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For finance and operations teams in manufacturing
Trust the numbers.
I help finance and operations teams audit reporting logic, find process breakdowns, and automate the manual work that causes delays, errors, and confusion.
Built for small to mid-size manufacturers dealing with ERP, reporting, and process messes.
What Usually Brings Me In
When finance and operations are stitched together badly, the numbers stop being useful.
Most teams do not need more dashboards. They need cleaner reporting logic, fewer spreadsheet handoffs, and workflows that hold up under pressure.
Reports do not tie out across teams.
Month-end close takes too long because too much work is still manual.
Inventory, margin, or operating numbers are inconsistent depending on who builds the report.
Critical reporting depends on spreadsheet chains no one fully trusts.
ERP workflows no longer reflect how the business actually runs.
Reconciliations, approvals, and status chasing are eating up the week.
Flagship Offer
Reporting & Automation Audit
A focused audit of your reporting workflows, ERP logic, spreadsheet handoffs, and manual processes to identify where numbers break, where trust is lost, and where automation will have the biggest payoff.
Reporting workflows from source to output
ERP logic, field usage, and process gaps
Spreadsheet dependencies and handoffs
Manual reconciliations, approvals, and workarounds
Visibility gaps across finance and operations
Automation opportunities with clear operational value
What The Audit Delivers
Current-state workflow map
Reporting risk and trust breakdown summary
Reconciliation risk and control-gap findings
Bottleneck and manual-work analysis
How It Works
Find the drag. Fix the flow. Automate what should not be manual.
01
Review
We look at reporting outputs, source logic, ERP workflows, spreadsheet dependencies, and the handoffs that create delays or confusion.
02
Diagnose
I identify where the numbers become unreliable, where process friction builds, and where the business is carrying manual work it should not be carrying.
03
Prioritize
You get a clear action plan showing what to fix first, what to automate, and what leadership should watch.
Fit
Best for teams that already feel the pain.
CFOs and controllers who do not fully trust reporting outputs
Finance leaders dealing with slow close or weak reporting consistency
Operations leaders working around broken ERP and spreadsheet processes
Small to mid-size manufacturers with process and visibility issues
Teams that know manual work is hiding risk
Not For
A tight fit matters.
Teams looking for a generic dashboard build with no process cleanup
Companies that want strategy slides without implementation follow-through
Very early-stage businesses without established reporting or operating workflows
Outcomes
The goal is cleaner operations and numbers leadership can trust.
This work is usually most valuable where reporting problems are really process problems in disguise.
Shorter reporting cycles
Less spreadsheet dependence
Fewer reconciliation surprises
Cleaner visibility across finance and operations
Better automation targets
A more usable ERP and reporting process
After The Audit
Support can stay light or go deeper.
Trust the Numbers Retainer
Ongoing support for teams that want continued oversight, process cleanup, reporting review, and automation guidance.
Ask About the RetainerBuild & Fix Projects
Scoped projects to implement audit findings, fix broken reporting logic, clean up workflows, or build the right automation.
Discuss a ProjectFAQ
Start with the real problem, not a vague brief.
What happens in the audit?
I review reporting workflows, ERP and process logic, spreadsheet handoffs, and manual finance or operations work to find where trust breaks down and where automation can help.
Who is this best for?
Usually finance and operations leaders in small to mid-size manufacturing businesses dealing with reporting inconsistency, slow close, ERP friction, or spreadsheet-heavy workflows.
Is this a software project?
Not at first. The audit is the diagnostic step. If fixes or builds are needed after that, they can be scoped separately.
Do I need perfect documentation before reaching out?
No. A rough picture of the reporting pain, process issues, and current tools is enough to start.
Start Here
If the numbers are hard to trust, start there.
The fastest way to improve reporting, visibility, and automation is to find where the process breaks first.