An AJML Group Business Performance Report is based on your business’s financial statements. Since its inception, we have been preparing BPRs not only for SMEs, but also for the professional services sector, including financial planners and lawyers who need accurate financial analysis to advise their clients.
About The BPR
The data required for preparing the BPR is as follows:
To perform benchmark analysis against your budget or goal, we need to accurately identify your budget in the reporting period.
2.Your financial statements for the periods you want to analyse
To perform variance analysis, profit to cash analysis, ratio analysis, charting, profit & loss review and balance sheet review, we need copies of your finalized financial statements including the profit & loss statements and balance sheets, for at least the current and previous period for both the quarterly and yearly BPRs.
Other data which helps us prepare the BPR accurately and professionally includes the location of your business, relevant shareholder goals, objectives and strategies, management mission, employee numbers, website address, ABN and contact details.
Features & Benefits
One of the fastest growing areas of our firm, a BPR includes the following:
• Benchmark analysis, which compares the performance of your business to that of your budget or goal.
• Variance analysis, where key financial data is analyzed with variance to prior periods in both real amounts and percentages and collated for your analysis in one easy-to-read table.
• Ratio analysis, including profitability ratios that allow you to identify telling relationship between key figures, including Return On Investment and owner’s Equity To Asset.
• Charting, where key financial data is organized into useful charts and graphs. This helps analysis of financial reports be more efficient, easy and accurate.
• Profit to cash analysis, which highlights the free cash generated from the day to day operation of your business. This is a critical measure for your business as it shows whether your business is able to fund itself on an ongoing basis.
• Overall financial review, outlining the key financial items from your financial reports into an easy-to-read summary. This process is done by powerful in-house financial software.
• Regular reports are available for close monitoring and are able to be performed yearly, quarterly or monthly. Furthermore, they are refreshingly easy-to-read and provide plenty of recommendations and viable solutions to help your business get ahead.
Twelve key areas of your business are analysed in a BPR:
• Liquidity – What is the business’s ability to meet obligations as they come due?
• Profitability – Are profitability trends in the business favorable?
• Profit & loss drivers – What is the relationship between revenue, profit, equity and assets?
• Profit & loss results – What is the percentage of expenses and profits against revenue?
• Balance sheet drivers –
What is your working capital?
• Balance sheet results – What is the relationship between your debts, equity and assets?
• Expenses – Where are your most significant expenses?
• Borrowings – Is the business borrowing profitably? How does your debts compare to equity?
• Assets – How much assets are you using to produce your revenue?
• Cash – How effective is your business generating cash from operation?
• EBITDA – what is your return on equity and asset?
• Profit & loss vs balance sheet – Is debt a better alternative to fund growth potentials?
Easy To Comprehend Explanations
The detail ratio analysis section of our BPR has a useful commentary that clearly interprets the results achieved in the reporting periods, using language that all business owners will understand. To further aid your analysis of results, simple graphs are included to give you visual representations of performance variations.
Client Focus Analysis
The BPR helps you analyse changes in your business activities, such as before and after a promotional campaign, cost-cutting, asset review and company restructure. A picture speaks a thousand words and with the graphs and charts that are part of the BPR, you are not just digesting bland figures – you can easily see a cause and effect of your business strategies.