Supplement & CPG Accounting
Supplement and CPG brands run on subscriptions, co-packers, and dated inventory — three things a generalist P&L wasn't built to hold. We keep books where expiry write-offs, seeding units, and subscription revenue all land where they belong.
These are the patterns we see over and over when we review books kept by firms that don’t live in this category.
Every lot on your shelf is losing value on a schedule, but most books carry it at full cost until a fire-drill write-off at year end. That overstates inventory and margins all year — and then dumps the correction into one ugly month. Expiry-driven shrinkage needs to be recognized as it happens, not discovered at tax time.
Recharge, Skio, or native Shopify subscriptions add churned cards, failed renewals, prepaid bundles, and win-back discounts to every month's revenue picture. Books that just record processor deposits can't tell new revenue from recovered revenue — and prepaid subscriptions are a liability until you ship, not income when the card runs.
Raw materials at the co-packer, finished goods in transit, and thousands of units seeded to influencers and sent as samples. When seeding units get quietly expensed — or worse, stay in inventory — your true product margin and your marketing spend are both wrong. Free product is marketing; it needs to move out of inventory at cost.
70%
of other firms' books we audit contain errors
$100M+
tax savings uncovered over 5 years
1
client manager across books and taxes
Want to see what this looks like in practice? Read how an 8-figure jewelry brand got true profit visibility and 10 hours a week back.
Accounting plans start at $1,247/month, with Controller and CFO tiers as you scale — real prices, published, no “it depends.” Tax planning and filing are handled in-house by the same team.
Get in touch and learn exactly how we can help simplify your finances.
