Why Chortek: How Best Practices, Technology, and Timely Data Help Manufacturers Succeed

In manufacturing, margins are thin, timelines are tight, and the ability to act on accurate data quickly can make or break a decision. Our outsourced accounting, advisory, and data analytics team helps manufacturers apply proven accounting best practices, leverage modern technology, and maintain timely financials—so leaders can focus on driving growth instead of reacting to problems.

Best Practices That Drive Better Decisions

Even the simplest accounting processes, when maintained consistently, can have a significant impact. We work with manufacturers to ensure:

Updated cost and overhead rates – Reviewed regularly so they align with current market and operational realities.

Consistent estimating and costing rates – Preventing quote discrepancies that erode profit margins.

Performance tracking tied to clear targets – Using metrics like applied labor to measure progress and guide action.

By keeping these fundamentals fresh and accurate, manufacturers gain reliable data to quote more confidently, manage resources effectively, and identify performance trends early.

Technology That Streamlines and Strengthens Operations

We invest in modern tools that simplify workflows and give manufacturers actionable insight:

Process automation with Zapier and Microsoft Power Automate eliminates repetitive manual work, such as extracting email attachments or matching documents.

Workflow management in Karbon keeps weekly, monthly, and periodic tasks organized and on track—both for your team and ours.

Advanced analytics with Fathom and Microsoft Power BI provide detailed reporting, KPI dashboards, and forward-looking forecasts.

Automation and streamlined communication mean less time chasing files and more time focusing on strategic business goals.

Timely Financials for Proactive Management

Timely reporting turns financial data into a strategic asset. Using Karbon, we create a clear, collaborative process for gathering required documents and data. Once complete, our team issues financials on schedule and uses analytics tools to:

Review results together.

Identify where the business is profitable and where improvements can be made.

Forecast future performance using leading indicators.

This regular cadence ensures manufacturers can respond to issues before they impact delivery times, costs, or profitability.

A Practical Example

A manufacturer tracks applied labor against a set target using Power BI. One month, labor efficiency dips below the goal. With clear, timely data, leadership quickly determines the cause—an unplanned machine outage—and adjusts the production schedule to recover lost time. Without that visibility, the issue could have gone unnoticed until month-end, affecting multiple orders and reducing margins.

Why This Matters

For manufacturers, combining accounting best practices, the right technology, and timely financials isn’t just an internal upgrade—it’s a competitive advantage. It enables faster, more confident decisions, greater efficiency, and stronger profitability.

If you’re ready to see how we can help you apply these principles in your own business, reach out to us!