Profitability & Margin Analysis

Bookkeeping Services

Business Advisory

Profitability & Margin Analysis

Know Your Numbers · Find Hidden Leaks · Improve What Matters

Revenue is vanity, profit is sanity. PHC & Associates conducts a deep-dive profitability and margin analysis of your business — identifying where you make money, where you lose it, and exactly which levers to pull to improve your bottom line.

1000+

Clients Advised

CPA

Certified

Margin

Analysis & Benchmarking

What's Included

Everything Covered in This Service

Gross margin analysis by product, service, job, or client

Net profit analysis with cost allocation across business units

Overhead review — identification of controllable cost reductions

Pricing analysis — are you priced correctly for your cost base?

Customer and revenue concentration risk assessment

Labour productivity and cost-per-output analysis

Benchmarking against industry averages and competitors

Prioritised recommendations with quantified financial impact

Why It Matters

Why This Matters for Your Business

Understanding the value of this service helps you get the most from it.

01

Most Businesses Don't Know Their Real Margins

Knowing your overall profit margin is not enough. A line-by-line margin analysis often reveals that some products or clients are highly profitable while others are actually loss-making.

02

Small Pricing Changes Have Large Profit Impact

A 5% price increase on a 20% margin business increases profit by 25%. Pricing analysis is often the highest-return advisory engagement a business can undertake.

03

Overheads Creep Silently

As businesses grow, overhead costs accumulate without being regularly reviewed. A structured overhead analysis typically identifies 5–15% in controllable cost savings.

04

Client Concentration is a Business Risk

If 80% of your revenue comes from 20% of your clients, your business is more fragile than it appears. Margin analysis reveals concentration risk and informs diversification strategy.

05

Data Beats Instinct

Business owners often believe they know which products or clients are most profitable. Analysis consistently reveals surprises — and those surprises are where the opportunity is.

How It Works

Your Step-by-Step Process

A clear, structured process so you know what to expect from start to finish.

01

Data Collection

We gather P&L data, cost allocations, and revenue by segment.

02

Margin Modelling

Gross and net margins are calculated at product, service, and client level.

03

Overhead Review

Overhead costs are categorised, allocated, and reviewed for reduction opportunities.

04

Benchmarking

Results are compared against industry benchmarks and prior periods.

05

Recommendations

A prioritised list of recommendations is prepared with quantified impact estimates.

06

Implementation Support

We assist you in implementing pricing, cost, and structural changes.

Find Out Where Your Business Really Makes Money

Profitability analysis is often the most impactful advisory engagement a business can undertake.

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