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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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