4

Tradie operating since 2021.

Trade
Operating Since 2021
Coaching Period
From October 2022 to 30 September 2023
Package
Success Accelerator package.
Revenue
+55%
Net Profit
+128%
Gross Profit%
+ 13% point
Cash in bank
+66%
Productivity Gain
Cash Flow Growth

Business overview

Our client is a tradie providing services to commercial and residential clients as well as new builds and renovations.

Challenges

Our client is fast growing and needs help with systems and financial understanding to bring the business to the next level without any drop in workmanship quality. The client feels overworked and overwhelmed.

Objectives

Implement systems to scale the business while maintaining client satisfaction. Gain a deeper understanding of financial results to make informed business decisions and know when to invest in fixed assets and grow the team wisely and profitably.

Strategic Coaching Approach

Overall Goal

Grow revenue by 40% and net profit by 50%. Putting systems in place for further growth while upskilling the owner to get a deeper understanding of their financial results.

Key intervention 1

Refine Xero coding to get quality data. Implement monthly targets, a cashflow forecast and monthly performance reports analysed together monthly.

Key intervention 2

Create a business development plan to target ideal clients for sustainable growth.

Key intervention 3

Put systems in place to transition to becoming an employer while being compliant and ensuring client satisfaction.

Key intervention 4

Upskill the owner and find opportunities for increase in profitability.

Financial Results

Year-on-Year Growth

Revenue Growth

Net Profit Growth

Gross Profit

Cash in bank

Cashflow Growth

Productivity Gain

Initial Goals

+40%

+50%

+ 5% point

+9%

Results

+55%

+128%

+ 13% point

+66%

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 business has grown in a healthy way and systems are in place to grow the team and bring the business to the next level in a profitable manner.

Client's Feedback

Strategico has met and exceeded our expectations by far. Highly recommend their services!

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.

Book your Strategic Growth consultation