Business Overview
A simple yet incredibly detailed 2-page overview of business performance over the last two years, detailing sales, margins, overheads, net profit and net worth.
Performance Analysis Report
A detailed overview of all of the key business performance metrics highlighting exactly what is happening within your client’s business. Help your client understand exactly how their business is really functioning.
Business Growth Model
A simple, but powerful business planning tool. Not all inputs have the same impact on the output, but by using the Business Growth Model, you can quickly and easily help your clients understand what their potential future could look like and how you can help them make it happen.
Management Report
Provides a wealth of highly relevant and valuable key performance indicators to help them make better, more timely management decisions.
I now have a completely transparent 3-5 year plan for achieving my revenue objectives and what feels like an internal CFO on hand whenever the need arises. My accountant cares about my business growing, they care about it’s profitability and they don’t shy away from giving insight, advise and support, beyond a normal practice accountants remit.
I wish I had used them from day one. If I had, my businesses might well have been three to four times the size they are today. We live and learn.
Previously struggling with their accountant.
Delivery Partners
