Page 2 - Profit assessment Template v1

[Name]
[Company Name]
[Address 1]
[Address 2]
[Town / City]
[State / County]
[ZIP Code / Postcode]
[Country]

Dear [Name]

Thank you for the opportunity to conduct a Profitability Report for your business, [Company Name]. Per
our conversation, the assessment and plan I have included with this letter is based upon:

• Any financial and business data and details that you have shared with me
• The [201x] and [201x Year to Date (as at date)] Profit & Loss Account reports you provided to me
• Industry research compiled by Profit First Professionals
• Our experience with other clients who are achieving similar profit objectives that you are targeting

This report documents both your current financial trend and a blueprint to achieve your profit objectives.

I am very pleased that you have made the decision to place increasing focus on your company’s health and
overall financial strength at this time, and I am excited to report that we now have an outline plan to make
your vision for increased profitability a reality.

I am looking forward to our next meeting to discuss this report and to answer any questions or concerns
you have about the implementation.

Yours sincerely

Jason Withers
JW Financial Management Ltd
A Profit First Professional Firm

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