ISMarch 2026
Income statement
Net income
412k
$000s
- Revenue2,480
- Gross profit1,232
- OpEx(642)
- Net income412
A Modern Accounting Firm for CPG Brands
True margins by SKU and channel. Books closed daily, not monthly.
From $250/mo · free month trial
Trusted by top brands
A Minerva company. Backed by
UNFI·KeHe·DPI/Dot Foods·McLane·Walmart·Target·Shopify·Amazon·WooCommerce·Faire·QuickBooks·Plaid
See 200+ platforms we connect to →The engagement
Your CPG finance
team.
Dedicated accountants for CPG. We own the close. You get decision-ready books.
How it works
01
Connect
Banks, ecommerce, distributors, and your ledger. Linked in days.
02
We close
Your CPG finance team reconciles, reviews, and owns month-end.
03
You decide
GAAP package and a one-on-one. Numbers you can actually use.
Every close
Income, balance sheet, cash flow.
Monthly package from your CPG finance team.
BSMar 31, 2026
Balance sheet
Cash
486k
$000s
- Cash486
- Inventory318
- Assets1,094
- Equity818
CFMarch 2026
Cash flow
From ops
+186k
$000s
- Operations+186
- Investing(42)
- Financing+60
- Ending cash486
In every engagement
What complete CPG books look like.
Unit economics and channel clarity, closed and reviewed by CPG accountants.
01True landed COGS
Which products actually make money.
Ingredients, packaging, co-man, freight, and real production yields rolled into true landed cost per SKU. Updated monthly. Not an estimate.
- Landed cost per SKU, fully loaded
- Margin by product and by channel
- Know what to scale, fix, or kill
COGS & Margin
app.withmars.comLive
COGS & Margin by SKU
March 2025 · True landed cost per unit
0.0%Blended
Gross margin
Across 5 active SKUs
IngredientsCo-manPackagingFreight
↑ 3.5 pts vs last month
SKU
Landed cost → margin
Mgn
Oat Clusters 12oz
62.4%
Choc Bark 6oz
54.4%
Protein Bites 8oz
47.3%
Granola Mix 16oz
41%
Trail Mix 10oz
32.7%
02Revenue reconciliation
Every dollar. Every channel. Settled.
Distributor remittances parsed. Amazon settlements decoded. DTC fees matched to deposits. From UNFI to Shopify, one source of truth.
- UNFI, KeHE, DPI, McLane fully reconciled
- Amazon FBA, ads, and reimbursements matched
- DTC processor settlements to bank deposits
Reconciliation
app.withmars.comLive
Revenue Reconciliation
March 2025 · All channels settled
Flow to bank
$0
Net of $9,100 deductions
0.0%
retained
Gross $90,800100%
UN
UNFI
Distributor
−$3,240
3.6% of gross
AM
Amazon
FBA + ads
−$5,120
5.6% of gross
SH
Shopify
Platform
−$740
0.8% of gross
03Channel P&L
Where margin lives, and where it leaks.
Amazon after FBA and ads. Wholesale after trade spend and deductions. Profitability by channel, retailer, and SKU. Updated daily.
- P&L by channel, retailer, and SKU
- Catch margin leaks before they hit cash
- The view classic bookkeeping can't produce
Channel P&L
app.withmars.comLive
Channel P&L
After fees & deductions · March 2025
Best channel
Shopify DTC
58.2% margin
Blended margin
42.3%
↑ 0.8 pts MoM
Shopify DTC
Lead$19.6K revenue
58.2%
↑ 2.1
Amazon
$28.4K revenue
44.8%
↓ 0.4
UNFI
$42.8K revenue
38.1%
↓ 1.1
Target Retail
$31.2K revenue
31.4%
↓ 2.3
04Strategic finance
The CFO function you need next.
Cash flow you can trust. Fundraising-ready books. Working capital and tax handling for the decisions that grow the brand.
- Cash flow forecasting for production and buys
- GAAP books and unit economics
- Tax filing and working capital readiness
Strategic Finance
app.withmars.comLive
Strategic Finance
FY 2025 · Board-ready as of March
Runway
0.0mo
at current burn
Gross margin
0.0%
↑ 2.1 pts MoM
Tax
Filed
Fed + 4 states
Cash position forecast
ActualProjected
✓GAAP books✓Unit economics✓3-yr model✓Tax filed
Without Mars
The close takes foreverand you're still guessing.
Why CPG brands can't trust the books they pay for.
Your margins are a black box.
True landed cost per SKU never rolls up: ingredients, packaging, co-man, freight, yields. Across channels, you still can't tell what actually makes money.
The friction
From the brands we serve
Founders, in their words
Game changing for me as a solo-founder: bookkeeping, margin visibility, and fundraising support all in one place.
Ashley
B.T.R Nation
Client outcomes
0%
of clients raised capital from investors or lenders with Mars-produced financials
The numbersspeak for themselves
Outcomes from CPG brands that run their books on Mars.
0%
got accepted to a CPG accelerator or raised equity
0%
grew more than 30% annually
Integrations · 218+
We work across
your entire stack
Every channel, bank, and distributor.
Connected to your books, without CSVs.
Accounting
17 tools
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Sales
37 tools
Distributors
16 tools
Banking
37 tools
Payroll
19 tools
Inventory
92 tools
Don't see yours? Tell us and we'll handle it.
The people
Your CPG finance
team.
Accountants, operators, and engineers who live and breathe CPG.
01
Wenda Wu, CPA
Senior Accountant
Tax Director at PwC with 20+ years reviewing income tax provisions under US GAAP (ASC 740) and IFRS. MS Accountancy; previously Deloitte and Fortune 500 tax leadership.
02
Adam Carr, EA, MBA
Sr. Tax Manager
Plans and files for growth-stage CPG brands: multi-state nexus, entity structure, and year-round tax strategy for accurate, on-time compliance.
03
Alice Zhang, MBA
Fractional CFO
Wharton MBA in Finance. Former McKinsey, ex-Country CFO at Fuji Xerox. Specializes in financial strategy, modeling, and capital raising for CPG.
04
Peter Zhu
Director of FP&A
Leads month-end close for growth-stage CPG brands across DTC and retail. Expertise in revenue recognition, inventory accounting, landed COGS, and channel-level unit economics.
05
Om Agarwal
Director of Controllership
Leads distributor and trade-spend accounting for brands selling into UNFI, KeHe, and major wholesalers. Expertise in chargeback reconciliation, accrual accuracy, and retail deductions.
06
Naman Jain
Accounting Manager
Leads multi-channel revenue accounting and month-end close across ecommerce, wholesale, and 3PLs. Expertise in bank and settlement reconciliation, inventory integrity, and audit-ready CPG financials.
Pricing
Everything your
CPG brand needs
One engagement. Clean books, real margins, and a team that already speaks CPG.
Starting at
$250/mo
Scaled to volume, channels, and complexity.
Free one-month trial for new clients.
Work with your CPG finance team for a full month at no charge. Continue only if it's the right fit. Terms confirmed on consultation.
Included in the engagement
Full-service bookkeeping
We close your books every month. No chasing anyone for numbers.
Revenue reconciliation
Shopify, Amazon, wholesale. Every dollar matched, every channel.
Deduction tracking
Shortpays, chargebacks, and disputed fees caught before you lose them.
P&L by channel & SKU
See which products and channels make money, and which don’t.
COGS & inventory
True landed cost per SKU: ingredients, packaging, co-man, freight.
Trade spend monitoring
Track promo dollars and whether they actually improve margin.
Cash flow forecasting
Know your runway before you plan production or purchasing.
Fundraising-ready financials
Clean statements and a data room investors can trust.
200+ integrations
Distributors, banks, platforms, and 3PLs. Connected, not uploaded.
CPG finance experts
Accountants who know trade spend, slotting fees, and retailer math.
Beyond the books
Tax and extended services when you need them
Accounting is the core. Sales tax, income tax, and related advisory sit alongside the engagement when your brand requires them.
Sales tax
Registration, filing calendars, and remittance support as you expand into new states and channels.
Income tax
Year-end planning, entity considerations, and complete federal and state return preparation.
Other advisory work
Entity structure, multi-state nexus strategy, lender packages, and other specialized requests as needed.
FAQ
Clear answers before you engage
What founders typically ask before moving their books to Mars.
Either path works. You may remain on QuickBooks Online, or move to the Mars AI-native ledger. The ledger is included in the service fee; there is no separate software charge either way. We recommend the option that best fits your stack and the complexity of your channels.
Mars is a professional services firm first. Technology is how we deliver more thoroughly and more quickly, but you are engaging a team of accountants, not purchasing a self-serve app.
We use AI and automation internally to accelerate reconciliation, classification, and routine analysis. Artificial intelligence does not prepare or close your books on its own. A qualified accountant reviews every material entry and output before anything is finalized for your company.
Yes. You are assigned a dedicated accountant who owns your engagement, understands your channels and product mix, and remains your primary point of contact as the business grows.
Beyond continuous bookkeeping and close, you receive a monthly one-on-one review. We walk through results, surface margin and cash issues early, and align on the decisions that matter for the next period.
Engagements start at $250 per month, scaled to volume and complexity. New clients begin with a free one-month trial so you can evaluate the team, the close, and the package before paid service. Scope and trial terms are confirmed on consultation.