Profit Improvement
When your business is busy but the profit isn't where it should be
You're putting in the hours. The work is coming through. But the numbers don't reflect the effort, and it's not always clear why..
Most owners have financial reports. Far fewer can see clearly where margin is made, where it leaks, and what's driving performance. Without that, pricing, cost control and cashflow decisions end up running on instinct.
Start with a Financial Review
A fixed-price review that turns 24–36 months of your numbers into a clear picture of whats happening, and a model for what to change.
$1,750 incl. GST, fixed. No hourly rates, no scope creep, no surprises.
What I analyse
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Revenue trends and what's driving them
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Gross and net margin over time
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Overhead trends and where costs are growing
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Cashflow patterns and what's causing pressure
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Which parts of the business are making good profit and which aren't
What you receive
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A visual financial report. Graphs and charts showing profit, cashflow, and key ratios over time.
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A scenario planning tool. A working model to test "what if" questions on pricing, costs, staffing, and revenue before you commit to a decision.
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Full spreadsheet workings. The complete analysis, so nothing is a black box and you can share it with your accountant if you want.
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A video walkthrough. A short recording of the findings you can revisit or share with a partner or advisor.
If this later feeds into a business plan, the fee is credited. You're building on the analysis, not starting again.
How it works
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You provide 24–36 months of P&L and balance sheet data. Read-only access to your accounting software is usually simplest.
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I complete the analysis and build the model and report. Usually one to two weeks.
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We review it together in a single session, working through the findings and the scenario tool.
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You get some practical actions to improve profit - tailored to your business.
What this can change
"It was really the best thing I could have done, even if I didn't like the idea. My take-home income doubled in the following twelve months." — L.D., Business Owner
Most owners come away with a real answer to questions they've been carrying for years. Where is the profit going? Which parts of the business are worth growing? Why does cash feel tight even when revenue is good? What should I focus on first?
We changed some of our processes and gained almost instant results. Even the small things that were recommended have yielded results. And we now refer our clients to Colin." — D.S., Business Owner
How is this different from what my accountant does?
Your accountant's primary role is usually compliance — tax returns, BAS, annual accounts. This Financial Review takes your numbers and restructures them to answer management questions: where's the margin, what's trending the wrong way, what should change. It's analysis for decisions, not compliance.
Do I need to be in Darwin?
No. The review is delivered remotely for clients across Australia. Most of the work is done before we meet, and the review session works equally well by video call.
What happens after the review?
Some owners take the findings and act independently. Others use it as the foundation for a business plan or coaching. Whichever you think is best. The review stands on its own.
I'm a Certified Management Consultant and Fellow of CPA Australia, and I've worked with nearly 400 owner-led businesses since 2009. Find out more about how I work.
Want to go deeper?
From flying blind to instinct backed by numbers
Good accounts and useful accounts are not the same thing