Finance, Tax & Accounting: page 4
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Job Profitability Review: Compare Your Quote with Actual Costs
Compare quoted and actual labour, materials, travel and rework. Use a worked job-cost review to find the estimating assumption to change next time.
3 min readLanded Product Cost: Work Out the Cost per Saleable Unit
Calculate landed product cost with freight, handling and saleable units. Compare shipments, allocate shared costs and keep recoverable GST separate.
4 min readMarketplace Profit per Order: Include Fees, Returns and Fulfilment
Reconstruct marketplace profit per order from the sale and settlement. Check fee bases, shipping, fulfilment and return losses with a worked comparison.
4 min readMinimum Order Value: Cover the Cost of Small Orders
Calculate a minimum order value from handling cost and contribution. Compare a minimum, a small-order fee and consolidation using the same baskets.
3 min readQuote Contingency: Cost the Uncertainty and Explain the Scope
Build a quote-risk register with cost ranges, evidence and treatments. Separate the base estimate, contingency and any proposed scope-change process.
3 min readRecipe Cost per Portion: Allow for Yield, Waste and Portion Size
Trace ingredients from purchased weight to saleable portions. Use a recipe-cost worksheet for trim loss, cooking yield, garnish, packaging and portion drift.
4 min readRetainer Profitability: Measure the Work Behind the Monthly Fee
Review monthly retainer fees against delivery time, direct costs and reserved capacity. Find revision creep and compare effective rates across months.
3 min readRush-Job Pricing: Cost the Work You Would Have to Displace
Cost an urgent job using extra delivery costs and displaced contribution. Compare accepting, rescheduling and declining before choosing a rush price.
3 min readVolume Discounts: Set Tiers That Preserve Order Contribution
Test volume-discount tiers with real handling savings. Compare all-units and incremental pricing, and spot thresholds where a bigger order earns less.
3 min readWholesale Pricing: What Remains After the Retailer Margin?
Work backwards from a retail price to test wholesale contribution. Compare direct sales, retailer margin, freight and returns on the same GST basis.
4 min readBuild a Progress Invoicing Schedule Around Project Cash Costs
Map billing milestones, evidence and expected receipts against project spending. See a six-week cash curve and the shortfall when one approval arrives late.
6 min readCustomer Balance Disagreement: Reconcile Invoices and Payments
Reconcile a customer balance when invoices, credits and payments disagree. Use a neutral email and a two-ledger worksheet to find and document the difference.
5 min readConsolidated Billing for a Customer with Several Locations
Choose consolidated billing or separate site invoices. Keep customer identity, order numbers, credits, approvals and location-level profitability visible.
5 min readCustomer Billing Details Checklist: Before You Start the Job
Collect the right customer name, purchase order and invoice contact before starting work. Includes a billing setup form and a traceable confirmation process.
5 min readCustomer Invoice Portals: Track Submission and Approval
Track invoices through customer portals with a practical evidence checklist. Keep submission references, resolve approval holds and confirm when cash arrives.
4 min readInvoice Due Dates and Customer Payment Runs: Plan Both
Map invoice due dates, approval cutoffs and customer payment runs. Use two calendars and a cash example to see the cost of missing a monthly cutoff.
9 min readDays Sales Outstanding: Calculate DSO Without Misreading It
Calculate days sales outstanding on a consistent credit-sales basis. Compare DSO with invoice payment days and see why a lower figure can be misleading.
5 min readPartly Disputed Invoice: Record the Amounts and Evidence
Separate disputed invoice lines from agreed work, receipts and adjustments. Use a worked register and message template without losing the original history.
4 min read