Profit Maximisation Scorecard
Australia's Leading Profit Maximisation Expert - Kevin Bees
Would you like to know how much potential profit you are leaking?
Spend a few minutes taking this assessment, and we will instantly email you your results, and identify the quickest opportunities for sustainable profit improvement.
Name
First Name
Last Name
What Email address should we send your results to?
example@example.com
Is your business profitable after you take a reasonable personal income from it?
Yes
No
Do you consider yourself to be highly rewarded financially for your industry?
Yes
No
Do you receive part or all of your revenue before you deliver your product or service?
Yes
No
Do you regularly donate to charity, churches or causes dear to your heart?
Yes
No
Can you tell 3 months in advance if there will be a shortfall or excess of cash?
Yes
No
Do you have a separate account (other than your main operating account) where you put money aside for profit, tax or GST (sales tax)
Yes
No
Is each individual client you work with, delivering less than 20% of your total revenue?
Yes
No
Do you know what the "break-even point" is for your business?
Yes
No
Do you have a recurring revenue product or service (retainer, subscription, repeat order)?
Yes
No
When presented with a Tax bill, do you usually pay them in full and on time?
Yes
No
If no revenue came in for 12 weeks, could you meet payroll and your lease payments?
Yes
No
Do you feel like your accountant is proactive and doesn’t require you to constantly chase them for a response or idea?
Yes
No
Do you run a business performance dashboard that shows your key performance indicators week to week?
Yes
No
Do you use a cloud based accounting system like Xero?
Yes
No
Do you (or your bookkeeper) keep your accounts up to date each month?
Yes
No
Do you have an up to date business budget and review it monthly?
Yes
No
Do you have a current business plan that you and your team review and discuss quarterly?
Yes
No
Do you earn more than 50% of your revenue from recurring sources e.g. monthly subscription?
Yes
No
Do you have a recent independent valuation for what your business is worth?
Yes
No
In the last 12 months, have you made a significant tax saving by planning it out in advance with your accountant?
Yes
No
Do you make tax deductible contributions to super (or your retirement plan) each year?
Yes
No
Do you have systems & procedures in place for how things are done in your business?
Yes
No
Are you able to work less than 10 hours per day and have weekends free to enjoy time away from your business?
Yes
No
Are you fending off acquisition offers?
Yes
No
Do you operate your business in a trust and / or company?
Yes
No
Has your accountant reviewed your business structure to ensure tax efficiency and asset protection in the last 12 months?
Yes
No
On paper are you worth very little, as most assets are owned in separate entities or other people’s name (like your spouse or other relatives)?
Yes
No
Outside of work and family, do you have hobbies that you regularly participate in?
Yes
No
Do you regularly eat out at nice restaurants or go on date nights?
Yes
No
Can you take 8 weeks holiday each year without your business suffering?
Yes
No
Do you get more than 7 hours per night sleep?
Yes
No
Do you own your home and have it paid off in full?
Yes
No
Have you created enough wealth or realizable investments that you can choose if you need to work?
Yes
No
Is your wealth diversified across a wide variety of investments including business, shares, property, bonds and cash?
Yes
No
Do you have the appropriate levels of personal protection to provide for your loved ones in the event of the unforeseen?
Yes
No
Do you have a solid estate plan that would ensure your wealth is distributed and protected according to your wishes?
Yes
No
How did you hear about us?
What do you feel you need to work on the most in your business?
Would you like a complimentary meeting to discuss your score and to identify how you can add another $100k+ profit to your business without any extra time, risk or marketing budget??
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