Fractional CFO
Look for more oversight on your business finances? A Fractional CFO for Promotional Product Distributors Can Help.
If your bookkeeper is handling the basics, like invoicing, A/R, A/P, and other daily finance tasks, but you’re missing strategic insight and high-level financial oversight, you’re not alone. Many distributors reach a point where they need more clarity and control. That’s where our team of Fractional CFOs for distributors can help.
Distributors typically face a lot of uncertainty when it comes to their finances:
- Do you have a monthly/annual budget that matches your current business plan?
- Is your month-end up-to-date and being done regularly?
- Are you getting monthly bank reconciliation report to prevent theft or fraud?
- Are the daily transactions in your ERP system moving correctly to your accounting system?
- Are you getting monthly financial reports such as a P&L and Balance Sheet?
- Are you confident your financial statements are accurate?
- Are you getting monthly budget vs actual reports to track your financial progress?
- Are you getting monthly finance staff KPI reports to gauge workload and activities?
- Are you getting a monthly report that outlines financial risks you may be facing based on recent trends?
- Is year-end a stressful time that seems to take forever?
- Do you have a domestic finance consultant with an accounting degree and over 15-years of promo industry experience including being Controller for a large, complex distributorship that you can call and discuss any finance issues with?
With our Fractional CFO services for promotional product distributors, you don’t have to manage it all alone. We help you shift from reactive to proactive financial management, without the cost of a full-time CFO.
What we do:
- Assess your current financial systems and processes
- Clear any backlogs and streamline reporting
- Coach your team on finance best practices
- Provide clear, customized monthly reports
- Give you the insight and confidence to make informed business decisions
Let your internal team focus on the day-to-day. We’ll bring the strategic oversight, deep industry knowledge, and monthly reporting you need to ensure your business is financially sound and ready for growth.