Profitability & Financial Management

More Than Revenue. Let's Improve the Bottom Line.

Busy isn't the same as profitable. We look at pricing, purchasing, inventory and cash flow together, so the business keeps more of what it sells.

What we can help with

  • Fractional Chief Financial Officer (CFO)
  • Financial performance analysis
  • Budgeting, forecasting, and cash flow planning
  • Gross margin and net profit improvement
  • Product, category, customer, and location profitability
  • Pricing strategy and price file maintenance
  • Markup and margin analysis
  • Competitive pricing research
  • Customer-specific pricing
  • Contractor and builder price programs
  • Discount controls and minimum margin policies
  • Product catalog development and maintenance
  • Digital catalogs and product data management
  • SKU and item master cleanup
  • Supplier cost updates and price increases
  • Installation pricing and job costing
  • Purchasing and vendor negotiations
  • Inventory investment optimization
  • Excess and obsolete inventory reduction
  • Accounts receivable and collections improvement
  • Financial dashboards and KPI reporting
  • Financing strategy and working capital planning
  • Business valuation coordination and financial exit readiness

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