Your business might be growing, but is that growth actually translating into better profit?
In this complimentary one-to-one diagnostic, I’ll take an experienced outside look at your financial performance to help identify where profit may be leaking, what your numbers are telling you, and which commercial levers are most worth your attention next.
For selected established service businesses, typically generating $1m to $5m+ in annual revenue.
This 1:1Â session
is for you if:
You’ve built a successful service business and revenue is growing, but you want to make sure the financial performance of the business is keeping pace.
Perhaps:
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Revenue has increased, but profit hasn’t grown at the same rate
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Your team and overheads have expanded and you’re questioning whether your expenses are where they should be
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You’re making big decisions around hiring, pricing and investment and want the numbers to be leading those decisions
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Cash feels tighter than you’d expect given the size of the business
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You have an accountant or bookkeeper, but want more strategic insight into what your numbers actually mean for the decisions you’re making
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You know there are opportunities to improve margin, but you’re not sure which levers will make the biggest difference.
You don’t need another report telling you what happened last month.
You need to understand what the numbers are telling you about what to do next.
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What we'll look at.
This is a focussed, one-to-one commercial review with me, Clare Wood, CPA and Business Strategist.
Ahead of our Zoom session, I’ll ask you for some high-level information about your business and recent financial performance.
During our session, we’ll look at areas such as:
âś“Â How revenue growth is translating into bottom-line performance
âś“Â Your current profit and margin position
âś“Â Where costs may be increasing faster than they should
âś“ Potential profit leaks, blind spots or areas worth investigating further
âś“Â The commercial decisions that could have the greatest impact on your financial performance.
This isn’t a detailed audit of every line in your accounts. It’s about stepping back, looking at the bigger commercial picture and identifying where your attention is most likely to create meaningful financial impact.
What you'll walk away with:
By the end of our session, you’ll have a clearer understanding of how your business is performing beneath the revenue number. You’ll know what I believe is working well, where I can see potential pressure points or missed opportunities, and the one or two areas I would prioritise next if improving profitability was the goal.
Before I started advising business owners, I worked in commercial finance roles within major retail operations inside businesses turning over hundreds of millions of dollars.
This is the kind of work I’ve been doing for more than 20 years: getting underneath the numbers, understanding what’s really driving performance, identifying opportunities to improve profit and margin, and helping leaders make smarter commercial decisions.
Today, I bring that same commercial lens to established owner-led businesses. The numbers may be different, but the questions are often exactly the same: Where are we actually making money? Where are we losing it? What’s putting pressure on margin? And which decisions are going to have the biggest impact on profit?
Because when you’re running an established business, there are always plenty of things you could work on. The real question is which ones are actually going to move the needle.
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ABOUT
Hi, I'm Clare Wood.
I’m a CPA, Business Strategist and self-confessed numbers nerd, but probably not the kind you’re picturing.
I’ve spent more than 25 years working in business and finance, including more than a decade advising business owners on growth, profitability and commercial decision-making.
Today, I work with established business owners and leadership teams who want to understand what their numbers are actually telling them and use that insight to make smarter decisions about pricing, people, investment and growth.
I believe financial literacy shouldn’t be complicated, intimidating or buried underneath accounting jargon.
The numbers should help you run a better business. No finance theatre. No unnecessarily complicated spreadsheets. Just commercially useful insight and better business decisions.
And yes, your numbers stay confidential.
I completely understand that sharing financial information requires trust.
As a CPA, I’m bound by professional and ethical obligations around confidentiality, and the information you share with me is treated accordingly.
Your financial information won’t be shared or used outside our work without your permission (except where disclosure is legally required). You’ll also receive clear terms covering confidentiality before we work together. In other words, you can be open about what’s really going on in the business, because that’s what allows us to have a useful commercial conversation.
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Why do I offer this complimentary?
Quite simply, because it’s the best way for us both to work out whether I can help you in your business on an ongoing basis.
 I only offer these diagnostics to businesses that fit the type of work I do.
It gives me an opportunity to understand what’s happening in your business, give you an experienced outside perspective and identify where I believe the biggest opportunities may be.
If there’s a strong fit and I believe I can help you improve the financial performance of the business, I’ll explain what working together could look like. If there isn’t, that’s completely fine too. Either way, my aim is for you to leave the conversation with greater clarity about where your attention should be focused.
BEFORE YOU APPLY
A quick note.
This is designed for established service businesses that are serious about improving profit and commercial performance. It isn’t a free accounting consultation, bookkeeping review or detailed audit of your financial statements. Places are offered selectively because I personally conduct every session. If your application is a fit, you’ll be invited to book a 30-minute Profit & Performance Diagnostic with me via Zoom.
Want to know what your numbers are really saying about your business?
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 For selected service businesses, typically generating $1m to $5m+ in annual revenue.
