Some questions need more than a closed month. A monthly review covers channel margin, working capital and the decisions coming up: the next stock order, a lender’s questions, a new channel. Every figure comes with its definition, and assumptions are marked as assumptions.
Exhibit 5
One business, three margins
Channel
Contribution per $100 of sales
Shopify
55% of sales
26.00
Wholesale
15% of sales
19.40
Amazon
30% of sales
12.30
Blended
Weighted
20.90
Amazon brings 30% of sales and the thinnest margin. The blended 20.90 is the same figure as Exhibit 1.
After fees, refunds, landed cost, fulfilment and paid acquisition. Illustrative figures for a fictional brand. Not client results.
What you get
A monthly pack that leads with decisions
One definition of contribution margin, used by everyone
What-ifs for stock, hires and big commitments
A written log of what was decided, and why
What changes the price
1
Quality and timeliness of the underlying close
2
How deep the reporting goes, and how many workstreams it covers
3
Calls and questions between review meetings
4
The scope of planning and coordination with existing advisers
What this isn’t
–
Fundraising, valuation or transaction advice unless separately scoped
–
Real-time monitoring or a dedicated in-house finance function
–
Results, forecasts or recommendations generated by this website
Next engagement
Bookkeeping & monthly close