1

B2B client operating since 2011

B2B
Operating since 2011
Coaching Period
From November 2023 to 1 October 2024
Package
Success Accelerator package
Revenue
+45%
Net Profit
11 x
Gross Profit%
Cash in bank
Productivity Gain
+37%
Cash Flow Growth
+129%

Business overview

The client is a well-established business providing B2B services in the region.

Challenges

Despite growing revenue over the years, the client struggled to achieve consistent net profit. They lacked clarity on their results and needed better understanding to interpret them. While busy implementing a new operation system, they had no written procedures. Cashflow transparency was lacking, making payroll stressful at times. The client had ambitions to grow the business but needed guidance on how and where to begin.

Objectives

The client wanted a clear plan and help to transform the vision into a reality. They wanted to gain transparency and understanding around their results and a way to measure progress. They aimed to generate a net profit to sustain the growth.

Strategic Coaching Approach

Overall Goal

Grow revenue by 20% and generate a sustainable net profit. Increase productivity and gain control over the gross profit and net profit margins. Build a healthy, scalable business to sustain further growth.

Key intervention 1

Ensure quality data for quality decision-making: create Xero codes to gain transparency around the Gross Profit margin, implement a monthly budget, cashflow forecast and monthly performance reports to analyse data.

Key intervention 2

Upskill and equip management to gain a better understanding of their financial results and help them to interpret their results for better decision making.

Key intervention 3

Prepare the business for fast growth by ensuring written procedures and efficient use of systems to create productivity gain while ensuring consistency in service delivery.

Key intervention 4

Close the gaps by finetuning productivity gain, time management and prioritisation for bigger impact.

Financial Results

Year-on-Year Growth

Revenue Growth

Net Profit Growth

Gross Profit

Cash in bank

Cashflow Growth

Productivity Gain

Initial Goals

+20%

5x

+25%

+37%

Results

+45%

11 x

+37%

+129%

Customer Impact

Yellow shape: Business's self-evaluation before starting the coaching program.
Teal shape: One-year goals - set during the first session.
Orange shape: Business's evaluation of their actual achievements after one year of coaching.

Conclusion

After one year of coaching, the business has reached a year-on-year growth in revenue of +45%, reaching their Year 2 goal. New more ambitous goals have been set. The Net Profit for the financial year is on track to exceed the net profit over the last 5 financial years combined! Productivity has grown, systems are running smoothly with a steady team. Cashflow is strong and sufficient to sustain further growth.

Client's Feedback

We now have a clear pathway which gives greater confidence in making the best business decisions without hesitations. The great results have given us confidence to go even bigger.

Disclaimer: the case study results are simply example or guide based on some clients’ actual results. Please note the level of success and the results achieved are subject to a number of wide-ranging factors which include (but are not limited to) background, market, industry, skill level, experience, involvement and effort. We make no promise or claims and we provide no assurances as to the potential results or lack thereof.  

At Strategico, we’re all about getting results

Beyond traditional accounting, we help small businesses strategise their growth, increase profitability and see results. We empower you to achieve your goals.

Here are just a few examples of results - after 12 months of strategic guidance - enjoyed by businesses we’ve helped.

1
B2B client operating since 2011
View Case Study
Revenue
+45%
Net Profit
11 x
Gross Profit%
Cash in bank
Productivity Gain
+37%
Cash Flow Growth
+129%
2
B2B client operating since 2021.
View Case Study
Revenue
+63%
Net Profit
+59%
Gross Profit%
Cash in bank
Productivity Gain
5 x
Cash Flow Growth
+11%
3
B2B client operating since 2022.
View Case Study
Revenue
+36%
Net Profit
+167%
Gross Profit%
+ 1% point
Cash in bank
Productivity Gain
+13%
Cash Flow Growth
4
Tradie operating since 2021.
View Case Study
Revenue
+55%
Net Profit
+128%
Gross Profit%
+ 13% point
Cash in bank
+66%
Productivity Gain
Cash Flow Growth
5
BNB client operating since 2019.
View Case Study
Revenue
+25%
Net Profit
+78%
Gross Profit%
Cash in bank
+78%
Productivity Gain
+11%
Cash Flow Growth
6
BNB client operating since 2011.
View Case Study
Revenue
+28%
Net Profit
2.4 x
Gross Profit%
Cash in bank
1.6 x
Productivity Gain
+9%
Cash Flow Growth

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