About Halve

Built for the $500K–$5M e-commerce middle.
Vetted against a 5-area bar.

Halve is a curated marketplace for fractional finance — built exclusively for the sub-$5M e-commerce middle market. Brands doing $500K–$5M are the ones underserved by traditional fractional firms (priced for post-$5M) and abandoned by solo bookkeepers (no e-com depth). Halve sits in the gap, with a vetted pool of fractional CFOs and senior bookkeepers who actually know Shopify, 3PLs, ad attribution, and multi-currency P&L.

Get matched in 7 daysSee the vetting bar

Halve by the numbers

The platform promise
1 in 7experts admitted to the pool
20–30%margin lift — north-star target
30 daysre-match guarantee if the fit isn't right

The vetting bar

Five capabilities every Halve expert demonstrates —
before they ever see your stack.

Every expert in the Halve pool is pre-screened against the five capabilities a fractional finance partner must demonstrate to be useful to a Shopify or DTC operator. We currently accept roughly 1 in 7 applicants.

COGS discipline

Per-SKU landed cost, returns absorbed, refunds reclassified — margin is what you ship, not what the dashboard rounds to.

Multi-channel reconciliation

Shopify + Amazon + TikTok Shop + wholesale rolled into one P&L, not four ledgers that disagree at quarter-end.

Ad-spend attribution

Meta, Google, TikTok → contribution margin, not vanity ROAS. Spend that doesn't earn its place gets cut.

3PL inventory accounting

Stock reconciled monthly against 3PL bills and Shopify — no qty-mismatch surprises when the next PO lands.

Multi-currency

Shopify Markets + FX gains/losses live in COGS, not buried in a "miscellaneous" line at year-end.

How the platform sustains

The 20–30% take —
what it pays for.

On top of the expert retainer, Halve adds a 20–30% platform take. No add-ons for tax, audit, payroll, or marking services. The take funds three things — and only three things — and each is named on this page.

What the take covers

Human matching, ongoing vetting, the guarantee.

Three line items fold into the 20–30% on top of the expert retainer — the work that turns a roster of freelancers into a curated marketplace.

  • Vetting — references checked by hand, sample work reviewed (not just resumes), Shopify-stack depth verified against your category.
  • Matching — your intake is read by a person; the 2–3-curated-match shortlist is picked per brand, not auto-generated.
  • The 30-day re-match promise — included in the take, not billed separately. The platform eats its margin if the first fit was wrong.

Why the margin exists

A bad fractional hire costs more than the take.

A full-time CFO runs $150K+, a traditional fractional firm quotes $3K–$10K/mo — both miss the sub-$5M middle. Halve matches within a curated pool and underwrites the first month with a re-match promise.

  • Skip the 3–6 week sourcing, screening, and reference check yourself.
  • No repeat-onboarding cost when the first match isn't a fit.
  • A senior-most expert in the pool — for the price of a junior bookkeeper with no e-com depth.

What the take doesn't cover

No add-ons. The match is the product.

You don't buy extra services from Halve. Tax, audit, payroll, and mark-in / mark-out work stay with your expert — and live inside the published monthly retainer.

  • No upsells for tax filing or audit prep — out of scope, named in the rate card.
  • No hourly billing for "scope creep" — engagement price is on the website, line by line.
  • No surprise invoices on day 60 — the retainer is the retainer.

Quality guarantee

If the first match isn't a fit within 30 days,
Halve re-matches free.

Tell us within 30 days of the engagement start that the fit isn't right; we send one vetted replacement expert, same scope, same rate card, and we eat the platform take on the re-match month.

  • The trigger.

    Tell us within 30 days of the engagement start that the fit isn't right — one message, no exit interview, no paperwork.

  • The scope.

    Re-match: 1 new vetted expert takes over, same scope, same rate card. Zero added platform margin.

  • The floor.

    No fine print. No credit-memo back-and-forth. Your expert's first month is yours — we eat the platform take on the re-match month.

The 20–30% lift target is the north star, not a guarantee of any single engagement's outcome — but a fit you can keep IS the guarantee.

Ready when you are

Two ways to start — a 2-minute intake, or step through how matching works first.

Get matchedSee how matching works