Protect Margin and Strengthen Cash Flow
Focused, clearly scoped finance projects for CPG brands, remotely and across Southern California.
Financial Reporting Help
I am Daniel Kang, Founder and Principal Consultant of Financial Reporting Help, based near Diamond Bar, California. I help CPG brands protect margin and strengthen cash flow through focused, clearly scoped projects, including accounting cleanup, trade spend and deduction analysis, SKU and channel profitability, gross-to-net reporting, and forecasting. Each engagement delivers decision-ready numbers your team, lenders, and investors can trust. Specializing in CPG brands, I also serve growing businesses across industries, including construction, solar services, fitness, and the arts and education.
Services
Engagements are focused and clearly scoped; projects typically start at $3,000. A project can address a single area and, if useful, build toward a more complete cleanup.
Accounting Cleanup
Targeted cleanup of accounts receivable, inventory and cost of goods sold, or sales deductions, so the numbers in that area are reconciled and reliable.
Trade Spend and Deduction Analysis
- A review of retailer and distributor deductions, a prioritized dispute list, and prevention recommendations. Dispute filing is left to your team or a deductions service.
Margin, Forecasting, and Reporting
- SKU and channel profitability, gross-to-net reporting, cash forecasting, detailed variance explanations, and packages your lenders and investors can trust.
Excel Reporting and Automation
- Simplifying and automating the Excel work your team already uses, so recurring reports take less time and introduce fewer errors.
Selected Results
In prior and current roles, I have delivered work such as the following.
Unlocked additional lender borrowing capacity through AR cleanup
Identified duplicate sales-tax charges through a tax review
Reported inventory margin and P&Ls to the C-suite, Board, and lenders at Cardenas Markets, a 60-store, $1B retailer
Gross-to-net sales reporting automated at Kendo (LVMH) using Axiom
Results are from prior and current roles, not engagements of this firm.
How Engagements Work
A brief conversation
We discuss your books, reporting needs, and the area that would most help the business.
A defined scope
You receive a clearly scoped project with a stated deliverable. Projects typically start at $3,000.
Focused work
I complete the agreed work, which can later build toward a fuller cleanup if that is useful.
Decision-ready numbers
You receive reporting and explanations your team, lenders, and investors can trust, plus a practical next step.
Free Tools
Books Health Check (any industry)
Practical tools you can use today. Free to download. Answer 22 quick questions and get a Green/Yellow/Red score for each area of your bookkeeping, plus clear next steps.
CPG Deductions Kit
Quick Guide
For consumer brands selling through retailers and distributors. A concise guide to reviewing, categorizing, and preventing retailer and distributor deductions.
Deduction Tracker
A simple Excel tracker to log deductions, flag invalid ones, and measure recovery.
Let us discuss a focused project for your brand.
- I serve CPG brands remotely and across Southern California. Email dkang@financialreportinghelp.com or call 626-590-8312.
- Certified QuickBooks ProAdvisor | CTEC Registered Tax Preparer #A364474
- Intuit, QuickBooks, and QuickBooks ProAdvisor are registered trademarks of Intuit Inc. used with permission under the QuickBooks ProAdvisor Agreement.