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Smarter Financial Tools for Small Manufacturers

At Cascade Financial Solutions, I create powerful, easy-to-use financial dashboards and forecasting tools using Excel Power Pivot and Power BI — giving manufacturers the clarity they need to move forward with confidence.

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.

Services

Job Cost and Efficiency Tracking

 Get insights into labor, material, and overhead costs by job. Track cost-to-complete in real time and catch issues before they hit your margin.

Financial Planning & Projections

Plan ahead with variance analysis and forecast tools. From annual budgets to short-term cash flows, I’ll help you take control.

Power BI and KPI Dashboards

Custom dashboards using Excel Power Pivot or Power BI. Monitor job margins, backlog health, labor performance, and more — built for your workflow.  

Florida Life Insurance Assistance

 Licensed in Florida, I help individuals and business owners compare life insurance options clearly and simply — no pressure.

Stay connected with us for the latest financial insights and updates.

Cascade Financial Solutions

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