Brad Schroeder
Operating finance advisory  ยท  DTC brands $5M–$50M

Operating finance for DTC brands, before the business gets tight.

I help founders get ahead of cash, margin, and inventory before the numbers show up too late. Ten years in the VP Finance and CFO seat, now for a few brands at a time.

Brad Schroeder
The problem

Your business has reports. The question is whether it has rhythm.

Most growing DTC brands don't run out of ambition. They get blindsided by their own numbers.

Sales look fine. Inventory's moving. The model says the year works. And cash still feels tighter than it should, every PO turns into a hard call, and the team is reacting to the numbers instead of running on them. The bad news rarely shows up five weeks out. It shows up five days out, usually on a Friday, right before a payment runs.

The founder is still asking "are we good on cash?" more often than anyone's comfortable with.

The 13-week cash flow exists. Nobody fully trusts it.

Inventory buys, wholesale timing, and vendor payments keep creating cash pressure you see late.

Marketing's dashboard looks great. Contribution margin after ad spend tells a different story.

You have a budget, a forecast, and a dashboard. You don't have a weekly operating cadence.

Finance is technically covered. The team still doesn't have clarity.

It's usually not an effort problem. It's a cadence problem.

What changes

The goal isn't another spreadsheet. It's an operating system your team can actually run.

Today
Cash questions feel urgent and a little emotional.
Inventory and PO calls get made on partial visibility.
Reporting explains what happened, not what to do next.
The founder chases answers.
Finance, ops, and wholesale work off different versions of the truth.
The model is technically right and operationally useless.
Once it's running
You know what cash looks like over the next 13 weeks.
Inventory, PO, and vendor decisions are visible before they're emergencies.
Reporting ends in decisions, owners, and follow-through.
The founder trusts the numbers.
Everyone's running off the same process.
The model becomes a tool you manage with.

It isn't dramatic. It's calmer, cleaner, and more in control. Everyone knows what matters this week.

How we work together

I install the rhythm first. Then I stay in it with you.

Most engagements start with a focused two to four week diagnostic sprint: cash discipline, margin reporting, inventory and PO commitments, and the weekly decision cadence. We build the system behind those numbers, then I stay on with a small number of brands to keep it sharp and to be in the room for the decisions that move the business.

This is for brands that have outgrown back-of-the-envelope finance but don't need another platform, another framework, or a full-time CFO they're not ready for. I work with the team you already have, your bookkeeper, your agency, your controller, as the senior finance voice in the room. In the weekly decisions, not just the monthly report.

Cash visibility
A 13-week cash flow you can trust, a receipts and disbursements roll-forward, a weekly cash review, vendor and liquidity planning.
Margin clarity
Contribution margin by channel, customer, and product, net of ad spend. The gross margin bridge. Where discounts, returns, and freight quietly go.
Inventory and working capital
The PO and inventory cash calendar, open-to-buy support, wholesale receivables timing, a working capital risk map.
Cost and vendor leverage
Freight, software, insurance, and lender terms pressure-tested against benchmarks from comparable brands. The kind of P&L savings that often help cover the engagement.
Systems and reporting
QuickBooks and Shopify at the core, a WMS or ERP when you've outgrown them, payroll and freight, and AI in the workflow where it earns its place.
Leadership cadence
A weekly business review that produces decisions, forecast versus actual tracking, and board or investor reporting when you need it.
01
Diagnose
A focused read on your cash, forecast, inventory, margin reporting, and weekly decisions. We find the gaps creating the most uncertainty.
02
Build
We build or sharpen the models, reporting, and meeting structure to run the business weekly, not just report on it monthly.
03
Install
The process goes into the team. Who owns what, what gets reviewed, what gets escalated before it's urgent.
04
Stay
For select brands, I stay on as the senior finance voice in the room, from the weekly cash review to the lender and vendor conversations where real money gets won or lost.

Senior operating finance for the decisions that move the business, not outsourced bookkeeping or another dashboard to babysit.

Fit

Who this is for. Who it isn't.

I take a few brands at a time, so I'm honest early about whether you're one of them.

A fit
A $5M to $50M DTC, apparel, or consumer brand
Selling through Shopify, wholesale, marketplaces, retail, or some mix
Inventory-heavy and cash-sensitive
Growing, turning around, or fighting back to profitable growth
You have a bookkeeper or controller, but no senior operating finance
You're tired of reacting to cash, inventory, and margin surprises
Not a fit
You need the books cleaned up first. That's a different hire, and I'll point you to a good one
You're sure the next platform or tool will fix it. It won't, and I won't pretend it will
You want full-time CFO coverage at a part-time price
You want finance to stay in its lane and hand up a report once a month
You want someone to agree with the plan, not pressure-test it
Who you'd work with

I built this because I needed it first.

At Public Rec I was the first finance hire. I built the finance function from the ground up and ran it as VP Finance. Growing apparel brand. Inventory, wholesale, cash timing, and a lot of "we'll figure it out."

One Monday the founder Slacked me: "are we good for payroll Wednesday?"

I said "a little tight, but we'll be fine."

The truth is I didn't know it with the confidence I should have. I had spreadsheet math and instinct. I didn't have a process I could trust. That was the last time I wanted to operate that way.

Since then I've built and run finance across DTC and apparel brands. Cash flow, forecasting, inventory planning, QuickBooks and Shopify, an ERP migration when a brand outgrows them, board reporting, vendor and lender negotiations, and the messy middle between finance, ops, and leadership.

A lender once told me I was the first operator who'd ever called him when nothing was wrong. I've run finance that way ever since.

Built and led finance at Public Rec, a premium menswear brand, from $17M to $50M and through an acquisition, over six years

Has run finance for three Shopify brands at once, and worked inside a $100M consumer brand

Shopify, QuickBooks, and ERP migrations, inventory and WMS, forecasting, ABL and LOC facilities, payroll, board reporting, working capital

Licensed CPA, with the operator miles to go with it

You work with me. Not a firm, not an account manager, not a junior doing the real work behind a logo. I'm not bringing a generic consulting playbook either. I'm bringing the system I wish every DTC finance team had before things got tight.

Yes, I'm a CPA. I'd just rather spend the call on your reorder timing than your accounting policies.

And I use AI the way it actually helps: to get through the mechanical work faster, the modeling, the reconciliations, the first pass at the analysis, so the judgment calls get more of my time, not less. The tools handle volume. The decisions still need an operator who has made them before.

The writing

Read The Hard Number.

A weekly letter on the operating finance behind DTC brands. Cash, margin, inventory, and the soft numbers that don't sit neatly in a spreadsheet. Trust, cadence, and whether the team actually knows what matters this week.

Next step

Want to know where the rhythm is breaking?

If cash, margin, inventory, or working capital feels harder than it should, I'll help you see what's missing and what to fix first.

We start with what's actually happening in your business.

Or email me directly: bradschroeder84@gmail.com