The Value Gap

Value gap analysis report

What is the Value Gap & Why we developed this service

When we prepare your accounts, we see some of the opportunities that exist for you and your business. We'd like to prioritise documenting some of these opportunities so we can help you run your business more efficiently.

Our Value Gap Analysis Report demonstrates the gap between where your key numbers are now and where they could be. It also details some simple strategies that will have a material impact on your cash position and profit, which will ultimately support mind, time, and financial freedom.

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Who should you use this service?

Every business owner should regularly spend time unpacking the opportunities that exist for them to operate smarter. Whether you're looking to grow your business or free up time to spend outside of it, this report takes the 'hard' out of gaining perspective and gives you clear direction to support effective planning and goal setting.

We believe that all of our business clients deserve to understand the insights provided by this report and have made it affordable for everyone.

What is involved?

We will send you pre-work to ensure we have the data we need and to get clear on your priorities for the year. This should be relatively painless. Then, we will create the report, detailing strategies you can implement and the impact each strategy will have on your profit and cash position.

When should I have this meeting?

Ideally, we will prepare your Value Gap Analysis Report annually after we've drafted your Annual Accounts. That said, we can prepare a report for you at any time, and we recommend we prepare the report for you as soon as we can. The sooner you have identified improvement opportunities and strategies, the sooner you will see results.

We highly recommend that all business clients receive our Value Gap Analysis Report each year. The report focuses on the strategies we believe will have a true impact on your business (and therefore personal life), and these opportunities are likely to shift year on year.

To Find Out More About Our Value Gap Report

Drop us a line and we’ll get back to you!

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Benefits of our Value Gap Analysis Report

  • Gain insight into areas of your business that are doing well
  • Identify areas to improve discipline and operate smarter
  • Identify potential improvement to your cashflow, profit, and overall business value
  • Get clear direction for better decision making and planning
  • Establish how we can work together to ensure you achieve your goals
  • Drive your business to achieve mind, time, and financial freedom

Our Client Onboarding Experience

Thinking of partnering with us? This is what you can expect...

Access each other for fit.

  • You tell us about yourself/business
  • We show you how we work with our clients
  • We discuss your goals and values.
  • We each decide if we're the right fit for each other
  • We determine how we can tailor our support to meet your needs.


Transfer from your old accountant to use.

  • You sign our proposal.
  • We complete the boring/necessary admin stuff.
  • We request and receive what we need from your previous accountant
  • We set our expectations for delivery of compliance work.
  • We iron out any historical creases.
  • We get your books up to date.

Maximise your return on investment.

  • Identify your value gap in cashflow, profit and business valuation.
  • A Cashflow & Profit Improvement Meeting to drill into improvement opportunities.

OR:

  • A Risk Management Meeting to identify key areas of risk and determine mitigation strategies.

OR: Both.

Develop your annual Business Plan.

  • Clarify your vision.
  • Set a 12-month plan with quarterly goals and actions.
  • Start with the end in mind.
  • Establish training & support needs.
  • Best practice from the get-go

Implement best business practice.

  • A tailored service plan to support you to achieve your goals.
  • Cashflow Forecast.
  • Management Reporting.
  • Accountability Coaching.
  • Systems review.
  • Tax Planning.

Frequently Asked Questions The Value Gap Report

  • What is the value gap service?

    When we prepare your accounts, we see some of the opportunities that exist for you and your business. We'd like to prioritise documenting some of these opportunities so we can help you run your business more efficiently.


    Our Value Gap Analysis Report demonstrates the gap between where your key numbers are now and where they could be. It also details some simple strategies that will have a material impact on your cash position and profit, which will ultimately support mind, time, and financial freedom.

  • Who should I use this service?

    Every business owner should regularly spend time unpacking the opportunities that exist for them to operate smarter. Whether you're looking to grow your business or free up time to spend outside of it, this report takes the 'hard' out of gaining perspective and gives you clear direction to support effective planning and goal setting.


    We believe that all of our business clients deserve to understand the insights provided by this report and have made it affordable for everyone.


  • What is involved?

    We will send you pre-work to ensure we have the data we need and to get clear on your priorities for the year. This should be relatively painless. Then, we will create the report, detailing strategies you can implement and the impact each strategy will have on your profit and cash position.

  • When should I have this meeting?

    Ideally, we will prepare your Value Gap Analysis Report annually after we've drafted your Annual Accounts. That said, we can prepare a report for you at any time, and we recommend we prepare the report for you as soon as we can. The sooner you have identified improvement opportunities and strategies, the sooner you will see results.


    We highly recommend that all business clients receive our Value Gap Analysis Report each year. The report focuses on the strategies we believe will have a true impact on your business (and therefore personal life), and these opportunities are likely to shift year on year.


  • What are the benefits of the Value Gap Analysis Report?

    • Gain insight into areas of your business that are doing well

    • Identify areas to improve discipline and operate smarter

    • Identify potential improvement to your cashflow, profit, and overall business value

    • Get clear direction for better decision making and planning

    • Establish how we can work together to ensure you achieve your goals

    • Drive your business to achieve mind, time, and financial freedom

STILL UNSURE?
SEE ALL SERVICES OR GIVE US A CALL

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