CPA Led · Cleveland Based · Nationwide Support
Growth, Controlled. CPG Finance on NetSuite.
Guided Growth Financials is the embedded finance partner for CPG and software companies with $5M–$50M in revenue. We own your transactional accounting, month-end close, and reporting — and review the results with you every month.
Who we serve
Founder-led and professionally managed companies that want a finance function, not another vendor.
The core engagement
One engagement. Your whole finance function.
Transactional accounting
Month-end close on a fixed calendar
Decision-ready reporting
Monthly financial review
The Guided Growth Way
A straightforward, three-step process designed to bring clarity and control to your financial operations.
01
Inquiry & fit
Share your challenges and current systems. We identify where margin clarity and cash control are most critical to your growth.
02
Scope & roadmap
We design a focused roadmap with clear deliverables, from NetSuite optimization to precise 13-week cash flow modeling.
03
Embedded delivery
A standardized close, reporting, and review cadence — execution that provides decision-ready reporting and high-impact financial results.
Proof of high-impact outcomes
Real results for CPG and software clients
$4.0M
Asset-based line of credit secured for a CPG client through due diligence.
CPG BRAND ON NETSUITE
$400K
Reduction in outstanding A/R for a CPG client in under 12 months.
CPG BRAND
+20%
Increase in net income for a software platform via treasury optimization.
SOFTWARE PLATFORM
Common questions
Frequently asked questions
What types of businesses do you typically work with?+
We specialize in founder-led and professionally managed CPG and software companies with $5M to $50M in annual revenue, primarily running NetSuite, that want one partner to own transactional accounting, month-end close, reporting, and a monthly financial review.
What is an embedded finance engagement?+
A standardized monthly engagement where Guided Growth Financials operates as your finance function: we own the transactional accounting, close your books on a fixed calendar, deliver decision-ready reporting, and walk you through results in a monthly financial review.
What is your specialization with NetSuite for CPG brands?+
We solve CPG-specific challenges inside NetSuite: inventory reconciliation, accurate landed cost tracking, deduction and trade spend management, COGS integrity, and a standardized month-end close that produces margin clarity by SKU and channel.
Are you limited to clients in Cleveland, Ohio?+
No. We are based in Cleveland and serve companies with US operations nationwide through a remote-first delivery model.
Is Guided Growth Financials an AI-forward partner?+
Yes. We use intelligent automation and AI tooling across close, reporting, and analysis to deliver faster, more accurate financial visibility — with a CPA reviewing everything that reaches you.
Inquiry