Elements and Performance Criteria
- Set up business operation
- Develop business plan for small business operation according to business planning guidelines
- Follow statutory and legal requirements to register business
- Mitigate liabilities by obtaining adequate business insurance
- Provide and maintain vehicle through purchase, lease or hire purchase, including managing fringe benefits tax (FBT) liabilities according to business plan
- Provide client service
- Develop and maintain client base to support business plan
- Analyse and determine client expectations in relation to industry standards
- Provide client service that meets client expectations according to enterprise standards
- Monitor and evaluate performance on installations completed against industry standards
- Perform small business financial management tasks
- Record income and expenditure using bookkeeping tools and software according to normal accounting standards
- Construct small business financial balance sheet using banking records or supply information to accountant according to normal accounting standards
- Calculate small business taxation and superannuation requirements or supply information to accountant according to normal accounting standards
- Complete a business activity statement (BAS) or supply data to accountant according to normal accounting standards
- Cost and quote installation
- Establish extent of work to be completed through professional and personable discussions with client
- Complete job specification for quote with cost estimates of time required to complete work
- Estimate and include cost of materials using supplier quoted prices
- Determine and include margin for profit and ongoing costs for installation according to business plan
- Check finalised quote for accuracy
- Submit quote to client within agreed timeframe