Financial Performance Review

Have you ever looked at your accounts and felt that they do not really tell you how you are performing and what the trends are in your business? 

At Petersons we are able to perform a financial performance review which will compare up to five year’s worth of data, giving you a report which explains the trends in your business, both graphically and in written form.

 

What the most successful businesses do...

It is almost impossible to evaluate how you are doing in a vacuum.  Performance is always relative.

How “good” for example, is a profit of £100,000?  It could be really good for a business with a target of £20,000, but it would be bad for a business that achieved £500,000 last year, and it would be appalling for a business where everyone else in its industry achieved £5 million.

In other words, you can only really judge performance by comparing it to:

  • Targets
  • Previous months and years, and others in your industry

To review your performance against previous years, we use the Financial Performance Review to analyse and identify the underlying trends in your business over the last five years. 

The key trends that successful businesses focus on include:

  • Profit and loss trends – such as sales margins, profit drivers, productivity, net profit and the break even point.
  • Balance sheet trends – such as liquidity, debtor days and stock turnover.
  • Trends in key ratios – such as gearing and return on investment.

  

How we can help you replicate success...

We can carry out a financial performance review for you – and produce a report that:

  • Identifies the trends in all of your key numbers and ratios over the last five years
  • Presents the findings as colourful graphs
  • Contains a plain English explanation of what it all means, and
  • Does sensitivity analysis to calculate how much more successful and profitable you could be


That analysis can be produced for you as either:

  • comprehensive “full” report, typically of about 30 to 40 pages, or
  • A short “summary” report, typically of about 8 to 10 pages

 

The choice of report length is yours.  Whichever you choose is guaranteed to give you new insights into what is really happening in your business and where you should be concentrating your efforts.

 

If you would like to speak to us about Financial Performance or arrange a no commitment consultation, then please call us on 01993 776476 or alternatively please use the contact us form.

 

Financial Performance Review

Have you ever looked at your accounts and felt that they do not really tell you how you are performing and what the trends are in your business? 

At Petersons we are able to perform a financial performance review which will compare up to five year’s worth of data, giving you a report which explains the trends in your business, both graphically and in written form.

 

What the most successful businesses do...

It is almost impossible to evaluate how you are doing in a vacuum.  Performance is always relative.

How “good” for example, is a profit of £100,000?  It could be really good for a business with a target of £20,000, but it would be bad for a business that achieved £500,000 last year, and it would be appalling for a business where everyone else in its industry achieved £5 million.

In other words, you can only really judge performance by comparing it to:

  • Targets
  • Previous months and years, and others in your industry

To review your performance against previous years, we use the Financial Performance Review to analyse and identify the underlying trends in your business over the last five years. 

The key trends that successful businesses focus on include:

  • Profit and loss trends – such as sales margins, profit drivers, productivity, net profit and the break even point.
  • Balance sheet trends – such as liquidity, debtor days and stock turnover.
  • Trends in key ratios – such as gearing and return on investment.

  

How we can help you replicate success...

We can carry out a financial performance review for you – and produce a report that:

  • Identifies the trends in all of your key numbers and ratios over the last five years
  • Presents the findings as colourful graphs
  • Contains a plain English explanation of what it all means, and
  • Does sensitivity analysis to calculate how much more successful and profitable you could be


That analysis can be produced for you as either:

  • comprehensive “full” report, typically of about 30 to 40 pages, or
  • A short “summary” report, typically of about 8 to 10 pages

 

The choice of report length is yours.  Whichever you choose is guaranteed to give you new insights into what is really happening in your business and where you should be concentrating your efforts.

 

If you would like to speak to us about Financial Performance or arrange a no commitment consultation, then please call us on 01993 776476 or alternatively please use the contact us form.

Petersons Accountants

 

Petersons Accountants

Petersons Accountants

 

Petersons Accountants

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