Ongoing Financial Partnership for Manufacturers

More than an accountant

Most owners have someone who keeps the books and someone who files the taxes. What's usually missing is someone who sits on your side of the table when the hard decisions come up.

That's the role we play. We look at the numbers with you, tell you what we think and why, and help you weigh the trade-offs. Then we stay with you to see whether the decision worked, and adjust if it didn't.

A partner who keeps up with you

As a manufacturer, your days are full. It's hard to review the week's finances, let alone plan a long-term strategy. You may have worked with advisors before who didn't really understand how a plant runs.

Manufacturing is our core practice, so the guidance you get is specific to your business. And because things change fast in this industry, one-time advice isn't enough. You need a partner who's there month after month, so you can make decisions quickly and with confidence.

Senior judgment without a full-time hire

A full-time financial executive isn't always economically feasible, for small or large manufacturers. An ongoing partnership gives you experienced manufacturing judgment without that cost. When you need more, the same relationship can grow into a fractional CFO engagement or include an outsourced controller.

Make your next big decision with a partner

Don't make the big calls alone. If you want someone in your corner who knows manufacturing and knows your numbers, let's talk.

Frequently Asked Questions

What does an ongoing financial partnership include for a manufacturer?

Regular access to a senior finance partner who knows your numbers: monthly reviews of results against plan, KPI dashboards, cash outlook, and help with decisions as they come up, like pricing a large order, hiring, equipment or lender conversations. It's the CFO conversation on a recurring schedule, with someone who's on your side.

Which KPIs should a manufacturer review every month?

Gross and contribution margin by product line, overhead absorption, inventory turns or days inventory outstanding, days sales outstanding, on-time delivery, labor efficiency, and cash conversion cycle. Keep it to a page: a short set of measures reviewed every month beats a long dashboard nobody reads.

How often should we meet with our finance partner?

Monthly, after the close, works for most established manufacturers, with access between meetings for decisions that can't wait. During a major event, like a refinancing, an acquisition, a new facility or a cash squeeze, weekly check-ins for a period often make sense.

How much does an ongoing financial partnership cost?

It's scoped as a flat monthly engagement, with the cost depending on meeting cadence, reporting and the decisions involved. Our engagements are scoped on a free call.

Is an ongoing partnership different from a fractional CFO?

It's a lighter version of the same relationship. A fractional CFO typically owns forecasting, planning and lender relationships; an ongoing partnership focuses on monthly review and decision support on top of reporting you already have. Many clients start with the partnership and expand as their needs grow.