About Cascade Financial Solutions
With over 25 years of experience in manufacturing finance and operations, I help small businesses turn their raw financial data into clear, decision-ready tools. Whether you’re struggling with cash flow visibility or just want cleaner reporting, I’ll build custom solutions that work for you — no generic templates, just exactly what you need.
Protect Your Business with a Buy-Sell Agreement
If your business has more than one owner, you need a plan for what happens if something unexpected occurs.
I help business owners create or update Buy-Sell Agreements funded with life insurance ensuring the smooth transfer of ownership, avoiding disputes, and protecting your family’s financial future.
🔹Excel-Based Cash Flow Templates
Track expected cash in/out and build short-term forecasts without expensive software. Easy to use, fully customizable, and ideal for weekly or monthly planning.
🔹 Power BI Dashboards
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Visualize your KPIs in real time — including labor efficiency, COGS, job profitability, and inventory turns. Perfect for job shops and manufacturers.
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🔹 Custom Financial Models
I build quote tools, margin calculators, budget templates, and more. Built specifically for your operations, with clarity and ease of use in mind.