Understanding the Numbers – A case study to help you interpret the numbers in a set of financial statements and spot potential problems in a business. This will give you the confidence to better diagnose what is happening in a business with a better understanding of numbers, trends and ratios.
The 5 Margin Killers – A workbook to help you spot opportunities to help and diagnose causes when a business has declining margins.
TrendTracker – Software to help you track trends and produce a powerful report for the client to help them understand what is happening in their business.
Funds Flow – Another software tool to help you analyse and diagnose what is happening with cash. This tool will help you see when clients are in danger of running out of cash giving them a powerful early-warning signal.
A Trello board set up with a powerful set of packages so you can give your clients a choice of different service offerings.
A range of professionally designed brochures (including a comprehensive 27-page version) that will help you communicate the value, price and sell your advisory and management reporting services. You’ll have the ability to edit them as you wish, but we’ve done the work of designing it, and we’ve even found a print service for you!
The Profit Diagnostic Review agenda – A proven process for adding value to clients and inspiring them to take the next step, i.e. to purchase your advisory services.
Book: How to build a better business and make more money.