Finance, Tax & Accounting: page 7
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Would Longer Opening Hours Pay for Themselves?
Cost an extra trading period using added sales, product costs, staffing and cleanup. Allow for shifted sales and compare quiet, expected and busy trial weeks.
3 min readAllocate Overheads to Jobs: Choose a Cost Driver That Fits
Compare labour-hour, job-count and revenue allocations for two jobs. Check overhead recovery, capacity assumptions and the effect on your next quote.
3 min readCall-Out and Travel Charges: Calculate the Cost of a Visit
Calculate travel, setup and on-site cost for a service visit. Compare a call-out component with a bundled minimum price and test more distant jobs.
3 min readCost of Goods Sold (COGS): Reconcile Stock and Purchases
Work through a cost-of-goods-sold reconciliation with opening stock, purchases and closing stock, plus a separate record for returns and stock differences.
4 min readDiscount Campaign Cost Sheet: How Many Extra Sales Do You Need?
Calculate the extra units a discount must sell to preserve contribution. Include payment fees, fulfilment and campaign spending, then test capacity.
3 min readFree Shipping Threshold: Can the Basket Pay for Delivery?
Test a free-shipping threshold across basket sizes and delivery zones. Include product margin, packing, heavy items and a target contribution per order.
3 min readJob 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 read