The fastest way to start is a 30-minute intro call. I’ll look at your current numbers, find at least one thing worth fixing, and tell you straight whether working together makes sense. No pitch, no ticket queue, no bot. You talk to me directly.
What To Expect
We walkthrough your P&L and current numbers, not a sales script.
Every engagement is handled by me directly, start to finish.
You leave with a concrete takeaway, whether or not we work together.
Calls and replies run on Pacific time.
Write directly and start a conversation.
info@merchantsheets.com
Support for a workbook you bought lives on a separate page, so you get to the right answer faster.
Go to template help
A short path from first call to a clear read on your business.
I look at your P&L and current numbers and find at least one thing worth fixing. If the fit is wrong, I'll say so.
If it's a fit, I go deep on your books, margins, cash, or inventory, and hand you a prioritized roadmap with dollar values attached.
I run the monthly cadence, keep your numbers current, and stay on call as the next decisions come up.
Tell me a bit about your business and what’s going on. I’ll reply with whether it’s a fit and the best way to start.
We spend 30 minutes on your actual numbers. I look at your P&L, margins, and cash, and point to at least one thing worth fixing. It’s a working call, not a pitch, and you leave with a concrete takeaway either way.
The focus is ecommerce brands doing $500K to $10M in revenue. If you’re below that, I’ll tell you honestly whether a service fit exists yet or whether a template is the better starting point.
Monthly bookkeeping and close starts at $750, inventory planning at $600, and fractional CFO retainers at $1,500, scaled to your channels, volume, and scope. Most brands start with a diagnostic or audit before committing to a retainer.
Either works. Booking is the fastest path, but if you’d rather write first, send a note and we’ll find a time or handle it over email.
Template support has its own page so you get to the fix faster. Head to template help, name the file and the tab you’re on, and I’ll point you in the right direction.
Bookkeeping records and reconciles what happened. Fractional CFO work takes those numbers and decides what to do next: pricing, inventory, spend, and cash. Clean books make the CFO work sharper, and I offer both.
