Sales & Profit Analysis & Strategy for Small Business
Understand where your money is actually going and what to do next
This is for business owners who are making sales, but still feel unsure why profit isn’t showing up in their bank account.
I help you understand how your sales, pricing, costs and overheads are working together (or not), so you can focus on the changes that will actually improve profit, not just revenue.
Calm, data-led insight without judgement or overwhelm.
Is this you? When sales are coming in but profit feels unclear
✔ You’re busy and making sales, but cash still feels tight
✔ You’re not sure which products are actually profitable
✔ Your prices feel “about right”, but you don’t fully trust them
✔ You don’t know which numbers really matter
✔ You’re overwhelmed by data and unsure where to focus next
What’s involved in sales and profit analysis
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Sales performance & trends
We look at how your sales are behaving over time, what’s growing, what’s slowing, and what patterns are emerging.
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Profit & margin analysis
Understand which products, categories or channels are contributing to profit, and which ones are quietly draining it.
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Pricing & cost review
Check whether your pricing is doing its job once costs, fees and overheads are factored in.
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Website & conversion insight
See how your website performance impacts sales and profit, and where small changes could have a meaningful effect.
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Financial clarity & tracking
If your spreadsheets feel messy or inconsistent, I’ll help tidy and structure things so you can actually rely on the numbers.
The Business Glow-Up You Need
What clearer sales and profit insight gives you
- Your sales and profits are growing
- You have money to reinvest back into your business
- You can comfortably pay yourself and cover your bills each month
- You make decisions with confidence, not stress
- You feel in control and set up for long-term stability.
Sales and profit support for your small business
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The Sales & Profit Glow Up
A focused review designed to help you understand what’s really going on in your business and where to take action.
This includes:
- A review of your recent sales and profit performance
- Identification of key profit leaks and pressure points
- An overheads and cost sense-check
- Website metrics review: how your site is impacting sales & profit
You’ll leave knowing:
- What’s working
- What’s holding profit back
- What to prioritise next
- 5 prioritised actions
- A recording and simple summary
💸From £360 per month -
Ongoing sales & profit tracking
For business owners who want regular clarity and accountability without managing everything themselves.
Support can include:
- Monthly review of sales and profit performance
- Ongoing tracking and reporting
- Spreadsheet setup and maintenance
💸From £60 per month
How we’ll work together
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1. We talk it through
A free 30-minute chat to understand your business, your concerns, and whether this support is the right fit.
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2. We get set up
I’ll send a clear proposal and request the information I need.
If you’re on Shopify, I’ll ask for collaborator access so I can see the relevant data. -
3. I analyse your numbers
I review your sales, profit and costs with a strategic lens, focusing on insight, not volume of data.
Most projects take 2–4 weeks, depending on the service. -
4. We review it together
We walk through everything in plain English, so you’re clear on what matters and what to do next.
Are you my dream client?
Support for all kinds of small ethical and creative businesses
- Slow fashion brands
- Jewellers
- Homeware and lifestyle stores
- Potters and ceramicists
- Artists and makers
- Shop keepers and independent retailers
- Beauty and skincare brands
- Fabric and haberdashery shops (I love sewing!)
- Curated gift shops
- Bookshops
Are you my dream client?
Available in person for Bristol, Bath & Somerset based businesses or remotely for everyone else.
Alongside running my two businesses, I house sit full time around the South West.
After previously living in Bristol for 10 years, it’s still very much home though, and I’m there regularly.
If you have an office or studio in Bristol, Bath or Somerset, or you’d prefer to co-work in a café, I’m flexible and happy to meet in whatever way suits you best.
I love supporting local businesses in person where I can.
Frequently asked questions
Everything else you need to know
I don’t like video calls. Can we work another way?
No problem! We can stick to email and I can send you a recorded video walkthrough of my findings instead to watch back in your own time.
Does it matter which ePOS or eCommerce platform I use?
Ideally, you’re on Shopify (personally, I think their reporting is the best and I know my way around), but if you’re using another platform, let’s chat as I may still be able to help.
Can you help if my sales and profit data is messy?
Don’t worry, I’ve seen it all (and often much worse, even in big businesses!) I’m not here to judge.
As a small business owner myself, I know the juggle and let’s be honest, keeping your data perfectly tidy probably hasn’t been top of your to-do list. That’s totally normal.
My services include a data clean-up as part of the process, so I can get to the insights that really matter.
And if your Shopify back office needs a little extra TLC, I also offer Shopify admin support as a service too.
I need stock or profit analysis that’s not covered by your packages. Can you still help?
Yes! Get in touch and we can chat about a custom package tailored to your business needs.