Stop Running Your Brand on Financial Guesswork

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Fractional CFO services specialized in DTC brand growth & profitability.

Connect Marketing Data & Financial Performance To Create Predictable Scalability for you DTC Brand.

Create Clarity

Deep diving into your current marketing metrics and finances to identify what's working and what's not. We connect the missing dots to uncover opportunities for profitability.

Identify Targets

Our DTC Wealth team defines clear goals for growth, efficiency, inventory management, pricing, and cash-flow allowing you to improve the financial maturity of your brand.

Unlock Profitability

By implementing our DTC WLTH frameworks you will unlock opportunities to drive efficiencies in your business increasing your profitability month over month & year after year.

Who we are —

In an industry overflowing with data that lacks actionable insights, we at DTC WLTH expertly guide our clients financial analysis through our deep involvement. We act as more of a partner than a consultant. 


We provide a tailored financial experience, where DTC WLTH merges e-comm data metrics with financial performance, so you can feel assured about the customized strategies towards sustainable and profitable growth.

Want To Feel Confident You're Making the Right Decisions?

Think of us as your financial partner, aligning marketing data with financial performance to achieve your strategic goals. At DTC Wealth, we're not just consultants; we're part of your team, deeply involved in crafting a tailored financial strategy that meshes e-commerce data with fiscal insights. It's a journey of continuous learning and improvement, where simplicity meets sophistication.

We focus on three key things:

  • Partnering In Profitable Growth
  • Providing Actionable Insights for Growth
  • Empowering Your Legacy
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DTC WLTH OPPORTUNTIES

  • Tier One: E-commerce Essentials

    Navigate the e-commerce landscape with confidence using our "E-Commerce Essentials" package. Designed for emerging online brands, this tier lays the groundwork for your financial journey. Expect robust accounting services, monthly financial reviews, and year-to-date analyses, all tailored to the unique demands of e-commerce. It's the perfect starting point for startups and small businesses seeking to establish a strong financial base, understand market trends, and make data-driven decisions for sustainable growth.

  • Tier Two: E-commerce Accelerator

    Accelerate your business growth with our "Digital Growth Accelerator" package. This tier is crafted for e-commerce businesses ready to take their operations to the next level. Dive into more detailed financial analytics and strategic insights, crucial for optimizing online sales and customer acquisition. With services including comprehensive trend analysis and advanced financial oversight, it's the ideal choice for businesses in the growth phase, aiming to maximize their market impact and revenue through informed, strategic actions.

  • Tier Three: E-commerce Visionary Forecast

    Embrace the future with our "E-commerce Visionary Forecast” package. This premium offering is tailored for e-commerce leaders seeking to shape the industry. With extensive, detailed financial services and analytics, this package empowers you to forecast revenue, profit, and customer acquisition, so you are able to strategize with confidence and make transformative decisions. It's more than financial management; it's a partnership to architect your digital legacy, leveraging state-of-the-art tools and insights to establish your brand as a pioneering force in the DTC world.

Meet Our Founder

Jarrod Souza - DTC Wealth

Jarrod brings over a decade of experience as a CFO for Direct-to-Consumer (DTC) brands in the e-commerce sector. 


His unique blend of expertise in finance, data, and marketing analytics has been pivotal in driving significant growth. Notably, he spearheaded scaling a company from $4 million to $40 million in just four years, demonstrating his ability to effectively navigate and leverage the complexities of e-commerce finance.


In his last full time role as CFO was at Michael Hyatt and Company, Jarrod honed his skills and vision, which he felt lead to resign and start a firm focused on DTC & E-commerce brands.  That is when CFO Expertise was born and morphed into DTC Wealth. 


His firm is more than just a financial service provider; it's a strategic partner for e-commerce brands. DTC Wealth specializes in offering virtual CFO services, particularly for companies with annual revenues between $1 million and $50 million.


Jarrod's focus is on businesses poised for growth but unsure of the strategic steps needed to get there. His approach is not just about managing numbers; it’s about understanding the unique challenges of e-commerce and guiding brands to scale effectively and sustainably.


Through DTC Wealth, Jarrod continues to be a pivotal figure in the e-commerce landscape, helping businesses understand and leverage financial insights to achieve their growth ambitions.

Select Your Growth Path

Choose the plan that best fits your needs and goals. Whether you're just starting out or ready to scale, each option is designed to support you at every step of your journey. Let’s find the right fit to fuel your growth!

BASIC

  • Essential Resources: Access foundational tools to get started.
  • Community Support: Connect with like-minded individuals.
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EXPERT

  • In-Depth Strategies: Maximize your business potential.
  • Masterclass Access: Attend exclusive workshops with industry experts.
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ADVANCED

  • Additional Features: Unlock enhanced tools for growth.
  • Personalized Coaching: Get tailored strategies in one-on-one sessions.
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