Quote-to-cash
Estimating assumptions, deposits, progress billing, invoicing cadence and collections tied together so cash follows the work instead of trailing it.
Related service →Industries · Manufacturing + Fabrication
Finance built for the shop floor.
We work with manufacturers and fabrication businesses where margin is made or lost in the quote, the build and the hours nobody captured. Our job is to connect the floor to the numbers so owners can price, invest and grow with confidence.
Who we work with
Owners and leadership teams of manufacturing and fabrication companies, and family offices that own or are acquiring them. Typically businesses that have outgrown basic bookkeeping and need finance that understands production.
What changes
- Quotes that reflect real labor, material and overhead cost
- WIP and inventory you can trust at month end
- Margin visibility by job, product line and customer
- Capacity and capex decisions tied to the cash plan
- A finance function ready for an acquisition, a lender or a buyer
What we do.
Labor, material + overhead
Burden rates, material capture and overhead allocation that reflect how the shop actually runs, so job cost is a number leadership can act on.
Related service →WIP + inventory
Work-in-process schedules, inventory valuation and cycle-count discipline that keep the balance sheet honest and the close predictable.
Related service →Capacity + capex
Equipment, space and headcount decisions modeled against utilization, payback and financing options before capital is committed.
Related service →Margin by job + customer
Budget-to-actual, estimate-to-complete and post-mortem reporting that show which work, customers and product lines deserve more capacity.
Related service →Acquisition + integration
Target research and screening, acquisition modeling, diligence coordination, then the ERP, chart-of-accounts and reporting work that turns two companies into one.
Related service →Exit readiness
Normalized earnings, clean inventory and WIP support, buyer-ready reporting and a data room organized before a sale becomes urgent.
Related service →How we work.
- 1
Walk the work
We start with how a job moves from quote to shipment and where the numbers lose contact with the floor.
- 2
Fix the cost picture
We rebuild job cost, WIP and margin reporting around the decisions leadership actually makes.
- 3
Stay for the decisions
We work beside the owner and team on pricing, capacity, capital and transactions as they come up.
Every engagement is scoped individually, with responsibilities agreed before work begins.
A few useful answers.
Do you only work with large manufacturers?
No. We are most useful once a manufacturer or fabrication shop has enough jobs, people and equipment that the owner can no longer see margin from memory. Scope is shaped to the size of the business.
Can you work with our existing ERP or accounting system?
Yes. We start with the system you have and improve how job cost, WIP and inventory are captured in it. A system change is recommended only when the current one genuinely cannot support the decisions you need to make.
How do you approach WIP and inventory?
We build a repeatable WIP schedule and inventory process tied to the close, so revenue, cost and margin land in the right period and month-end numbers stop surprising leadership.
Can you help us buy another manufacturer?
Yes. We support target research and screening, acquisition modeling, diligence coordination and integration planning, working alongside your legal, tax and financing advisers.