Take control of your finance & operations as you scale.

I implement finance & operations systems for beverage brands so you can grow without losing control.

  • 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.

  • 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.

  • 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.

  • 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.

Most brands think they need a CFO.

What they actually need is a system that works.

How I can help.

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

  • 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 include AI and automation in the design helping to reduce cost and compound efficiencies.

  • 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.

  • “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, Co-Founder at Olipop

  • “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, Co-Founder at Bawi

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

    Graham Neuburger, President at Beekeeper Coffee

  • “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 at Truemed

  • "Phil brought clarity and structure at a critical moment in our US expansion, helping us make smarter decisions on budgeting and capital allocation as we scaled.

    His approach meant we grew fast, but also with control and confidence."

    James Edmunds, President at Trip

About me.

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.

More about me.
More about me.

Get Clarity.

If your finance and operations are starting to feel stretched, fix it before it breaks.

I’ll walk through your current setup, show you where you’re losing control, and map out the system you actually need to scale.

Book a Structure Review below.

Book a call.
Book a call.