2

B2B client operating since 2021.

B2B
Operating since November 2021
Coaching Period
From 1 December 2023 to Nov-24
Package
Strategic Coaching & Compliance package
Revenue
+63%
Net Profit
+59%
Gross Profit%
Cash in bank
Productivity Gain
5 x
Cash Flow Growth
+11%

Business overview

Our client provides B2B services for local businesses and institutions.

Challenges

The client’s business was growing, but they lacked transparency in their financial results and tax liabilities. Uncertainty about their profitability made decision-making challenging and uncertain.

Objectives

The client aimed to continue growing their business while gaining more control over its direction. They sought to ensure profitability and boost their confidence in making business decisions. Additionally, they needed a proactive accountant to help them navigate their tax obligations.

Strategic Coaching Approach

Overall Goal

Achieve a 30% revenue growth while implementing robust systems and processes, and upskilling the team, starting with the owner. This is to lay a solid foundation for sustainable, long-term growth. Additionally, grow the cash flow to sustain the fast growth while fulfilling all tax obligations.

Key intervention 1

Ensure quality data for quality decision-making: Finetune Xero settings, prepare Annual Accounts, create custom management reports, design and implement a tax plan.

Key intervention 2

Upskill the business owner: business financial understanding - to interpret results and make better decisions and time management - to focus on what creates the biggest impact.

Key intervention 3

Develop a sales strategy to grow revenue.

Key intervention 4

Create processes & systems and train a team leader to pave the way for further growth.

Financial Results

Year-on-Year Growth

Revenue Growth

Net Profit Growth

Gross Profit

Cash in bank

Cashflow Growth

Productivity Gain

Initial Goals

+30%

+49%

4 x

+1%

Results

+63%

+59%

5 x

+11%

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

All goals achieved. The client now has strong systems in place and a key team member has been upskilled to facilitate further growth. The client understands his financial results and monitors them regularly. Cashflow is being built up to sustain operations in a fast growing environment. A tax plan is in place to fulfil the tax obligations.

Client's Feedback

The programme has been mind-blowing. It is eye opener in terms of seeing the growth in a short amount of time. I highly highly recommend Strategico to any business owner.

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

Transform your business ambitions into measurable achievements. Our strategic guidance goes beyond the numbers to unlock your business potential.

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