Product
Inventory Lists

Build a product catalog or list for your critical vendors

Keep your supplier catalog to hand at all times

Use the inventory list to note items in stock by name and unit price.

Real Time Inventory

Quickly see supplier inventory... no matter what time of the day or night.

Visual Inventory Lists

Customize inventory folders and lists so you can see your options in one easy to see list.

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Latest news & resources for CFOs

Merushka Chetty

Patrick McCarthy – How This Fractional CFO Navigated a $111M Acquisition

In this episode, James Kennedy sits down with Patrick McCarthy, founder of My Startup Consulting, to explore what it really takes to be a fractional CFO for early-stage startups – where chaos is constant and clarity is priceless. Patrick shares how his love of metal music and the “rules of the mosh pit” mirror startup leadership, why he left M&A for the unpredictable world of startups, and what founders must do to operationalize budgets so forecasts become reality. They also dig into fundraising realities, making tough cost-cutting decisions, EOS Rocks alignment, and Patrick’s firsthand experience helping guide a major acquisition exit.

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Merushka Chetty

Vincent Biscaye – Why Food Startups Fail (Finance Secrets)

In this episode, James Kennedy sits down with Vincent Biscaye, founder of Two Step Advisors and former commodities trader who walked away from a high-flying career to help entrepreneurs build real, sustainable businesses in CPG (especially food & beverage). Vincent shares how growing up across multiple countries shaped his leadership style, why finance in CPG is uniquely brutal (and why so many brands get blindsided), and what founders must understand about working capital, distributor deductions, promotions, and inventory accounting. They also unpack the fundraising reality for beverage brands, the pivot Vincent made from building a cold-pressed juice brand to launching his advisory firm, and the exact stage where fractional finance support becomes a game-changer.

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Merushka Chetty

Rachel Phillips – Lawyer Turns CEO: Building a 52-Person Accounting Firm

In this episode, James Kennedy sits down with Rachel Phillips of Fully Accountable – a trained M&A attorney who now helps lead a 52-person outsourced accounting and CFO services firm. Rachel shares how a background in competitive Irish dancing shaped her endurance and consistency as an operator, why she chose entrepreneurship over a traditional law career, and how Fully Accountable evolved into a metrics-driven, values-led team built for modern businesses. They also dig into 13-week cash-flow forecasting, budget discipline (without rigidity), purchase orders as a control mechanism, and what founders should know when preparing to sell a business.

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