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The multi-year analysis calculator was created as a result of an experience in working with a business owner. Over a period of several years, the sales and profit of the business had increased. As they should be, the owner was very proud of their efforts. However, when we took a look at how that growth had occurred there were several points that stood out. The first was that the gross margin had wavered over the years and in the most profitable year they did not have their best gross margin.

When we looked at the groups of operating expenses, advertising, occupancy and payroll, as well as operating expenses overall, we saw there were fluctuations. With the fluctuation in advertising expense as a percentage of sales, you could see that an advertising budget was not utilized. You could see with payroll as the sales increased and decreased over the same four years, that with the addition of a new employee as sales increased, there were not fewer employees in the years with lesser sales.

Overall the owner was pleased with their efforts. However, if controls of margins and expenses, the net profit would have been 1.5 times what it actually was in the best year.

This calculator helps you to detect those patterns.

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Multi-year analysis calculator from Profits Plus
Year 1 Year 2 Year 3 Current Year
Sales
COGS
Operating expenses
Advertising expense
Advertising
Contributions
Donations
Other
Other
Telephone book advertising
Website
Advertising subtotal
Occupancy expense
Building repairs
Internet
Other
Other
Renovations
Rent
Security
Telephone
Telephone - cell
Utilities
Occupancy subtotal
Payroll expense
Benefits
Incentives
Office Wages
Other
Other
Other
Ownership Wages
Service Wages
Wages
Workman's Comp Insurance
Payroll subtotal
Accounting
Amortization
Automotive expense
Bad debt expense
Bank service charge
Cash drawer payouts
Computer repairs
Credit card fees
Depreciation
Dues and subscriptions
Equipment repairs
Freight
Insurance - liability
Insurance - other
Legal
Licenses
Merchant fees
Miscellaneous
Office expense - other
Office supplies
Other
Other
Outside services
Postage and delivery
Printing and reproduction
Reconcillation discrepancies
Taxes
Taxes
Tools shop
Trade show
Travel and entertainment
Net ordinary income
Other income
Other
Other
Other
Total other income
Other expense
Other
Other
Other
Net income

       
 

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Tom Shay
PO Box 128
Dardanelle, AR 72834
(727)823-7205

MAY 2025
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BOOK US

With over 25 years of frontline experience Tom Shay is America's leading Small Business Management Expert. He's a "Must Have" for your next event.

Small Business

Advisories

Using an experience with baseball's spring training, we are asking the question of being a hero to your customers. Did you know that the post office has a higher rating of customer service?

Small Business

News

 

Top Story

Is it, "lead, follow, or get out of the way"? Perhaps in some cases, it is. Definitely it is, "you either lead by example, or you don't lead at all"


Article of the Month

"Traits of the great" is the title of the May Article of the Month. It was written in two parts (second part comes in June) as answer to a small business owner asking what her fellow small business owners did.


Book of the Month

Business the Bill Gates Way is the title of our May article of the month. We had the opportunity to speak with someone who is a neighbor to one of the original 12 Microsoft employees. We thought that was a good prompt to suggesting this book.