YEARLY FINANCIAL SUMMARY

This service forms part of your yearly fee to complete your business tax returns.

We provide in Chart Form, the performance of your business key financial indicators over a number of years. The key performance indicators, normally include:

    Gross Income
    Gross Profit
    Gross Profit Percentage
    Top Six Overheads
    Owner’s Profit
    Owner’s Profit Percentage

Comparison is made to industry benchmarks where relevant.

Our firm, a number of years ago, undertook a research study into the Owner’s Profit Percentage in a number of similar industries. We found that most small business’s fall into three distinct categories:

    Retail (Owner’s Profit of between 10 to 15%)
    Trades and Manufacturing (Owner’s Profit of between 20 to 30%)
    Service and Professionals (Owner’s Profit of between 30% and 50%)

WHAT WE OFFER

FREE FIRST HOUR OF INITIAL MEETING

We believe in the no obligation, try before you buy principle. Therefore the first hour of our initial meeting with a new client is FREE.

WE VISIT YOU

Our rule for over 20 years, is to visit the clients at their home or business location at a time that suits you.

NIGHT MEETINGS

Yes, we can visit you and our last night meeting is normally scheduled at 7.00pm.

YEARLY FINANCIAL SUMMARY

This service forms part of your yearly fee to complete your business tax returns.