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Fractional CFO & Profit Strategy for
Jewelry Brand USA

Saas Financial Modeling

Client Overview

A New York-based luxury fashion jewelry brand specializing in handcrafted, statement accessories. The brand struggled with unclear cost structures, operational inefficiencies, and financial leakage, limiting profitability and visibility into strategic improvement opportunities.

Geography

United States

Company Size

Series A / Growth

Industry

Pet-Care Tech

Operating Units

Multi-Location

Our Partnership

TAG partnered with the client as a fractional CFO, uncovering inefficiencies and shaping actionable financial strategies to improve profitability and planning discipline. Our support key functions include:

Loss & Efficiency Analysis

Conducted detailed reviews to identify financial leakage and operational inefficiencies

Payroll & Cost Structure

Designed structured frameworks to improve cost planning and strengthen fiscal control

Long-Term Planning

Projected financial performance using current trends to guide forward-looking strategic decisions

Saas Financial Modeling

Results Delivered

Identified major sources of financial loss, recommended corrective actions, and guided the client to strengthen overall performance
Structured the financial model to enhance cash flow visibility and improve resource allocation
Enhanced reporting and operational workflows, enabling consistent performance tracking and stronger financial control