Data cleanup and analysis
At a glance
- For
- Owners whose records live in spreadsheets, invoice books and WhatsApp
- Takes
- One to three weeks, depending on the state of the records
- Format
- Records collected, cleaned, analysed and handed over
- You get
- Clean records, a margin analysis and a monthly report
- Price
- Priced on assessment
- One structure for customers, jobs, costs and invoices, checked against the bank
- Margin by job type, product or customer, so you know which work pays
- A monthly report you can read in five minutes, and a routine to keep it current
What we hear from owners
- “Three spreadsheets, an invoice book and a phone full of photos, and none of them agree.”
- “You know the year was good or bad, but not which work made it so.”
- “Supplier slips never get matched to the job they were for.”
- “Month-end means a weekend of catching up, every month.”
From scattered records to numbers you can use
Every invoice, supplier slip and payment in one consistent structure, so the numbers mean something. Then the analysis: margin by job type, product or customer, and where costs are leaking.
What the work includes
- 01
Collect and cleanEverything in one place, duplicates and gaps listed.
- 02
Reconcile to the bankChecked against money that actually moved.
- 03
StructureEach job, product or customer carries its own numbers.
- 04
AnalyseMargin by job type, and what is quietly costing you.
- 05
Monthly reportRevenue, direct cost and margin on one page.
- 06
Keeping it currentA short routine, and training for whoever captures.
What you get
Margin by job type
Example · 12 months
| Job type | Margin against zero | Margin |
|---|---|---|
| Bathrooms61 jobs | 34.2% | |
| Shopfitting9 jobs | 28.7% | |
| Kitchens34 jobs | 11.4% | |
| Callouts87 jobs | −2.1% |
Kitchens bring in the most revenue and make the least. Small callouts lose money once travel and admin are counted.
Illustrative figures. They show how an analysis is laid out; they are not a client record.
How a cleanup runs
- 01
Gather
You send what you have, in whatever form.
- 02
Clean
Combined, de-duplicated and reconciled to the bank.
- 03
Analyse
Margin by job type, and where the leaks are.
- 04
Hand over
The monthly report, the routine and the training.
Who it is for
- Contractors who price from memory
- Owners with records across spreadsheets and email
- Businesses preparing for a sale, partner or bank
- Owners who inherited someone else's records
- Anyone whose month-end takes too long
What you receive
- One clean, consistently named set of records
- The gaps found, and how each was resolved
- Margin by job type, product or customer
- What is costing you money, with its rand figure
- A one-page monthly report and routine
Templates that help
Read more
- Which of your jobs actually make money? A one-afternoon checkFinancial training · 6 min read
- Cash flow vs profit: the mistake that kills profitable contractor businessesFinancial training · 5 min read
- How to work out your overhead recovery ratePricing · 6 min read
- SARS records checklist for South African small businessesRecords · 6 min read
Frequently asked
Something else on your mind? A discovery call covers the detail.
Talk to Connie about data cleanup and analysis
Leave your details and a line about the business. You get a reply to book a discovery call, then a fixed quote and written scope before anything starts.
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