3

B2B client operating since 2022.

B2B
Operating since November 2022
Coaching Period
From 1 November 2023 to 31 October 2024
Package
Strategic Coaching & Compliance package.
Revenue
+36%
Net Profit
+167%
Gross Profit%
+ 1% point
Cash in bank
Productivity Gain
+13%
Cash Flow Growth

Business overview

Our client provides B2B services to businesses and institutions locally.

Challenges

The client lacked understanding around their finances and was ensure about profitability. Their revenue growth was slow and relied on sporadic opportunities that came their way.

Objectives

The client was eager to learn everything about running a business. They aimed to gain control over their finances, achieve greater transparency, and feel equipped to make informed decisions. Additionally, they sought a proactive accountant to guide them in managing their tax liabilities.

Strategic Coaching Approach

Overall Goal

Have a plan to grow the revenue by 25% while making a sustainable profit. Develop a sales strategy with specific targets to achieve.

Key intervention 1

Create Xero codes per revenue stream to better analyse profitability between the cleaning and the security. Calculate the tax liability and plan for upcoming tax payments.

Key intervention 2

Develop a sales strategy and action plan to grow revenue

Key intervention 3

Leadership skills, time management and systems to increase productivity and employee retention

Key intervention 4

Risk management to protect the business

Financial Results

Year-on-Year Growth

Revenue Growth

Net Profit Growth

Gross Profit

Cash in bank

Cashflow Growth

Productivity Gain

Initial Goals

+25%

+100%

=

+9%

Results

+36%

+167%

+ 1% point

+13%

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

By implementing the sales strategy, the client has exceeded the desired growth rate by 45%. While cashflow is still an issue, the business is now in a far better position. The client has clarity around the results, the goals and how to achieve them. They know long in advance how much income tax is payable to allow them to plan accordingly.

Client's Feedback

Everything is planned out and taken into account, all the bits are put together to make it one clear picture and clear goals to achieve. I would 100% recommend Strategico.

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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