • High-touch inventory + margin strategy

  • Investor deck financials + positioning

  • Close partnership with your internal ops/accounting team

  • C-level input on big moves: expansion, hiring, fundraising, wholesale, etc.

Each plan is billed monthly, giving you better service, clearer financials, and expert strategy for a fraction of the cost of an in-house team.

Finance Team Build Out

More than just recruiting.
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When it’s time to bring your finance ops in-house, we’ll help you figure out who to hire, write the job description, vet the candidates, and get them up to speed. Need a bookkeeper? A controller? Someone who can actually close your books on time? We build teams from scratch — and we’ll make sure you don’t waste time (or payroll) on the wrong hire.

 role scoping                      candidate vetting                   interviews 

onboarding support                       training

Pricing based on Recruiter-style commission (but with a lot more value)
20% of the hire’s first-year salary

Custom Support

Don't see what you're looking for?​
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Need something that doesn’t fit neatly into a package? No problem. From one-off projects to something totally out of left field, we’re happy to build a custom plan that fits your business (and your budget). If it touches finance, ops, or strategy — we’ve probably done it. Let’s talk.

Not sure where to start? Give us a call.

We’ll figure out what’s broken — and fix it. Fast.​
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