The Free to Grow CFO Podcast

Episode Summary In this episode of the Free to Grow CFO podcast, Jon Blair and Chris Lang discuss the importance of holistic health for entrepreneurs. They explore the five F's: Faith, Family, Focus, Fitness, and Finances, emphasizing how each aspect contributes to a balanced and successful life. Chris shares his journey in entrepreneurship, the significance of maintaining focus, the role of fitne...

Episode Summary In this episode of The Free to Grow CFO Podcast, Jon Blair sits down with AJ Stockwell, founder of Climb CFO and e-commerce accounting expert, to tackle one of the biggest challenges DTC brand founders face: keeping clean, accurate financials. Together, they dive into the essentials of bookkeeping for e-commerce brands, from spotting red flags to optimizing margins and ensuring fin...

Episode Summary In this mini-episode of The Free to Grow CFO Podcast, Jon Blair discusses the critical importance of specialized bookkeeping for e-commerce brands, particularly those generating close to $10 million in revenue. He emphasizes the inadequacies of using a general CPA for bookkeeping, highlighting the need for expertise in e-commerce consumer goods. The short discussion covers the diff...

Episode Summary In this episode of the Free to Grow CFO podcast, Jon Blair and Jeff Lowenstein discuss the critical role of bookkeeping in scaling direct-to-consumer (DTC) brands. They highlight three warning signs that indicate poor bookkeeping practices, including the misclassification of sales tax, the absence of sales tax in financial statements, and the erratic swings in profit margins. Throu...

Episode Summary This week on The Free to Grow CFO Podcast, Jon Blair is joined by Doug Schneider, COO of Heart & Soil, to discuss the challenges and strategies involved in scaling a direct-to-consumer (DTC) brand, particularly focusing on operational constraints, supply chain management, and the importance of leadership. Doug shares his journey from a biochemistry background to becoming the CO...

Episode Summary In this episode of the Free to Grow CFO podcast, Jon Blair and Jeff Lowenstein discuss the common mistakes DTC brands make while scaling from one to ten million in revenue. They emphasize the importance of inventory management, the impact of marketing agency fees, and the necessity of regular financial reviews. This conversation provides valuable insights for founders looking to na...

Episode Summary In this episode of the Free to Grow CFO Podcast, Jon Blair sits down with Tim Clark, founder of The Retail RX, to chat about scaling D2C brands with a profit-focused mindset, particularly in the realm of Amazon growth strategy. Tim shares his entrepreneurial journey, insights on transitioning from Vendor Central to Seller Central, and the importance of leveraging tech tools and net...

Episode Summary This week on the Free to Grow CFO Podcast, Jon Blair chats with Dylan Byers, to discuss the speed of scale versus profitability for DTC brands. As DTC businesses strive to scale, many founders find themselves caught between driving rapid customer acquisition and keeping their bottom line healthy. Dylan, co-founder of Aplo Group, brings his extensive experience in growth marketing a...

Episode Summary In this episode of The Free to Grow CFO Podcast, host Jon Blair sits down with Lio Pinchevski, founder and CEO of Finaloop, to dive deep into the challenges of managing inventory and bookkeeping for e-commerce brands. They discuss the importance of accurate and timely financial reporting, the difference between cash and accrual accounting, and the complexities of inventory manageme...

Episode Summary In this week’s episode of the Free to Grow CFO Podcast, host Jon Blair dives deep into conversations with Tana Cofer, founder of RosieRai an Amazon growth agency. They discuss the challenges and strategies for scaling a D2C brand on marketplaces like Amazon, Walmart, and Target. Tana shares her expertise on launching products on Amazon, including the importance of strategic product...

Episode Summary In this episode of the Free to Grow CFO Podcast, Jon Blair is joined in the studio once again by his co-founder, Jeff Lowenstein to tackle the essential strategies for scaling a Direct-to-Consumer (D2C) brand profitably. The conversation delves into the challenges of managing in-house manufacturing, the critical move into physical retail, the importance of embedding repeat purchase...

Episode Summary In this episode of the Free to Grow CFO Podcast, Jon Blair is joined by Nate Littlewood, founder and fractional CFO at Future Ready, to share their e-commerce war stories, focusing on the challenges faced during the COVID-19 pandemic. They discuss the impact on their businesses, lessons learned, and strategies for navigating supply chain disruptions and financial challenges. Key Hi...

Episode Summary In this episode of The Free to Grow CFO Podcast, host Jon Blair sits down with Tony Runyan, Chief Client Officer at Red Stag Fulfillment, to discuss the intricacies of optimizing shipping and fulfillment costs to maximize profitability. Tony shares his unique journey into the logistics world and provides invaluable insights into how e-commerce brands can better manage their shippin...

Episode Summary This week on the Free to Grow CFO Podcast, host Jon Blair, founder of Free to Grow CFO, welcomes Jared Ward, founder and CEO of Luminous. They dive into the complexities of inventory management, the importance of tracking COGS, and the pitfalls of traditional ERP systems. During their chat Jared shares his journey from launching e-commerce side hustles to leading a $20 million busi...

Episode Summary This week on the Free to Grow CFO podcast, host Jon Blair is joined by Matt Ezyk, Director of eCommerce at Pet Supermarket. They delve into hybrid physical and digital retail strategies, focusing on AI integration to optimize profits for DTC brands. Matt shares insights from his extensive experience, including successful strategies like Buy Online Pick Up In-Store (BOPIS) and ship-...

Episode Summary In this episode of the Free to Grow CFO podcast, host Jon Blair dives into the intricate world of scaling DTC brands with a profit-focused mindset. Joining him is Will Holtz, VP of Strategy and Operations at Prescient AI, who also has experience as a co-founder of an aggregator. The discussion ventures into the complexities of data analytics, the impact of iOS 14 on attribution, an...

Episode Summary In this episode of The Free to Grow CFO Podcast, host Jon Blair, founder of Free to Grow CFO, is joined by his co-founder and Amazon expert Jeff Lowenstein to discuss strategic insights on leveraging Amazon as a sales channel for Direct-to-Consumer (D2C) brands. Jeff shares his extensive experience with Amazon, from working on strategic finance at Etsy to leading M&A at Boosted...

Episode Summary In this episode of the Free to Grow CFO podcast, host Jon Blair, founder of Free to Grow CFO, engages in a deep dive into the world of retail expansion for direct-to-consumer (DTC) brands with a profit-focused mindset alongside guest Renee Hartmann, co-founder of CLA. Renee shares her entrepreneurial and consulting journey, offering insight into market expansion, particularly into...

This episode of the 'Free to Grow CFO' podcast, hosted by Jon Blair, features an in-depth conversation with Adam Siskin, co-founder and partner of The Platform CPG, on the intricacies of expanding a direct-to-consumer (DTC) brand into the retail space. The discussion covers important considerations for DTC brands looking to venture into retail, highlighting the differences in finance, operations,...

In this episode of the Free to Grow CFO podcast, host Jon Blair, founder of Free to Grow CFO, engages in a deep dive into scaling a DTC brand with a profit-focused mindset alongside Chris Lang , co-founder of Fresh Chile and a client of Free to Grow CFO . Chris shares his entrepreneurial journey, from struggling to find his path through multiple universities to launching a successful creative agen...

In this enlightening episode of the Free to Grow CFO podcast, join host Jon Blair, as he dives deep into the world of scaling Direct to Consumer (DTC) brands with profitability at the forefront. Our special guest, Thomas Gleeson, co-founder of StoreHero, shares invaluable insights on achieving marketing efficiency, profitability, and positive cash flow. Discover Thomas' personal journey that led t...

In this episode of The Free to Grow CFO podcast, host Jon Blair, founder of Free to Grow CFO, discusses the intricacies of scaling a Direct-to-Consumer (DTC) brand with a profit-focused mindset alongside guest Bryan Cano, VP of Marketing at Nood. They delve into balancing paid acquisition with maintaining profitability and cash flow. Bryan shares his entrepreneurial journey, the path to joining No...

In this episode of the Free to Grow CFO Podcast, host Jon Blair, founder of Free to Grow CFO, engages in a comprehensive discussion with Ryan Rouse , advisor for growing consumer brands and co-founder of Factor and former CEO of Highkey. They dive into strategies for scaling direct-to-consumer (DTC) brands with a focus on balancing marketing efficiency, growth, profitability, and cash flow. Ryan s...

This episode of the Free to Grow CFO podcast features host Jon Blair engaging in an insightful conversation with Ian Madigan , Head of Partnerships at Dataships . The discussion highlights the crucial aspect of improving profitability for DTC brands by leveraging data privacy laws to optimize post-purchase email opt-in rates. Ian shares his journey from being a professional rugby player to joining...

In this episode of the Free to Grow CFO podcast, host Jon Blair chats with guest Dean Brennan, CEO of Heart Soil, about the challenges of scaling a direct-to-consumer (DTC) brand. Touching on everything from leadership to strategic decision-making, Dean shares his insights on the unique challenges and opportunities faced when scaling a brand. He emphasizes the significance of being consistent and...