How We Can Help

We work with brands that aren't quite big enough for a full-time controller or CFO but can benefit from a higher level of financial oversight, forecasting, and management.

If you're looking for someone to prepare your taxes, you've come to the wrong place. We know what we're good at and are focused on that. If you're looking for someone to oversee your accounting processes, build you an e-commerce financial model, help manage and forecast cashflow, and interface with your tax CPAs while they prepare your taxes, leave us a message below.

Customizable Service Packages

Bookkeeping Controller CFO Financial Modeling
Full-stack accrual accounting processes and procedures c Created with Sketch.
Monthly financial statement preparation c Created with Sketch. c Created with Sketch. c Created with Sketch.
Work with your tax CPA during income tax time c Created with Sketch. c Created with Sketch. c Created with Sketch.
Sales tax filing setup & support c Created with Sketch. c Created with Sketch.
Monthly financial review meeting c Created with Sketch. c Created with Sketch.
Internal controls & compliance review/support c Created with Sketch. c Created with Sketch.
Customer retention analysis (LTV) c Created with Sketch.
Contribution margin & marketing spend analysis c Created with Sketch.
E-commerce metrics scorecard (conversion, CPA, ROAS, etc.) c Created with Sketch.
Custom financial model c Created with Sketch. c Created with Sketch.
Cashflow forecasting c Created with Sketch. c Created with Sketch.
Tools we love
Shopify white Slack RGB Taxjar logotype Gusto Asana Logo Horizontal Color Quickbooks logo Dropbox Transp

We relentlessly focus on helping entrepreneurs build e-commerce brands.

AJ Stockwell is an entrepreneur, licensed CPA, and the founder of Climb CFO. He began his career by taking a huge risk: he turned down an offer from a “Big Four” accounting firm and instead signed on as the first accounting and finance team member during the early days of Tuft & Needle, a direct-to-consumer online mattress company. He led and grew the finance team from just himself to seven people while the company's annual sales ballooned from $9m to over $150m in just a few short years.

While at Tuft & Needle, AJ recognized that many startups are at a pivot point of growth where they need more advanced financial oversight and planning but don't quite need a full-time CFO. He also realized that he was uniquely qualified to provide these essential services to businesses during this crucial stage and wanted to bring his passion for finance, accounting, and entrepreneurship to brands all over the country.

After helping T&N navigate through a merger with Serta Simmons Bedding, AJ left the company to start Climb CFO and is absolutely thrilled to be doing what he loves with incredible e-commerce brands. A native of Phoenix, Arizona, and an Arizona State University alum (Go Sun Devils!), he now lives in Omaha, Nebraska with his wife and their dog. When he's not building cashflow models, he enjoys cycling, grilling, and traveling.

Aj stockwell

Get in Touch!