The operating question
Which product, channel, inventory order or operating change needs a clearer financial basis?
The AxisCFO approach
Make the financial basis of a decision clear.
E-commerce finance connects the order, settlement, inventory and bank records behind a business choice. The aim is a figure you can trace and a next step you can assign.
Henry SheykinFounder
AxisCFO Inc. · United States
Start with the business question.
Define the decision first, then identify the records and financial work needed to support it.
The work brief
Set the period, inputs, calculations and review responsibilities around that question.
Read the operating business behind the ledger.
Orders, settlements, inventory and bank movements describe different parts of the same business.
Order economics
Follow product and channel revenue through the costs included in contribution.
Inventory timing
Connect stock commitments and supplier payments to the cash available on their dates.
Operating choices
Compare pricing, marketing and hiring options with the budget and cash assumptions.
Make each figure traceable.
A useful report shows where the number comes from and how to interpret it.
Source
Identify the ledger, settlement, invoice and product-cost records behind the calculation.
Basis
State the period, accounting policy, allocation rule and forecast timing.
Action
Connect the finding to a check, an owner and a measure for follow-up.
Give each part of the work an owner.
Clear responsibilities keep a missing record or unresolved judgement from disappearing between reports.
Record preparation
Name the person who supplies documents, maintains cost records and answers source questions.
Financial review
Assign checks of reconciliations, cost definitions, accounting judgements and report outputs.
Business decisions
The brand’s authorised decision maker approves the operating choice and assigns implementation.
Inspect the reporting approach.
Follow the contribution, budget and cash calculations, or read the audit findings and action plan.
Your next financial question
Put numbers behind the next move.
Start with the decision ahead and the reporting you have today.