You don’t need a CFO, you need a system.

I will build the framework that manages finance and operations, so you can focus on building the brand.

Olipop

I partnered with the founders from pre-revenue to $250M+, building the financial structure that supported scale and stepped in as CFO during a critical growth phase.
Trip Mindful Tonic

I work with the UK executive team and helped them allocate capital for their entry in to the US. We pressure-tested their launch strategy, identified gaps, and adapted plans to the realities of the US market.
Beekeeper Coffee

I work alongside the President and founders. We built an operating structure to manage finance and operations, and layered in automation and AI to keep the team lean.
Bawi Agua Fresca

I advise the founding team, I help bring discipline to financials, align deliverables to the revenue targets, and support keeping them on their path to profitability.

Control comes from structure.

AI and automation are moving fast, but they only amplify what’s already built. When finance and operations are structured, these tools layer on cleanly. Without that, they simply automate chaos.

What I do.

I build the financial operating systems that run beverage brands from $5M to $100M. You gain control of finance and operations, so you can focus on building the brand.

AI and automation then layer on top, reducing cost and compounding efficiency.

We assess your current financial and operational structure, identifying where margin, inventory, and reporting lack clarity or control.
We define the financial operating system - reporting, margin logic, inventory discipline, and decision frameworks: built for your stage of growth.
We implement the structure across the business, ensuring your team can run it consistently without relying on ad hoc fixes.
We stay close as you scale, maintaining discipline, challenging decisions, and ensuring the system holds as complexity increases.

Brands I’ve helped

Olipop

“There are a number of people who I would put in the category ‘we wouldn’t be here without them. Phil is one of them.
Phil has worked with Ben and I to provide strategic finance support across two ventures and help us scale. He is a calm head in the most troubled waters and someone every early stage founder would want in their corner.”
David Lester, Founder
Bawi Agua Fresca

“Phil brought much-needed structure and clarity to our financial operations at a critical stage of growth. He translated complex financial concepts into clear, actionable insights for our leadership team, enabling smarter decision-making across the board.”
Victor Guardiola, Founder
Beekeeper Coffee

“Phil brought immediate clarity and discipline to our financial operations. We now make decisions with confidence because the systems are dependable.”
Graham Neuburger, President
Truemed

“Phil was instrumental in establishing a strong financial foundation for Truemed, setting us up for future success. His expertise in building out our initial processes was critical during a period of rapid growth, and we are incredibly grateful for his contributions.”
Justin Mares, Founder

Who I am.

I’ve spent 20+ years in finance, starting in online gaming where risk and capital allocation are core. Today, I apply that thinking to CPG, helping founders install financial structure, control cash, and scale with discipline.