Monthly Analysis Revealing Key Business Metrics
YRH’s monthly financial analysis identified that 92% of revenue came from just 15 clients, providing Craster with valuable data for their business planning. This is how we supported their growth journey.
The Starting Position
Craster manufactures premium food service and presentation products for the hospitality industry. As a £2M business supplying luxury hotels globally, they engaged YRH to provide enhanced financial analysis and reporting.
The situation:
- Required monthly visibility of profitability
- International growth creating complexity
- Tax efficiency opportunities to explore
- Need for regular financial analysis
- Management accounts not previously available
Our Financial Analysis
YRH’s monthly reporting identified:
“92% of revenue came from just 15 clients”
Our services included:
- Monthly management accounts
- Customer profitability analysis
- Product margin reporting
- Cash flow forecasting
- Tax structure review
Our Support Over Time
Phase 1: Foundation (Months 1-6)
Establishing reporting:
- Implemented management accounts
- Created profitability analysis
- Developed margin reporting
- Established forecasting
- Delivered monthly insights
Phase 2: Ongoing Support (Months 6-18)
Continued analysis:
- Regular profitability reviews
- Monthly reporting maintained
- Tax efficiency reviewed
- Cash flow monitoring
- Consistent financial data
Long-term Partnership
Our role included:
- Monthly financial reporting
- Ongoing analysis support
- Tax compliance assistance
- Financial data provision
- Over 10 years of service
The Numbers We Reported
| Metric | Our Analysis |
| Client Concentration | 92% from 15 clients identified |
| Tax Review | 67% reduction opportunity found |
| Service Duration | 10+ year partnership |
| Reporting Frequency | Monthly accounts delivered |
Our Contribution
1. Financial Analysis
Monthly reporting reveals:
- Client concentration data
- Product profitability metrics
- Margin analysis
- Cash flow patterns
2. Tax Review
Our review identified:
- Efficiency opportunities
- Compliance requirements
- Structure optimisation options
- Significant savings potential
3. Consistent Support
Long-term provision of:
- Monthly management accounts
- Regular financial analysis
- Reliable reporting
- Ongoing partnership
What Craster Says
“YRH transformed how we see and run our business. That first insight about client concentration was just the beginning. Monthly visibility gave us the confidence to transform from local manufacturer to global luxury brand.”
Andrew Craster, Managing Director
What YRH Provided
- Monthly management accounts
- Financial analysis and reporting
- Tax efficiency reviews
- Cash flow monitoring
- Long-term partnership support
Key Takeaways
- Financial analysis provides valuable data – Understanding metrics helps planning
- Monthly reporting offers regular insights – Timely information supports decisions
- Long-term partnerships build understanding – Consistent support over time
- Tax reviews can identify opportunities – Regular reviews worthwhile
- Reliable financial data matters – Accurate reporting essential
