Manufacturing & engineering finance

Xero management accounts that connect the ledger to the factory floor.

Monthly numbers are more useful when they explain margin, stock, work in progress, overheads and cash—not simply whether the bookkeeping balances. Tony brings direct manufacturing and commercial-finance experience to the review.

Operationally useful reporting

See where profit and cash are really being made—or lost.

A useful pack is designed around the decisions management actually makes. Xero remains the accounting base, with agreed production, stock or costing information incorporated where needed.

  • Gross margin by product, customer or activity where data allows
  • Stock and work-in-progress movements
  • Labour, overhead and utilisation measures
  • Actual results against budget or prior period
  • Cash tied up in stock and customer balances
  • Concise commentary with actions and questions
Gross margin31.8%Trend reviewed
Stock days47Cash visibility
WIP movement£42kMonth-end control
On-time dataDay 10Agreed timetable

A reporting pack built around the business

Start with the decisions, then choose the measures.

Not every manufacturer needs the same dashboard. The reporting scope reflects the information available and the commercial questions management needs answered.

MarginProducts, customers, jobs or channels
Stock & WIPValuation, movement and working capital
OperationsLabour, machine or capacity measures
CashForecasts, collections and funding pressure

Relevant experience

Commercial finance, not generic dashboard production.

Tony’s background includes manufacturing and engineering environments where bills of materials, standard costs, purchasing, stock, production variances and operational performance matter.

The aim is to provide proportionate support: a reliable monthly pack where that is enough, or a broader finance-partner role when forecasting and decision support are required.

Manufacturing Insight — from £995 + VAT/month

  • Monthly profit and loss and balance sheet
  • Agreed operational KPIs
  • Margin, stock or WIP review within defined scope
  • Written commentary
  • Monthly scheduled review call

Manufacturing Finance Partner — from £1,995 + VAT/month

  • Everything in Manufacturing Insight
  • Rolling forecast and budget monitoring
  • Monthly scheduled review meeting
  • Board-style reporting where appropriate
  • Defined decision-support time
  • More active cash and performance planning

Xero is the accounting base

Production detail may come from elsewhere.

Xero can anchor the financial reporting, but it is not presented as a full manufacturing system. The scope identifies which stock, job-costing or production information must be supplied by your operational system or schedules.

A sensible first assessment

What to include in your enquiry.

SYS

Systems

Which Xero organisation, stock, job-costing or production systems are currently used?

MI

Current reporting

What is produced now, how quickly, and which figures are least trusted?

DEC

Decisions

Which margin, capacity, stock, cash or investment decisions need better information?

Start with a written enquiry

Would better manufacturing numbers improve the next decision?

Send a written outline of the business, systems, current reporting and the decisions management needs to make. Tony will assess the likely scope personally.