PROFIT PULSE
FRACTIONAL CFO SERVICES
How Does Your Business Stack Up?
Pull your Profit & Loss statement from QuickBooks (or whatever bookkeeping software you use) and plug in the figures below. Use your most recent fiscal year, or the most recent 12-month period.
You'll also need your current cash balance, straight from your bank account.
Margin benchmarks reflect industry-wide averages compiled from published sources, including the NYU Stern Damodaran industry margin database. They're a directional reference, not an audit or personalized financial advice. Private and smaller businesses often run below large public-company averages. For guidance specific to your business, talk to a professional.
Want to know what's really driving your numbers?
The four metrics above are just scratching the surface. When your numbers fall short of benchmark, it usually means cash is being left on the table somewhere in your business. A Right Fit Conversation is where we track down the reasons and start unlocking that cash for you.
Schedule a Right Fit Conversation Or reach out directly at alexia@profitpulsefinancial.com