Industry · Beauty and Wellness
Find the margin in
the mix.
Fractional CFO, Accounting, and Analytics for beauty and wellness brands. Bundles, multi-channel rollout, marketing complexity, and the institutional reporting your next round will need.
01 / The work
How we think about beauty and wellness finance.
The bundle hides the SKU. The SKU is where the margin lives.
Marketing is a question of attribution, not spend.
New SKUs and new channels are margin tests, not just growth plays.
Institutional capital starts with institutional reporting.
02 / What we hear
What you’re really wrestling with.
“We sell three bundles and twelve SKUs. Amazon ships them all as one line. I can't tell what's actually moving.”
“TikTok Shop, three creators, two agencies, Meta. The agency says we're profitable. My margin says otherwise.”
“We just expanded into lip and landed in Sephora. Are we growing the brand or diluting it?”
“VCs are calling. Diligence will be brutal. I'm not ready and I know it.”
03 / Where we sit
Where we sit in your finance function.
Bundle and SKU analysis
True SKU-level reporting across Amazon, Shopify, and bundle-heavy product mixes. We disaggregate what each bundle actually contained, what it sold for, and what the margin was. By SKU, not just by transaction.
Channel and SKU economics
True margin and contribution by channel and SKU. D2C, Amazon, Sephora, Ulta, Revolve, and beyond. New SKU launches treated as margin tests, not just revenue plays.
Marketing attribution
Attribution across the full mix: paid social, TikTok Shop, influencer, brand ambassadors, third-party agencies, pop-ups, and events. We separate the spend that built the brand from the spend that built burn.
Subscription and cohort economics
Repurchase rate, retention curves, LTV by cohort. The metrics that matter when D2C subscription is part of the model, and the ones the next round depends on.
Institutional and exit readiness
Institutional-grade financial models and data rooms. Multi-country accounting, ingredient sourcing, and the international paper trail that VCs and acquirers will scrutinize. A seat at the table when your lawyer is negotiating terms, to make sure they work for the Founders.
Let’s talk
Let’s see if we’re a fit.
Schedule time to meet our team. We want to hear about your business: where it is today, where you want to take it, and what’s slowing you down. If we see an opportunity to help, we’ll come back with a clear plan and a statement of work to match.
Book a call