Services — Dovetail CPG

The call most founders put off.

A raise is pending. Growth is slowing, or better, it's speeding up and your organization hasn't caught up. The experience you need at this stage is hard to find, sits in a bigger company, or doesn't need to be full time. You don't need to hire it. You certainly can't train someone into it. You need immediate access to it, with the sleeves already rolled up. That's the difference, and it's why Dovetail exists.

What We Usually Find

The same three problems.
Twenty different brands.

Rogue Reporting

Your data doesn't agree with itself. Three people request the same report, get three different answers, and everybody builds their own spreadsheet instead. Nobody says it out loud, but nobody trusts the numbers.

A Compass That Doesn't Point North

The CEO is reconciling invoices at midnight. Revenue is up but margin is unclear. SKU-level profitability is built on vibes. Cost-to-serve is a guess. Million-dollar decisions are being made on instinct because the right data doesn't exist yet.

Capital Confusion

And when you are heading into a raise, your numbers aren't ready for the questions that are coming. You know it. Your board knows it. The investors will know it in about eleven minutes.

We fix that. And we know exactly where to start because we've seen the same version of this problem at twenty different brands.

Fractional doesn't mean fractional commitment. Sleeves up. If the model's broken at midnight, we're in the spreadsheet at midnight.

The Finance Track
Before we look at a P&L, we look at who's in the room.

Because your team deserves unified reporting, a clear compass that points to growth, and capitalization decisions that give them the dry powder to get there.

We work with bookkeeping to rebuild the chart of accounts, build a unified reporting package, deliver live business intelligence through Dovetail Dash, and help you see and manage cash flow because it's the lifeblood of your business. All the pieces your team needs to trust the numbers, own their decisions, and get back in the driver's seat. And then we teach them how to utilize it.

Other finance firms fit you into their model. We build one that fits yours. Because we have seen that this is how teams actually succeed.

Perfect for ambitious founders who want finance depth without the finance dept.
The Strategy Track
The playbook that got you here won't get you there.

And you're starting to feel it. New channels, new products, new retailers, a brand that needs to grow up without losing what made it work. You need someone who has done this many times before.

That's where our experience stands out. We've been brand manager, plant operator, head of finance, head of sales, M&A diligence, CEO, Chairman. At leading and disruptive brands, at a variety of scales, in both turnaround and growth environments. As consultants, we still bring learnings from Brand A to Brand B, so you get cutting edge insight. What looks like a new problem to you is probably a familiar one to us.

The question is whether the person sitting shotgun has actually been where you're going.

Perfect for the mad scientist with a master plan.
Start the Conversation

Not sure which track?
Start with a conversation.

Tell us where you are. We'll ask the right questions from there.

Prefer the back of a napkin? Draw it out.
Sketch your thinking here The sketch will be sent with your message.

Write to Us

No decks required. Just the short version.

Clarity, by design.