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* Indicates required question
Email
*
Your email
Please let us have your full name
*
Your answer
Please let us know the best number to call you on
*
Your answer
What's your business name and address
*
Your answer
What type of business are you running
*
Limited company
Sole trader
Partnership
LLP
What does your business do?
Can you provide a brief description of your business, including the products or services you offer and your target market?
*
Your answer
Accounting & Bookkeeping
How do you currently manage your business's finances and bookkeeping? Do you use any specific software or tools?
Would you be prepared to change your bookkeeping software to a better system if necessary?
*
Your answer
Financial Health
How would you currently describe the financial health of your business? (e.g., stable, growing, facing challenges).
Do you have any cashflow issues?
Your answer
Business Goals
What are your short-term (next 12 months) and long-term (3-5 years) goals for your business?
Your answer
Current Challenges
Are there any specific challenges or issues you're currently facing in your business that you'd like us to address?
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Your answer
Tax Concerns
Are there any specific tax-related concerns or questions you have for the upcoming tax year?
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Your answer
Growth & Expansion
Are you considering any significant business decisions in the near future, such as expansion, hiring, or investment in new equipment?
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Your answer
Expectations
What are your expectations from our meeting, and how can we best assist you in achieving your business objectives?
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Your answer
What's your estimated turnover for the next year
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< £50k
£50k to £100k
£100k to £250k
£250k to £500k
£500k to £750k
£750k to £1m
> £1m
Rather not say
What's your monthly budget for accounting fees (excluding VAT)
*
< £100
£100 to £150
£150 to £250
£250 to £500
> £500
Rather not say
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