Fundamentals

To build a successful business, you need to have proper clarity over your business finances. Starting with:

DTC Money Metrics

Profit First

Recently wrote a guest column on the importance of understanding financials for eCommerce Owners/Operators/Marketers:

A CMO's Journey to Mastering DTC Financials (and why you should do the same)

(Copy) Guide - The Ecommerce Operators Ultimate Guide to Finance.pdf

Guide - The Ecommerce Operators Ultimate Guide to Finance part 2.pdf

eCommerce Accounting

4 Quarter Accounting

This is by far the best eCommerce Accounting structure I’ve seen. Shoutout to Taylor Holiday from CTC.

I highly recommend watching the videos from this playlist.

https://youtube.com/playlist?list=PLEOlno_FA2fUNax0ZRFOhhvvLEBOwxgAK&si=60g0CbcZVcko9iqk

Here is the 🔗 Google Sheet Template.

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Tools & Firms

Finaloop