Profit & Margin Analysis
Understand exactly where your profit comes from - and how to get more of it.
I go beyond reporting your numbers to actively analyse your pricing, cost structure and margins - by product, service or client - so you know exactly what's making you money and what isn't.
Background
Most reporting tells you what happened. Profit & Margin Analysis goes further - proactively analysing your margins, pricing, and cost structure to find where profit is actually being made or lost, and what to change about it.
It sits naturally alongside Management Accounts & Reporting and the Client Finance Dashboard & Advisory: the dashboard shows you your numbers live, management accounts formalise them each month, and margin analysis explains what's driving them - and how to improve them.
What's included
- Margin analysis by product, service line, or client
- Pricing review and recommendations
- Cost structure breakdown
- Benchmarking against prior periods and trends
- Practical recommendations to improve profitability
Typical outcomes
- Clarity on which parts of the business actually make money
- Pricing decisions backed by real data
- Early identification of margin erosion before it becomes serious
- Confidence to make investment, hiring, or growth decisions
Challenges I solve
- Not knowing which products, services, or clients are actually profitable
- Margins shrinking with no clear explanation why
- Uncertainty about whether pricing is set correctly
- Revenue growing but profit not following
- Mixed revenue streams (e.g. recurring + project + resale) making true profitability hard to see
How I work
- 01
Understanding Your Business
I learn how your revenue and costs actually work - the product lines, service tiers, client types and cost drivers behind the numbers.
- 02
Data Deep-Dive
I break down margins by product, service line or client to see where profit really sits.
- 03
Pricing & Cost Review
I identify where profit is being made or lost - pricing gaps, cost creep, unprofitable work and hidden wins.
- 04
Recommendations
I give you clear, practical actions to improve profitability, prioritised by impact and effort.
- 05
Ongoing Tracking
Margins get built into your monthly reporting or Clarity Portal dashboard, so you can track the impact over time.
Why it matters
- A clear view of true profitability, not just revenue
- Better pricing and investment decisions, backed by real data
- Early warning of margin problems before they hit the bottom line
- Confidence going into growth, hiring or investment decisions
- Focus on the products, services and clients that actually pay
- A shared language for profit across the business, not just gut feel
Who it's for
- Growing businesses that need to know where profit really comes from
- Businesses with several revenue streams or product/service lines
- Anyone about to make a pricing or investment decision
- Businesses whose revenue is growing but profit isn't
- Founders who want profitability built into monthly reporting, not treated as a one-off review
Frequently asked
Your questions, answered.
See how this fits your business.
A 30-minute call, no obligation - we'll map this onto your numbers.
Book a discovery call