Why did we create the TaxFitness top 20% business benchmarking system?

It came from a simple frustration:

Most small business owners work incredibly hard… but too often without the direction, data, or support they need.

For over 20 years, I’ve worked with small business clients and accountants across Australia. One truth became clear:

“Small business owners need help to improve performance — but they’re not getting it from their current accountant.”

Too many firms still focus solely on compliance. BAS is submitted. Tax returns are lodged. But no one is helping business owners understand their numbers, benchmark performance, or take action.

I’ve always believed small businesses — when equipped with the right insights — can grow faster, operate smarter, and become more profitable.

But improvement requires visibility. Without a clear standard, most owners are operating in the dark.

That’s where benchmarking comes in.

“What gets measured gets managed.” — Peter Drucker

I didn’t want to create a system that compared businesses to the average. Because average isn’t the goal.

We benchmark the top 20% of businesses in each industry — the ones with higher profits, leaner costs, and better margins.

•  These benchmarks set targets for clients to aspire to.
• They give accountants a framework to deliver actionable advice.

“The top 20% set the standard. Everyone else is just catching up.”

What began as a personal frustration is now a national movement.

Over 500 accountants across Australia are using the TaxFitness Top 20% Benchmarking System to transform raw financial data into structured improvement strategies.

• It’s not just a report.
• It’s a conversation starter.
• A roadmap.
• A strategic advantage.

“Benchmarking transforms financial data into a strategic advantage.”