DTC FINANCIAL STATEMENTS

Stop the pain of X.

Be someone who does Y.

X years of DTC finance knowledge in less than X hours. Broken down into manageable 10 minute modules. Watch, absorb. "Aha" > apply. Complimentary Financial Toolkit ($1200 value) that works with any Shopify store + Beyond ROAS eBook.

3
Statements you'll read on sight
4
Real DTC brands torn down
6
Operator-grade tools
Lifetime
Application

The problem

Knowing XXXX isnot the same asYYYY

Most eCommerce professionals don't have an X problem. They have an Y problem. And brands can tell who knows X from those who don't.

Can't see the big picture

When you can't see the bigger financial picture, you're limited to partial data.

Constantly defending value

You're constantly having to defend the value of your work. Often by hours or activity.

Guessing

Without proof of what actually works, you test random tactics, burn time, and burn revenue.

When you finish this course

You'll Be Able ToYYYY

  • ✓See the bigger financial picture
  • ✓Communicate with the CFO - the most trusted voice in any organization
  • ✓See how marketing fits in the context of finance

Go into any situation and own the room on this topic, because you understand how money really moves.

What's Inside

Three statements.Twenty-three lessons.One complete picture.

The P&L shows you the future potential. The balance sheet shows you the present reality. The cash flow statement shows you the past. That is why there are three statements and not one, and why reading only one of them leaves you guessing at the other two.

The P&L

Over half the course. From what a P&L actually is, through using it as an operator, to building your own and tearing two real ones apart.

  • ✓What it is, why it matters, and the parts of it
  • ✓Using the P&L as an operator, not an accountant
  • ✓Building your own with the Financial Toolkit
  • ✓Two full P&L teardowns
The P&L Future 13 lessons

The Balance Sheet

Where the business actually stands right now, and the constraint that stops most brands scaling past a certain size.

  • ✓What the balance sheet is and why it matters
  • ✓The parts of the balance sheet
  • ✓Working capital, and why so many brands can't break the $20M ceiling
  • ✓Five ways to action the balance sheet
The Balance Sheet Present 4 lessons

The Cash Flow Statement

What actually happened to the money, and the reason a profitable brand can still run out of it.

  • ✓What the cash flow statement is and why it matters
  • ✓The parts of the cash flow statement
  • ✓How much profit the business actually needs
Cash Flow Statement Past 3 lessons

Then all three at once

The Three Statements in Action

The course closes on two real businesses, read across all three statements together, the way an operator actually has to read them.

  • ✓Real life example #1
  • ✓Real life example #2

Time's Scarce. You Have Sh** To Do

Actionable content, structured into clear topics and broken down into manageable modules. No video is longer than 10 minutes.

Video 16:9

Progressive, manageable modules

You've got shit to do. Which is why the modules are designed in 15-20 minute sections you can knock out and review when it suits you.

Image 16:9

Visual explanations and downloadable slides

Absorbing and understanding makes knowledge actionable. The course is designed so you can act on what you learn immediately.

Is This For You?

Not for you if:

  • ✕You're just getting started in D2C marketing
  • ✕You work in another space such as B2B lead gen - this is designed for DTC eCommerce
  • ✕You'd prefer to close your eyes and hope that you're driving profit without really knowing
  • ✕You're ok with using metrics like ROAS as your KPIs

Perfect for you if:

  • ✓You're a D2C Operator, Agency Founder, Head of Growth, or Skill Specialist
  • ✓You're scaling spend but not sure if it's actually profitable
  • ✓You need financial clarity
  • ✓You're making decisions based on ROAS because you don't have anything better
  • ✓Your CFO, investors, or clients keep questioning marketing's impact - and you can't answer with confidence

Don't believe us, believe them

“

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec id odio fringilla magna mollis dictum sit amet id augue. Vivamus vitae fringilla ex.

Samson Wu
XXXX
“

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec id odio fringilla magna mollis dictum sit amet id augue. Vivamus vitae fringilla ex.

Tobi Chapman
XXXX
“

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec id odio fringilla magna mollis dictum sit amet id augue. Vivamus vitae fringilla ex.

Robin Yarwood
XXXX

Plus 4 free bonuses, included with yourenrollment.

Image 16:10

Financial Toolkit

  • ✓Plug-and-play Google Sheet Financial Toolkit for D2C brands
  • ✓Quick setup guide for easy Shopify export and import.
  • ✓Preloaded sample data for immediate testing.
Image 16:10

Move the Needle Community Access (1 month)

  • ✓Join like-minded peers solving the toughest problems in DTC
  • ✓Get input from high-level operators in multiple niches and areas of speciality.
  • ✓All members sign NDA's for confidentiality
Image 16:10

Beyond ROAS eBook

  • ✓THE book on moving beyond ROAS as a primary metric in DTC
  • ✓Exportable to Kindle
  • ✓Each chapter works through a specific DTC finance topic
Image 16:10

Live Workshop Vault

  • ✓Over 30 live call recordings on P&L breakdown, forecasting, LTV to CAC payback, growth frameworks and more.
  • ✓Real use-cases from 8 figure DTC brands.
  • ✓Organized by topic

Meet the Creators

Photo

Valentin Kuznetcov

in

Fractional CFO and Head of Growth who has scaled 7, 8, and 9-figure D2C brands. Specializes in translating marketing performance into financial outcomes that actually matter to business success and survival.

Photo

Nick Miller

in

Led media buying teams at a top US agency as well as brand-side in-house. Personally managing $30M+ in ad spend across 7-8 figure D2C brands while overseeing much more. Has lived through the "great ROAS but we're losing money" experiences that inspired the Move the Needle academy.

Get Started

Full Course

  • ✓Full Course
  • ✓Financial Toolkit
  • ✓One Month Community Access
  • ✓Move the Needle Live Workshop Vault
$ 297
Get the Full Course

Lifetime access.

Get the Edge in 2026. Become a Top 1% Operator

Start now