Page 7 - Improved +Example+Assessment+Report (LG Accrual) {FlipBook Test v1}_Neat (Online upload)
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Contents Of Profit Assessment Report
➢ Historical Financial Allocation Analysis (subject to these details being presented for review)
➢ Profit First Financial Allocation Analysis (last full year / current year, based on details provided)
➢ Profit First Target Allocation Percentages by Real Revenue Range
➢ Profit First Rollout Plan
o Current Allocation Percentages
o Target Allocation Percentages
➢ Details for Recommended Profit First Rollout
o Total Revenue
o Materials & Subcontractors
o Real Revenue
o Profit
o Owners Pay
o Profit & Owner Pay Relationship
o Tax
o Operating Expenses (OpEx)
o Debt
➢ Suggested Bank Account Set Up (Initial Implementation)
o FAQ’s
➢ Pricing & Margin Analysis
➢ Systems & Procedures
o Financial
o Sales & Marketing
o Production
o Administration
➢ Profit First – Concept & Accountability
o The Profit First Formula
o Parkinson’s Law
o A History Of Success
o Bank Balance Accounting
o Don’t Change Habits, Leverage Them
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