Contact Info
A Houston-based fine jewelry brand specializing in handcrafted, personalized, and bridal pieces. The brand lacked financial clarity around channel performance, inventory movement, and cost structure accountability, limiting its ability to scale profitably.
United States
Series A / Growth
Pet-Care Tech
Multi-Location
TAG partnered with the client as a strategic FP&A advisor, revamping financial planning and reporting frameworks to improve visibility, accountability, and growth readiness. Our support key functions include:
Designed an integrated, trial-balance-based model to improve forecast accuracy and enhance fiscal accountability
Evaluated campaign ROI to reallocate budget toward high-performing channels and maximize return on spend
Developed tracking reports to optimize turnover, reduce excess stock, and improve cash-flow efficiency
