Most business owners hope for a good year.
The most successful business owners plan for one.
At the start of every year, business owners have goals.
More profit.
Better cashflow.
Less stress.
A more valuable business.
The question is:
How will you get there?
Without a plan, you’re simply hoping the numbers work out. With a clear financial plan and regular monitoring, you can take control of your results and make informed decisions throughout the year.
PROFIT DOESN’T HAPPEN BY ACCIDENT
Our Profit Planning Service helps you identify:
✓ The profit you want to achieve
✓ The sales or revenue required to achieve it
✓ The activities and actions needed to generate those sales
✓ Key expenses that need to be controlled
✓ Cashflow requirements throughout the year
✓ Opportunities to improve business performance
One of the biggest reasons budgets fail is that they focus on the numbers without considering how those numbers will actually be achieved.
Our planning process places a strong focus on the sales and revenue drivers within your business, helping you develop practical strategies to achieve your targets and making your plan more realistic and achievable.
IMPROVE YOUR CASHFLOW
Many profitable businesses still experience cashflow problems.
Through the planning process we help you:
- Identify upcoming cashflow pressures
- Plan for tax obligations
- Manage debt and funding requirements
- Improve the timing of cash coming into your business
- Build stronger cash reserves
Better cashflow means more options, less stress and greater confidence.
BUILD A MORE VALUABLE BUSINESS
Businesses that understand their numbers and operate with a clear plan are often worth more than those that don’t.
By focusing on profitability, cashflow and performance, you can create a business that is:
- More attractive to buyers
- More attractive to lenders
- Easier to manage
- Better positioned for growth
OUR PROFIT PLANNING SERVICE INCLUDES
Annual Planning Session
We work with you to develop a practical financial plan for your business and establish clear goals for the year ahead.
Together we identify the profit you want to make, the sales and revenue required to achieve it, and the actions needed to turn those goals into reality.
Regular Performance Reviews
Many clients choose to complement their annual planning session with regular review meetings throughout the year.
These reviews compare actual results against your plan, identify opportunities and challenges, and help keep your business on track to achieve its goals.
This ongoing accountability is often where the greatest benefits are achieved.
THE REAL BENEFIT ISN’T THE PLAN
Most business owners already know where they would like their business to be.
The challenge is staying on track throughout the year.
A Profit Plan gives you a target.
Regular reviews help you achieve it.
By measuring results and making adjustments along the way, you can often improve profitability, strengthen cashflow and increase the value of your business.
INVESTMENT
Pricing starts from $2,400 + GST per year
or
$200 + GST per month for clients on our monthly payment plans.
This pricing covers the Annual Planning Session.
Regular review meetings may incur an additional charge depending on your current service arrangement with us.
FIND OUT MORE
To discuss how our Profit Planning Service can help improve your profit, cashflow and business value, contact:
Craig Toyne
📞 (02) 4910 5555
✉️ craig@toyneaccountants.com.au
Don’t leave this year’s profit to chance.
Plan it. Monitor it. Improve it.
Because the businesses that achieve the best results are rarely the ones that hope for success — they’re the ones that plan for it.
