Independent finance & operating advisoryWestern New York roots / Nationwide reach
FINANCIAL INSIGHT. OPERATING ADVANTAGE.

See the numbers.
Change the outcome.

Your next growth decision deserves more than last month's financials. Metridge helps business owners find margin leaks, improve cash visibility and turn operational complexity into a focused plan.

✓One-time reviews, fixed-scope projects & flexible ongoing support
Management viewILLUSTRATIVE FRAMEWORK
Better decisions start
with better visibility_
PROFITABILITYWhere is margin leaking?
CASH POSITIONWhat's coming next?
Management priorities
MeasurePrioritizeAct
↗ Clarity over complexity
PROFITABILITYCASH FLOWFP&ACONTROLSGROWTH STRATEGYFRACTIONAL CFO
THE PROBLEMS WE SOLVE

Growing fast is good.
Growing blind isn't.

Profit and cash can move in opposite directions. We connect financial information with day-to-day operations so you know what is working, what isn't, and what to do about it.

01 / MARGIN
↗

Revenue is up. Profit isn't.

See which customers, jobs, services and pricing decisions actually make money.

Explore margin support ↗
02 / CASH
≈

Profitable on paper. Short on cash.

Build forward-looking cash visibility and a plan for working capital.

Explore cash support ↗
03 / VISIBILITY
▥

Reports don't drive decisions.

Turn financial data into usable KPIs, forecasts and an action-oriented cadence.

Explore reporting support ↗
04 / SCALE
✳

The business outgrew its systems.

Put owners, approvals, processes and financial leadership around the next stage of growth.

Explore operating support ↗
WORK WITH METRIDGE

The right help.
On your terms.

Not every business needs a long-term contract. Start with a specific question, a full diagnostic, a defined improvement project, or an ongoing relationship built for your needs.

THE METRIDGE METHOD

Analysis is only useful
when it leads to action.

We bring financial discipline into operating decisions. No 70-page report that sits on a shelf—just clarity, priorities and management-ready tools.

Start a conversation ↗
01
Understand the operation

Business model, goals, constraints and key decisions

02
Make the economics visible

Revenue quality, margins, cash, cost-to-serve and risk

03
Prioritize measurable actions

Impact, effort, ownership and a practical roadmap

04
Build management discipline

Forecasts, dashboards, accountability and review cadence

INDUSTRIES & OPERATING MODELS

Built for companies with moving parts.

Logistics and distribution are a core specialty, with the same finance-plus-operations mindset applied across other complex businesses.

01

Logistics & distribution

Customer and lane margins, warehouse labor, brokerage, billing accuracy and working capital.

02

Manufacturing

Unit economics, overhead, labor efficiency, inventory turns and capacity planning.

03

Construction & trades

Job profitability, work in progress, cash needs, equipment and project controls.

04

Multi-location services

Location-level P&Ls, utilization, staffing and repeatable operating scorecards.

05

Professional services

Project pricing, realization, capacity, recurring revenue and cash conversion.

06

Complex & regulated operations

Management accountability, financial governance, process and reporting rigor.

LET'S FIND YOUR STARTING POINT

Your business isn't generic.
Your plan shouldn't be.

Tell us what you're trying to solve. Get a suggested engagement path immediately and prepare a focused inquiry for a real conversation.

✦
Purpose-built, not one-size-fits-all

No automated price quote. We define deliverables and pricing once we understand the issue and your needs.

01 / YOUR PRIORITY
02 / HOW YOU'D LIKE TO WORK
Services you may want included (select any)
03 / WHAT'S NEXT

This tool runs in your browser. Nothing is sent to Metridge unless you explicitly open an email after connecting to our business contact channel.

THINKING THAT MOVES THE BUSINESS

Not just more data.
Better questions.

Three useful management questions you can ask this week, even before working with Metridge.

MARGIN QUALITY

Is your biggest customer actually your most profitable?

Revenue alone misses discounts, extra handling, rework, service intensity and slow payment.

Review customer profitability ↗
CASH DISCIPLINE

Could you explain the next 13 weeks of cash?

A rolling cash view surfaces collection gaps, purchasing commitments and action windows earlier.

Explore a cash review ↗
MANAGEMENT VISIBILITY

Which KPI would change a decision this Friday?

A useful scorecard connects measures to thresholds, accountable owners and timely action.

Explore KPI reviews ↗
M.
FINANCE × OPERATIONS
INSIGHT × EXECUTION
ABOUT METRIDGE

Financial leadership that understands the operating floor.

Metridge Inc. was founded on a practical principle: financial reporting only creates value when it improves decisions. We help owners and leadership teams bring profit, cash, operating performance and accountability into the same conversation.

Our work complements existing accounting, audit and tax relationships. We focus on advisory, analytical visibility and operational improvement—not replacing your bookkeeper or CPA.

Independent perspectiveDefined deliverablesOperator-minded finance
FREQUENT QUESTIONS

Good questions.
Straight answers.

Still deciding if this makes sense? Start with a no-obligation conversation.

Get a recommendation ↗
Can I buy just one review without a retainer?

Yes. One-time reviews are available for a defined question such as profitability, cash flow, management reporting or internal controls. We agree on scope, timing and a fixed fee before work begins.

Can you create a custom plan for our needs?

Yes. We can combine reviews, forecasting, dashboard development, operating analysis and ongoing advisory into a custom phased project or retainer.

Where do we start if we're not sure what's wrong?

The Business Performance Diagnostic is designed for broad visibility across financial and operating issues, with an executive scorecard, prioritized opportunities and a 90-day roadmap. It is offered at a fixed $4,900, subject to an agreed scope.

Do you replace our CPA, tax adviser or bookkeeper?

No. Metridge is focused on financial and operational management advisory. We work alongside existing accounting and tax professionals rather than replacing licensed attest or tax services.

Do you only work with logistics businesses?

No. Logistics and distribution are core specialties, but we support owner-led businesses in manufacturing, construction, professional services and other operationally complex sectors.

Are projects remote or onsite?

Most analytical and advisory work can be delivered remotely. Onsite work can be included when it meaningfully improves discovery, process review or leadership alignment.

MOVE WITH CLARITY

Know your numbers.
Own your next move.

Start with one issue or design a broader plan. We'll help you find the right level of support.