EP 348 Feb 23, 2023 9:00:00 AM

EP348: Spotlight - Shawn Coultice - How To Unlock The Hidden Profits In Manufacturing Bookkeeping Services

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30-second brief
Most bookkeepers look the other way when they see a manufacturing client — raw materials, work in process, inventory counts that never tie out. But what if that's exactly where you add the most value? On this Spotlight episode, host Louie Prosperi sits down with Shawn Coultice of Katana to unpack why manufacturing isn't as daunting as it looks. You'll hear how to install systems that close the gap between the shop floor and QuickBooks Online, why endless journal entries are costing your clients real money, and one client story with an 80% jump in on-time delivery. Listen before your next manufacturing conversation.

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Show notes

“It seems slightly daunting, but at the end of the day, it is pretty straightforward, and man can bookkeepers add a lot of value to a manufacturing business.”
- Shawn Coultice
 
Have you ever considered a manufacturing bookkeeping niche for your business?

Some bookkeepers focus on dentists or lawyers, but why not manufacturing companies?

In this episode, our host, Louie Prosperi will explore further with the Head of Channel Partnerships at Katana, Shawn Coultice. Katana is an enterprise resource planning (ERP) software that helps manufacturers track their inventory, manage their sales plus much more.
 
It is a daunting task to constantly manage the ever-shifting nature of inventory, manufacturing, and labor, but many manufacturing businesses are in desperate need of bookkeepers who can not only keep pace with their finances but offer invaluable advice and support by identifying where money is being wasted.
 
Like many bookkeepers, you may have steered clear of the manufacturing sector for a long time, but with the advent of new and more integrated software solutions, it might be time to consider stepping into an industry desperate for support and advice from bookkeepers capable of helping them solve issues in real-time.

During this interview, you'll learn...

  • Why you shouldn’t be afraid of the manufacturing sector
  • How to add value beyond financial services
  • The importance of integrating the right software for the right client 

To find out more about Shawn, click here.

To book a call with Katana, visit here.

To start your free Katana demo, click this link.

To join the Katana partner program, check this out.

Time Stamps

01:58 - Shawn talks about his career journey
03:42 - Getting to grips with human kinetics
05:14 - The processes of manufacturing
06:57 - Adding value as a bookkeeper
09:45 - Overcoming the obstacles of industry
12:10 - Integrating from the source
18:42 - Finding solutions beyond the financial
22:08 - Supporting clients remotely
23:42 - Stories of successful
25:49 - Bringing your clients into the future
28:25 - Getting in touch with Shawn or Katana

Full transcript

EP348: Spotlight - Shawn Coultice - How To Unlock The Hidden Profits In Manufacturing Bookkeeping Services
EP 348