Samantha Dean - Institute of Public Accountants · Samantha Dean BlueprintHQ THE ART OF FINANCIAL...
Transcript of Samantha Dean - Institute of Public Accountants · Samantha Dean BlueprintHQ THE ART OF FINANCIAL...
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Samantha Dean BlueprintHQ
THE ART OF FINANCIAL STORYTELLING
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• Three people order three pizzas and throw in $10 each to cover the $30 bill
• The pizza delivery boy delivers the pizzas and collects $30 from the customers
• When the delivery boy returns to base, he is advised by the shop owner that the bill should have been $25 not $30
• The owner hands him five $1 coins and tells him to take it back to the customers
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• The delivery boy decides that he cannot split five $1 coins between three customers
• He decides to give each of the three customers a $1 coin and keep two $1 coins as a tip
• So in fact the customers have spent $9 each on the pizzas ($10 each less $1 refunded)
• Therefore, we have three customers who spent $9 each. In summary (3 x $9 = $27). The delivery boy kept $2 for a tip ($27 + $2 = $29)
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WHAT HAPPENED TOTHE OTHER $1?
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THE KEY TO STORY TELLING?
KNOWING YOUR CLIENTS STORY
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WHAT PROBLEMS WILL WE SOLVE FOR OUR CLIENTSASK + CAPTURE
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Creating priorities moving forward
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WITY - Achievements
Executive summary
Your achievement Average achievement
ACHIEVEMENT BY AREA ACHIEVEMENT BY SUB-SECTION
GENERAL STRATEGIES
Develop a plan to significantly grow the business.
Commence work on a succession plan.
Reduce key dependency on business owner.
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WITY - PrioritiesPriorities to be addressed
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WITY - PrioritiesPriorities to be addressed
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Let’s tell the Story via numbers ….
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Look above the water line!
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Turn numbers into knowledge
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Enhance the greens – address the reds
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Learn through graphical analysis
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Understand the Power of One…
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LET’S TAKE A CLOSER LOOK……
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TAKE THE CHALLENGE
Grow the size of your business revenue without increasing the % of your compliance work.
And have a lot of fun doing it!
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Where to from here: What’s your Story?
BUSINESS ADVISORY READINESS ASSESSMENT
FREE Accelerated Growth Assessment Meeting
- up to 1 hour
• Your numbers + industry benchmarking
• Your risks• Your issues• Your aspirations
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