Profit and Loss Self Assessment

Profit and Loss Self Assessment
  • Description

This is a profit and loss self assessment.


Who is this for?

It's intended for companies that provide professional services or trade services. Products may be included in your offering, but are not required.

What's the purpose?

The purpose of this assessment is to give you a fast, accurate, self assessment of the condition of your income statement.

How does it work?

In the privacy of your own computer desktop, enter key information from your profit and loss for last year and you will instantly receive a color coded indicator to tell you if each of 5 income statement components are:

  • Good
  • OK
  • Below Average

Suggestions for each component are given to you to correct any marks needing improvement.

Why is it important:

  • Grade your company as good, OK or below average
  • Get direction on what to improve
  • Make improvements in your profitability

What you get:

A ready-to-use Excel spreadsheet (.xlsx) with instructions and prepared calculations.

No consulting, no phone calls....If you want help, call us.