When reviewing my client's tax situation, I always like to provide business owner's an overview of how their business has performed on a historical basis and look for ways to improve their operations. Attached is a sample of one of the reports I like to run for my clients.
This type of service computes financial ratios and monitors these ratios over time. I have enclosed a sample of this type of report. It is not a means to end, but it is a great starting point for business discussions.
If you have any questions or would like to have a complimentary report for your business, please e-mail me at dkdowell@dkdcpa.com