A Blue Onion + Dwight Funding resource for brands that mean business

Managing the books for a multi-channel ecommerce brand is genuinely complex.

Every sales channel settles differently, every payment processor reports differently, and by the time you've manually pieced it all together, half the month is gone. This checklist — built in partnership with Dwight Funding, one of the leading lenders to growth-stage DTC, CPG, and F&B brands — gives your finance team a clear, phase-by-phase framework to close the month with confidence.

Whether you're preparing for a lender conversation, cleaning up ahead of an audit, or just tired of a close process that drags into week four, this is the starting point.

You’ll Learn

• How to structure your close into 6 phases — from pre-close validation through funding audit readiness — so nothing falls through the cracks
• Why transaction-level reconciliation (not summary-level) is what separates brands that can answer lender questions from those that can't
• The 5 metrics Dwight Funding evaluates first when a brand applies for a $1MM–$15MM credit line — and how to make sure your books are ready
• How to get to ASC 606-compliant revenue recognition across gift cards, pre-orders, and subscriptions
• Where most brands lose the most time in their close — and what automating order-to-cash reconciliation actually looks like in practice