Assess where you are
A real look at your cash, margin, and inventory position, so recommendations are grounded in your store, not a template. Bring your questions; CanDee brings thirty years of retail finance.
Work with CanDee
A financial leader in your corner, without the full-time hire
You don't have to hand over control of your business to get control of your money. CanDee works alongside retail owners as an assisted CFO: you stay in the driver's seat, she makes sure every dollar is going where it should.
No pressure, no pitch deck. Just an honest look at your numbers.
What working together actually looks like
Every engagement starts the same way: a conversation
Clean up for readiness
Before the system goes in, the foundation gets set: accounts opened and structured, allocation percentages mapped to your purchasing cycles, the noise cleared out.
Ongoing assisted CFO
Monthly support at the level your store needs, with hours reserved for you every month. A real person a phone call away when the unexpected happens, not a report drop you have to decode.
Support tiers
Three levels of assisted CFO support
Pricing is quoted in your conversation. Every store's situation is different, and CanDee would rather quote yours than a generic package. Enrollment happens through a private client checkout after you've talked.
CFO Essentials
Up to 12 hours a monthSteady, assisted CFO support for a single-location store or growing brand.
- Monthly allocation reviews and cash check-ins
- A standing expert for the decisions that keep you up at night
- Your Profit First accounts, tuned each quarter
Partner Support
Up to 20 hours a monthDeeper involvement for stores in a growth push.
- Purchasing-cycle and buying-season planning
- Margin reviews, SKU by SKU where it matters
- CanDee alongside you for the bigger calls: hiring, expansion, new channels
Continuity Plus
Up to 30 hours a monthCFO backup and financial continuity for established operations.
- Full forward-looking cash visibility
- Annual and quarterly planning that starts with your life, not the P&L
- A financial leader on call, without the full-time hire
Fair questions
Asked before every engagement
Why isn't pricing listed on this page?
Because a template price would be a guess, and CanDee doesn't guess with your money. Every store's inventory position, margins, and season are different, so she quotes your situation after a real conversation, not before. You'll know exactly what an engagement costs before you commit to anything, and there's no pressure to enroll on the call.
What happens on the first call?
Thirty minutes. CanDee listens to where you are, looks at how cash is actually moving, and tells you honestly what to do next, including when the right answer is "start with the book" or "you don't need me yet." If working together makes sense, she'll recommend a tier and quote it plainly.
How do I enroll once we agree?
After your conversation, CanDee sends you a private checkout link along with your agreement. Sign, check out, and your monthly support hours are reserved. No public storefront, no digging through packages.
Is this bookkeeping?
No. This is coaching and assisted CFO support: you keep control, CanDee makes sure the money goes where it should. If you want the financial back office fully handled, her sister firm eComm Financial Services runs Profit First bookkeeping for retail and ecommerce businesses.
Need it done for you?
Full-service bookkeeping lives at the sister firm
If you'd rather have the whole financial back office handled, CanDee's firm eComm Financial Services runs Profit First bookkeeping for retail and ecommerce businesses. Coaching here, done-for-you there. Same system, same standards.
Ready when you are
If your cash doesn't match your sales, it's worth a conversation
Thirty minutes. CanDee looks at your situation and tells you honestly whether working together is the right move, and what to do either way.
Already invited to enroll? Go to your private checkout.