---
title: "From Snacks to Stacks: B.T.R. NATION's Financial Makeover with myPocketCFO"
description: Learn how B.T.R. NATION's snack success is boosted by myPocketCFO's savvy solutions!
image: https://blog.mypocketcfo.com/hubfs/btr%20nation.png
---

[![logo](https://blog.mypocketcfo.com/hubfs/Mypocketcfo_August2024/Images/logo.svg "logo")](https://www.mypocketcfo.com/)

- Solutions
  
  
  
  
  
    - [Working Capital Financing](https://www.mypocketcfo.com/use-cases/capital-financing)
    - [1on1 Financial Coaching](https://www.mypocketcfo.com/use-cases/1on1-financial-coaching)
    - [Invoice and Bill Management](https://www.mypocketcfo.com/use-cases/invoice-and-bill-management)
    - [Tax Filing](https://www.mypocketcfo.com/use-cases/tax-filing)
- Resources
  
  
  
  
  
    - [Blog](https://blog.mypocketcfo.com/)
    - [Masterclass](https://www.mypocketcfo.com/masterclass)
    - [eBook | How CPG Founders Can Build Financial Confidence](https://go.mypocketcfo.com/guide-how-cpg-founders-can-build-financial-confidence)
- [Partnership](https://www.mypocketcfo.com/partnership)
- [Pricing](https://www.mypocketcfo.com/pricing)

[Sign in](https://app.mypocketcfo.com/api/auth/login)

[Book a demo](https://go.mypocketcfo.com/demo-request)

[Sign in](https://app.mypocketcfo.com/api/auth/login)

[Book a demo](https://go.mypocketcfo.com/demo-request)

# From Snacks to Stacks: B.T.R. NATION's Financial Makeover with myPocketCFO

 August 26, 2024

![myPocketCFO Team](https://blog.mypocketcfo.com/hs-fs/hubfs/Screenshot%202024-07-29%20at%2010.37.02%20PM.png?width=96&height=96&name=Screenshot%202024-07-29%20at%2010.37.02%20PM.png)

[myPocketCFO Team](https://blog.mypocketcfo.com/author/mypocketcfo-team)

![From Snacks to Stacks: B.T.R. NATION's Financial Makeover with myPocketCFO](https://blog.mypocketcfo.com/hubfs/btr%20nation.png "From Snacks to Stacks: B.T.R. NATION's Financial Makeover with myPocketCFO")

[B.T.R. NATION](https://www.btrnation.com/) is a woman-owned California-based snack company that has been in business for 3.5 years. With just 2 full-time employees, this dynamic startup is dedicated to providing healthier snack options. Despite its small size, this powerhouse CPG business has made significant strides in the food and beverage industry.

## Customer Challenges

In September 2021, B.T.R. NATION started receiving interest from retailers wanting to carry their products. While this presented tremendous growth opportunities, it introduced several financial obstacles, such as:

- **Retail Entry Costs:** The expenses associated with entering the retail market can be prohibitively high for food and beverage businesses.
- **Need for Alternative Funding:** The company needed to pursue alternative funding and capital options to manage new opportunities effectively.
- **Financial Management:** As a small business, B.T.R. required a solution to manage and streamline their financial processes, including transaction reconciliation and preparing investor decks.

[B.T.R. Founder Ashley Nicholson](https://www.youtube.com/watch?v=oj2CrbQq8W4) recalls the moment she knew Pocket could help with the hurdles before them: 

*"I knew once we had this line-up of opportunities, I needed to start pursuing alternative funding and capital options. (myPocketCFO walked me) through how to build a capital stack and how (they) could help me, and at that moment, I knew I needed to work with (them)."*

## How myPocketCFO Met the Founder's Needs:

| ### myPocketCFO | ### Client Gains |
| --- | --- |
| Comprehensive Financial Analytics | Ashley uses Pocket constantly to review high-level analytics like top-line revenue across channels, dig deeper into individual transactions, reconcile transactions, match invoices, and close books. |
| Time and Cost Savings | Pocket has saved the business significant time and money, enabling the founder to focus on growing sales channels and exploring new opportunities. |
| Data-Driven Storytelling | Pocket helped articulate the company’s data story to retailers and investors, which was crucial in raising over $1 million in funding. |
| Insightful Consultation | The support and insight from Pocket were instrumental in launching B.T.R. Nation's products into major retail chains like Costco. |

## Results and Impact 

Ashley is enthusiastic about the support myPocketCFO provides:

*"I have been loving my experience with myPocketCFO. As a founder with a lot of experience in sales and marketing, the finance piece of the business can sometimes fall by the wayside. Pocket has made my life so much easier. *

*Now, I know my numbers and feel confident speaking with investors and putting investor decks together. I can easily pull my P&L, know my COGS, and understand my gross margins. It has been a game changer compared to just looking at things in QuickBooks. It's amazing to have everything I need in a one-stop shop right at my fingertips."*

The implementation of Pocket significantly transformed B.T.R. financial management:

- **Revenue Growth:** B.T.R. raised over $2 million, enabling the launch into Costco and other retail channels.
- **Time Efficiency:** The founder saved substantial time each month, allowing for a greater focus on business growth and strategy.
- **Financial Confidence:** Thanks to Pocket's comprehensive tools and support, Ashley now confidently manages financial conversations with investors, retailers, and partners.

### **Why myPocketCFO is Your Business's Secret Weapon** 

myPocketCFO provided B.T.R. Nation with a robust, reliable, and scalable financial management solution. If you're a startup or growing business seeking an efficient and collaborative financial tool, consider myPocketCFO for:

- **Customized Financial Solutions:** Perfect for businesses that need more than basic bookkeeping but not a full-time CFO.
- **Efficient Financial Management:** Seamlessly categorize expenses, manage sales details, and handle financing needs.
- **Dedicated Support Team:** Expert assistance to tackle your financial management challenges.
- **Insightful Data Analysis:** Comprehensive financial overviews to support well-informed decision-making.

Ashley is adamant that:

*"(Pocket) has saved us hours of time in the business, and I am so grateful. I can access all the numbers I need to share with investors, retailers, and partners."*

Unleash the full potential of your financial management with myPocketCFO and see your business soar.[Book a one-on-one CFO consultation session today](https://www.mypocketcfo.com/community)!

[Finance Operations](https://blog.mypocketcfo.com/tag/finance-operations) [CFO Best Practices](https://blog.mypocketcfo.com/tag/cfo-best-practices)

---

Share Post

LinkedIn Facebook Print

---

[Cash Flow Management Tips Every CPG Owner Should Know](https://blog.mypocketcfo.com/cash-flow-tips-every-cpg-owner-should-know)

[7 Steps to Financial Stability for CPG Startups: Cash Flow & Income Statements](https://blog.mypocketcfo.com/7-steps-to-financial-stability-for-cpg-startups-cash-flow-and-income-statements)

## Recent Posts

![Featured image: Introducing Contextual Commenting: Real-Time Collaboration Built Into Every Number](https://blog.mypocketcfo.com/hs-fs/hubfs/commenting-oai.png?width=400&name=commenting-oai.png)

Jun 12, 2025

### [Introducing Contextual Commenting: Real-Time Collaboration Built Into Every Number](https://blog.mypocketcfo.com/contextual-commenting-real-time-collaboration)

 At myPocketCFO, we believe your financial data should do more than just sit on a screen. It should start conversations, trigger insights, and drive decisions, just like a great CFO would. To support this goal, myPocketCFO has contextual commenting and collaboration. These features are now live across your entire myPocketCFO workspace. These new features bring… 

Read more

![Featured image: small business founder giving another founder a referral](https://blog.mypocketcfo.com/hs-fs/hubfs/mypocketcfo-referral-share-orig.png?width=400&name=mypocketcfo-referral-share-orig.png)

Finance Operations

May 27, 2025

### [The myPocketCFO Referral Program](https://blog.mypocketcfo.com/mypocketcfo-referral-program)

 Give a month. Help another founder grow. Get paid. We’re officially rolling out the new myPocketCFO Referral Program — and we’d love your help spreading the word. If you know a founder who’s feeling stretched on cash flow, juggling messy books, or just wants more clarity around their numbers, send them our way. Here’s how… 

Read more

![Featured image: 📗 Pocket Notes: P&L Insights, Upcoming Webinar, Product Updates, and More](https://blog.mypocketcfo.com/hs-fs/hubfs/pocket-notes-share-chatgpt-v2.png?width=400&name=pocket-notes-share-chatgpt-v2.png)

Analytics/Insights

May 1, 2025

### [📗 Pocket Notes: P&L Insights, Upcoming Webinar, Product Updates, and More](https://blog.mypocketcfo.com/pocket-notes-may-2025)

 Your numbers tell a story — if you know how to read them. This month, we’re showing founders how to turn their P&L statements into strategic narratives that go beyond compliance and bookkeeping. Whether you're pitching investors, steering through uncertainty, or just trying to understand what’s really driving your margins, treating your financials as a… 

Read more

[![f_logo](https://blog.mypocketcfo.com/hubfs/f_logo.svg "f_logo")](https://www.mypocketcfo.com)

Democratising financial access for small and medium businesses.

- COMPANY 
    - [About](https://www.mypocketcfo.com/#)
    - [Contact Us](https://go.mypocketcfo.com/contact-us)
    - [Support](https://docs.mypocketcfo.com/)
- Legal 
    - [Privacy policy](https://www.mypocketcfo.com/privacy-policy)
    - [End user license agreement](https://www.mypocketcfo.com/eula)

© 2026 myPocketCFO. All rights reserved.

[![icon](https://blog.mypocketcfo.com/hubfs/Mypocketcfo_August2024/Images/Linkedin.svg)](https://www.linkedin.com/company/mypocketcfo) [![icon](https://blog.mypocketcfo.com/hubfs/Mypocketcfo_August2024/Images/Insta.svg)](https://www.instagram.com/mypocketcfo/)

```json
{
  "@context" : "https://schema.org",
  "@type" : "BlogPosting",
  "author" : {
    "@type" : "Person",
    "name" : "myPocketCFO Team",
    "url" : "https://blog.mypocketcfo.com/author/mypocketcfo-team"
  },
  "dateModified" : "2024-08-29T21:52:49.727Z",
  "datePublished" : "2024-08-26T07:00:00.000Z",
  "headline" : "From Snacks to Stacks: B.T.R. NATION's Financial Makeover with myPocketCFO",
  "image" : [ "https://blog.mypocketcfo.com/hubfs/btr%20nation.png" ],
  "mainEntityOfPage" : {
    "@id" : "https://blog.mypocketcfo.com/from-snacks-to-stacks-btr-nations-financial-makeover-with-mypocketcfo",
    "@type" : "WebPage"
  },
  "publisher" : {
    "@type" : "Organization",
    "logo" : {
      "@type" : "ImageObject",
      "url" : "https://blog.mypocketcfo.com/hubfs/mypocketcfologo.png"
    },
    "name" : "myPocketCFO"
  }
}
```