Case study i

Case Study: Driving Profitability & Financial Clarity for a Shopify-Based Apparel Brand

Client Overview

A purpose-led eCommerce apparel brand built on Shopify. Focused on giving back to frontline heroes, the brand scaled rapidly through digital campaigns and influencer marketing. With growth came financial complexity — from cash flow challenges to unclear profitability. They needed a trusted finance partner to bring structure, insight, and strategy.

What Was Holding Them Back

Rapid growth created chaos behind the scenes.

Financial data was scattered and reactive.
Inventory and ad spend strained cash reserves.
No clear budgeting, forecasting, or profitability insights.
Strategic decisions were driven by guesswork, not numbers.

How We Fixed It

We became their finance engine—structured, strategic, scalable.

Built Financial Infrastructure & Bookkeeping System

Implemented structured monthly bookkeeping using cloud-based tools.
Established clear P&L, cash flow, and balance sheet visibility across SKUs and campaigns.

Developed Profitability & Cost Analysis Framework

Analyzed COGS, ad spend, fulfillment, and operational costs at product and campaign levels.
Identified underperforming SKUs and optimized pricing strategy to improve gross margins.

Cash Flow Forecasting & Budgeting

Created dynamic cash flow models to manage seasonal peaks and ad spend cycles.
Set up monthly rolling budgets and forecasts aligned with marketing and inventory strategies.

Strategic Financial Planning

Advised on inventory financing structure and working capital optimization.
Delivered investor-grade dashboards and reports for founder decision-making and fundraising readiness.

Ongoing Financial Advisory

Continued collaboration with leadership to track KPIs and adjust strategy in real-time.
Supported growth planning initiatives with scenario modeling and data-backed insights.

What They Gained

Clarity, confidence, and cash flow to scale smarter.

+28% improvement in net margins through strategic financial planning.
Full cash flow control with zero end-of-month surprises.
Investor-ready financials and real-time KPI dashboards.
Strategic agility to fuel marketing, inventory, and growth decisions.

Client feedback

"Partnering with SAK was a game changer for our financial operations. From real-time profitability tracking to streamlined cash flow management, they’ve given us the clarity and control we needed to scale. Super responsive and reliable"

Co-Founder- Josh M