Distribution & Warehousing

Distribution and Warehousing

As a distributor, the critical factors in your success include controlling transportation costs; managing cash flow through managing accounts receivable, inventory, and accounts payable; as well as controlling transportation and other indirect expenses. Your profitability and growth are increasingly driven by computerized processes and financial models. Knowing how to price your product as well as knowing the cost-effectiveness of different customer segments can be key to growing your business. Warehouse automation, automated shipping and tracking, even simple budgets, forecasts, and profitability projections depend on sophisticated ERP systems and the expertise to utilize the data and projections. And tax planning and government regulatory compliance continue to grow in complexity and importance for wholesalers and distributors.

Today, all firms need to be vertically integrated, whether physically or in the strategic planning process. Amazon has redefined B2C and is disrupting all consumer delivery services. Truck driver shortages have all but crippled the long-haul market, which has changed the way trucking companies hire and retain employees. It is no longer just a finance and accounting job; your CFO must be strategic and have master data analytics to help you compete in today’s world.

How the Florida CFO Group Can Help

A Florida CFO Group partner will work with you and your management team for as little as a few days per month to full-time, helping you meet your challenges with the minimum of investment and without a long-term commitment.

Although your business faces unique challenges, our partners have dealt with most of them during their years of experience. Depending on your immediate needs, you may need a partner’s help with one or more of many areas, including:

Fractional Share (Part-Time) or Interim CFO
  • Accounting Function Design and Oversight
  • CFO Services
  • COO Services
  • Financial Leadership
  • Financial Management
  • Operations Management
  • Organizational Restructuring
  • P&L Management
Planning, Budgeting & Modeling
  • Budget Development & Management
  • Emerging Growth
  • Financial Modeling & Performance Tracking
  • Startup & Fast Growth
  • Strategic Planning & Execution
  • Tax Planning & Management
Compensation Management
  • Equity-based Incentive Advice
  • Management Incentive Design
  • Performance Management & Incentive Programs
  • Stock Option & Stock Purchase Plan Management
M&A Transactions
  • Acquisitions & Divestitures
  • Debt & Equity Financings
  • M&A Due Diligence
  • Transaction Structuring
Internal Reporting & Processes
  • Acquisition Integration
  • Budget Development & Management
  • Cash Flow Forecasting & Management
  • Financial Planning & Analysis
  • Pricing Design & Analysis
  • Product Line Analysis
  • Profitability Analysis
Finance Projects
  • Business Plans
  • Change Management
  • Contract Negotiations
  • Cost-Reduction Initiatives
  • Debt Management
  • Leasing Programs
  • Project Loan / Line of Credit Negotiations

Call: 877-352-2367


"Tom was my right hand man as we went from a startup company to an industry leader. In as little as three years, our company grew to 25,000 clients in 48 states being serviced by over 200 employees. Tom was instrumental in making this happen, and it would not have happened without him. Tom can get you from a startup to where you want to be as a company."
Rene Gignac