The Accountants Report

Compare the financial performance of your own practice against other UK accountants. Really meaningful data that helps you to pinpoint your strengths and weaknesses. Sample report here. (Please note that these reports are purely for demonstration purposes only, and that the actual figures may not be 100% correct.)

The OnePage Performance Improvement Plan

This one page report focuses on five areas where a business could earn extra profits, providing simplicity and clarity to a discussion about comparative performance. This is the report we recommend you use in most cases. Comes with full guidance on how to use it. Sample report here.

Confidential performance report - short

Approximately 10 pages of more detailed analysis (including sensitivity analysis) of five key figures, written in language that business owners can understand. Sample report here.

Confidential performance report - long

A full report at least 25 pages long with detailed analysis (including sensitivity analysis) of 19 key measures. Gives the full picture of where a business is now and how it could improve. Includes an action planner for business owners. Sample report here.

Marketing letters to clients and prospects

Short and to-the-point letters using two key figures from the BenchMark data. These do not use up a credit and are an ideal way to interest clients and prospects in a meeting. The resource includes two letters - one to prospects and one to clients - and they can be edited to have your firm name and branding. Resource and letters for clients and prospects here and see the Profit Improvement Opportunity report here.

Internal report - 'For your eyes only'

Contains the same information as the report you present to your client but helps you to explain your findings to the client, review their tax position and follow up so that they and you see real results. Sample report here.

Internal report - Appendix 1 - Analytical

Helps you to record much of the information you need to carry out an analytical review to support your client's accounts. Sample report here.

Internal report - Appendix 2 - AVN delivery tools

For AVN members, which AVN tools and resources to use to help your clients really take action. Sample report here.

Internal report - Appendix 3 - Expert in a box

Explanation of how the figures are calculated. Sample report here.