Our Proprietary Methodology
Finance
Proprietary Methodology 
Finance 9th Key of the '10 Keys to a Profitable Business'

Our Definition:

‘Efficient, transparent and economical management of all monies within your business’.

Successful Outcome:

The business has complete control and visibility over all critical financial aspects of the business including P&L Budget vs Actual, AP AR, Cashflow, Taxes, Balance Sheet and Financial Forecasting and Planning… at hand perpetually. 

How we can help you within this Key:

Below is an ever-evolving list of suggested Strategies, Tactics and Tools within the key of Capital. Our aim is to assist you with any of these in one or more of the following ways:

a) Create for you

b) Assist you in creating 

c) Critique for you 

d) Educate you in 

e) Suggest Affiliate Network specialists who may be able to assist

 Suggested Strategies, Tactics and Tools with the Key of Finance: 

  • Annual P&L Budgeting vs Actual 

 

  • COGS (Cost of Goods Sold) – Not Bought!

 

  • COGS %(s) 

 

  • Fixed Expenses 

 

  • Net Margin % 

 

  • Balance Sheet

 

  • Retained Earnings 

 

  • Investing for Wealth         

 

  • Cashflow Forecasting & Management

 

  • AP & AR Management & Systems

 

  • Accounting Software

 

  • Overdraft        

 

  • Team Profit Sharing

 

  • Break-Even and Capacity Estimations 

 

  • Margins vs Mark-Ups

 

  • % of Sales Team Resources

  • Income Streams

 

  • Gross Profit

 

  • Gross Margin %(s)  

 

  • Net Profit 

 

  • Benchmarking  

 

  • Stock Accounting

 

  • Re-Investing for Growth

 

  • Assets, Liabilities, Net Equity

 

  • Cash Gap Awareness & Management

 

  • Payroll 

 

  • Factoring

 

  • Credit Facilities

 

  • BAS, Tax, Bookkeeping, Accounting Requirements

 

  • Financial Reporting 

 

  • Establish and Managing Credit Terms

 

  • Cash vs Accrual