FOR FOOD & BEVERAGE FOUNDERS
Grow your brand without growing broke.
Fractional CFO, accounting, and analytics for CPG, food, and beverage brands from $2M–$50M in revenue.
The questions that keep you up at night.
These are the problems our clients bring us. If any of them sound familiar, we should talk.
Margin
"Our gross margin looks fine on paper. Then I add slotting, chargebacks, and free-fills and I can't tell what's left."
Co-man
"Every MOQ feels like a bet. We either tie up cash in inventory or miss the forecast and pay for it later."
Channel
"Distributors want 60 days, grocery wants 90, and my co-man wants 30. I'm the bank in the middle."
Shelf life
"Half a pallet just came back from a DC short-dated. I didn't plan for that cost and I can't afford to repeat it."
We don’t just advise. We build with you.
We augment the financial, analytical, and strategic capacity of your executive team. We lead projects and functional areas, and then we execute. Above all, we view ourselves as members of your team and take responsibility for delivering.
Constant communication
Weekly working sessions with the founder or operations lead, sharper cadence during production cycles. We move at F&B speed because your decisions are time-boxed by the co-man calendar.
Always on
Available 24/7/365. When a buyer calls Friday asking for a promo commit or your co-man needs a production decision over the weekend, your finance team picks up.
20,000 lines of code
Our proprietary tooling pulls your ERP, co-man production data, Shopify, Amazon, distributor EDI, and 3PL into one view. True landed cost per unit, channel margin after fees and returns, and shelf-life-adjusted inventory economics — in hours, not at month-end.
WHAT TO EXPECT
Your first 90 days with Greenleaf
Three phases. Concrete outcomes. No ramp-up theater.
Month 1
Diagnostic
We rebuild true margin at the SKU, channel, and retailer level after slotting, chargebacks, and freight. Then we map your cash cycle from PO to payment across every channel.
Goal: You see which SKUs and channels actually make money.
Month 2
Quick wins
Co-man renegotiation where there's leverage, slotting and promo cleanup on campaigns that aren't paying back, and channel reallocation where one is subsidizing another.
Goal: Working capital starts unlocking.
Month 3
Structural work
Financing strategy if growth is inventory-constrained, demand-plan-to-cash modeling for the next 12 months, and a monthly operating cadence tied to your production cycle.
Goal: You know whether your next PO makes you money or breaks you.
Common questions
Everything you need to know before we talk.
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Both, and often brands transitioning between the two. Co-manufactured brands need different financial visibility, true landed cost per unit, MOQ economics, forecast accuracy, and co-man contract profitability. Self-manufactured brands add a layer of operational finance: labor, yield, overhead absorption, capacity planning. We build reporting appropriate to your production model and adjust as it changes.
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We work with several alcohol brands and understand three-tier distribution, TTB reporting, state-by-state compliance, and the cash flow realities of distributor relationships. We don't replace your compliance counsel or alcohol beverage attorney, but we build financial reporting that integrates with TTB requirements and coordinate with your compliance team.
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Yes, this is some of our most common work. We build the margin model that accounts for retailer-specific slotting, promo, and freight terms, pressure-test whether the volume actually makes you money, and help you decide which retailers to pursue vs. pass on. We don't replace your broker, but we make sure every retail deal gets evaluated on real economics before you sign.