--- title: myPocketCFO | CFO Best Practices description: CFO Best Practices | Perspectives on bookkeeping and cash & capital sourcing --- [![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) ![Background-pattern-Central-Radial](https://blog.mypocketcfo.com/hubfs/Background-pattern-Central-Radial.png) # Perspectives from Thought Leaders myPocketCFO BLOG [Back to Blog](https://blog.mypocketcfo.com) ![How to Create a Sales Forecast for Multi-Channel CPG Businesses](https://blog.mypocketcfo.com/hs-fs/hubfs/sales-forecast-share.png?width=360&height=189&name=sales-forecast-share.png) Finance Operations CFO Best Practices Mar 17, 2025 ## [How to Create a Sales Forecast for Multi-Channel CPG Businesses](https://blog.mypocketcfo.com/how-to-create-a-sales-forecast) In our experience working with hundreds of entrepreneurs, we've found that an accurate sales forecast can significantly tip the scales toward success for small businesses. In this post, we'll explain the basics of creating a sales forecast tailored specifically for multi-channel CPG businesses with diverse product portfolios. (We'll use an emerging wine business as a… Read more ![Closing Your 2024 Books: A Step-by-Step Guide to Getting Tax and Funding Ready](https://blog.mypocketcfo.com/hs-fs/hubfs/2024BookWrapUp-share.png?width=360&height=189&name=2024BookWrapUp-share.png) CFO Best Practices Taxes Mar 5, 2025 ## [Closing Your 2024 Books: A Step-by-Step Guide to Getting Tax and Funding Ready](https://blog.mypocketcfo.com/closing-your-2024-books) As the new year begins, closing your financial books for 2024 is likely a top priority. Many founders in our community have been asking how to efficiently finalize their year-end financials to ensure tax readiness, investor transparency, and better financial planning. To simplify this process, we recently hosted a webinar on how to close your… Read more ![Understanding Financial Vitals: The Key to Your Business’s Health](https://blog.mypocketcfo.com/hs-fs/hubfs/financial-vitals-v2-share.png?width=360&height=189&name=financial-vitals-v2-share.png) Finance Operations CFO Best Practices Analytics/Insights Cash Flow Feb 19, 2025 ## [Understanding Financial Vitals: The Key to Your Business’s Health](https://blog.mypocketcfo.com/financial-vitals-guide) In the world of business, having a clear understanding of your financial vitals is just as important as knowing your health vitals. Financial vitals are essential for business owners, providing a real-time snapshot of your company’s financial health, allowing for better decision-making and proactive problem solving, helping you make informed decisions and proactively address issues… Read more ![2024 Financials Made Easy: A Founder’s Guide to Automate, Organize, and Ace Tax Season](https://blog.mypocketcfo.com/hs-fs/hubfs/taxes-2024-share.png?width=360&height=189&name=taxes-2024-share.png) CFO Best Practices Accounting Taxes Feb 17, 2025 ## [2024 Financials Made Easy: A Founder’s Guide to Automate, Organize, and Ace Tax Season](https://blog.mypocketcfo.com/2024-financials-made-easy) Running a business is hard enough — let’s not make your financials harder. Whether you’re a startup founder or a seasoned entrepreneur, preparing your 2024 income statement and balance sheet doesn’t have to mean late nights, messy spreadsheets, or last-minute tax-season panic. Unsure about your 2024 financials? Please join us for a webinar on Tuesday… Read more ![Marie Kondo Your Finances: 6 Steps to Declutter & Grow Your Business](https://blog.mypocketcfo.com/hs-fs/hubfs/kondo-share.png?width=360&height=189&name=kondo-share.png) CFO Best Practices Analytics/Insights Jan 30, 2025 ## [Marie Kondo Your Finances: 6 Steps to Declutter & Grow Your Business](https://blog.mypocketcfo.com/spark-joy-kondo-finance) As a longtime fan of Netflix’s Tidying Up with Marie Kondo, I’ve often marveled at how decluttering a closet can transform a person’s mindset. But what if we applied Kondo’s iconic “6 basic rules of tidying” to our financial lives? For entrepreneurs, periodic financial “tidying” isn’t just about neat spreadsheets — it’s about building a… Read more ![Strategic Financial Management for CPG Entrepreneurs: Tips for Sustainable Growth](https://blog.mypocketcfo.com/hs-fs/hubfs/2354201_GraphicsMyPocket_6_082124.png?width=360&height=189&name=2354201_GraphicsMyPocket_6_082124.png) CFO Best Practices Oct 7, 2024 ## [Strategic Financial Management for CPG Entrepreneurs: Tips for Sustainable Growth](https://blog.mypocketcfo.com/strategic-financial-management-for-cpg-entrepreneurs-tips-for-sustainable-growth) Strategic Financial Management for CPG Entrepreneurs: Tips for Sustainable Growth Running a Consumer Packaged Goods (CPG) business involves navigating a complex financial landscape. In this article, we'll delve into technical strategies for effectively managing your CPG business finances, including how to: Maximize financial efficiency through automation and integration Leverage advanced financial tools tailored for CPG… Read more ![How myPocketCFO Made Financial Management A Breeze for Startup CPG Fun-Gal Snacks](https://blog.mypocketcfo.com/hs-fs/hubfs/fun%20gal%20snacks.png?width=360&height=189&name=fun%20gal%20snacks.png) Finance Operations CFO Best Practices Oct 1, 2024 ## [How myPocketCFO Made Financial Management A Breeze for Startup CPG Fun-Gal Snacks](https://blog.mypocketcfo.com/how-mypocketcfo-transforms-financial-management-for-fun-gal-snacks) Fun-Gal Snacks, the innovative force behind Popadelics Crunchy Mushroom Chips, is redefining the healthy snacking landscape. Launched in April 2022, this women-owned CPG brand has achieved remarkable traction, landing their products in over 3,000 stores nationwide, with a Whole Foods launch on the horizon. But rapid growth often brings financial complexity. This is how myPocketCFO… Read more ![From Snacks to Stacks: B.T.R. NATION's Financial Makeover with myPocketCFO](https://blog.mypocketcfo.com/hs-fs/hubfs/btr%20nation.png?width=360&height=189&name=btr%20nation.png) Finance Operations CFO Best Practices Aug 26, 2024 ## [From Snacks to Stacks: B.T.R. NATION's Financial Makeover with myPocketCFO](https://blog.mypocketcfo.com/from-snacks-to-stacks-btr-nations-financial-makeover-with-mypocketcfo) B.T.R. NATION 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, BTR… 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/)