Free tools and templates for manufacturers
Calculators, a quick self-assessment and templates we use with clients. Free, no sign-up, and nothing you enter leaves your browser.
Calculators and self-assessment
Shop rate calculator
What one billable hour really costs, and the rate to quote at your target margin.
CalculatorBreak-even calculator
Units and revenue needed to cover fixed costs and hit a profit target.
CalculatorInventory turns calculator
Turns, days on hand, and the cash a leaner target would free up.
CalculatorFractional vs. full-time CFO cost
The full cost of a full-time CFO compared with a flat monthly fractional fee.
CalculatorManufacturing finance scorecard
Twelve questions to see what to fix first in your close, costing, cash and planning.
Self-assessmentTemplates and downloads
13-week cash flow forecast template
Excel template with weekly receipts, payments, closing cash and a low-cash warning.
Excel · Free downloadManufacturing KPI scorecard
Enter monthly figures; margins, overhead absorption, inventory days, DSO, DPO and more calculate for you.
Excel · Free downloadMonth-end close checklist
A day-by-day close sequence for job shops and small manufacturers, with owners for each task.
PDF · Free download10 financial strategies ebook
10 Financial Strategies for Manufacturing Companies to Increase Profits and Cash Flow.
EbookGet a finance partner in your corner
Book a free 30-minute call. We'll talk through your cash, your margins and the decisions ahead, as a partner, not just your accountant.