Sound Familiar?
The problems that keep operators up at night
Growing manufacturing and distribution companies face a specific set of financial challenges. We've seen them all.
Inventory costs you can't trust
FIFO, LIFO, weighted average — when your costing method doesn't match your operations, margin reports are fiction. We fix the inputs so your numbers tell the truth.
Cash flow surprises at month-end
You're profitable on paper but short on cash. Receivables are aging, payables are stacking, and your bank line feels tighter than it should. You need a rolling 13-week forecast, not hindsight.
No visibility into job or product margin
When you can't see margin by product line, customer, or job, you're making pricing decisions in the dark. We build the reporting that shows you where you're actually making money.
Your team is outgrowing your finance function
You've scaled the operation but your financial infrastructure hasn't kept up. Your bookkeeper is overwhelmed, your CPA is only around at tax time, and no one's looking at the big picture.
Reporting takes too long to be useful
If your month-end close takes three weeks, you're managing with last quarter's data. We streamline reporting cycles so you can act while it still matters.
Lender or buyer questions you can't answer fast
When a bank, PE firm, or potential acquirer asks for financial detail, you need clean books and a confident story. We make sure you're always ready.
Sound familiar? Let's talk.
A 30-minute call costs nothing. Unclear financials cost plenty.
What We Offer
CFO-level support,
scoped to where you are
Engagements flex to fit your stage. Whether you need eyes on your numbers monthly or a true finance partner, there's a fit.
Reliable, clean financials delivered on a defined close cycle. Built for operators who need accurate numbers without the complexity.
- Managed month-end close process
- Income statement, balance sheet & cash flow
- Executive summary with key metrics
- Inventory and COGS reconciliation
- Monthly review call
Embedded financial leadership without a full-time hire. Strategic planning, cash management, lender relations, and reporting — all under one engagement.
- Everything in Monthly Reporting
- 13-week cash flow forecasting
- Budget vs. actual variance analysis
- Product line & job margin reporting
- Bank covenant management & lender prep
- Dedicated weekly check-in
Focused engagements for specific challenges — ERP evaluation, financial process automation, acquisition prep, or system cleanup.
- Financial process automation
- ERP/accounting system assessment
- Acquisition or sale readiness
- Reporting infrastructure buildout
- Lender package preparation
About
A CFO who speaks your language
Most financial advisors understand spreadsheets. Fewer understand what happens when a job runs over, a supplier raises prices mid-quarter, or a distribution customer suddenly stretches payment terms to 60 days.
With over a decade working inside manufacturing and distribution companies, Saguaro Advisory brings CFO-level thinking that's grounded in how these businesses actually work.
Client Results
What better financials look like in practice
Every engagement is different. Here's what clients typically experience within the first few months.
“We went from a 3-week close to 5 business days. For the first time, we had numbers before the month felt stale.”
“The product margin analysis showed us two product lines that were actually losing money. We repriced within 60 days.”
“Our bank asked for a 13-week cash forecast during a line renewal. We had it ready in 48 hours. The renewal went smoothly.”
Get Started
Not sure if it's the right fit?
Let's find out in 30 minutes.
Book a call directly, or send a message and we'll get back to you within one business day.
Book a call
30 minutes.
No pressure.
We'll talk through where your financials stand, what's not working, and whether Saguaro Advisory is the right fit. If it's not, we'll tell you.
- Understand your current finance function
- Identify your most pressing gaps
- Walk through how an engagement works
- No obligation, no sales pitch
Send a message
Not ready to book?
That's fine too.
Leave a message and we'll follow up within one business day.