Agency Visit Summary

• Company Name

• Company Legal Status

  Select Sole Trader Partnership Limited Liability Partnership Limited Company

  • Sole Trader
  • Partnership
  • Limited Liability Partnership
  • Limited Company

• Client Name

• Position in the Comapny

  Select Senior Manager Owner Partner Director

  • Senior Manager
  • Owner
  • Partner
  • Director

• Contact Email Address

• Contact Telephone Number

• Conducted on

  Date

• Prepared by

• Location
  Address

Persons in Attendance

• Yes

  No

  N/A

Agency Information

• What Industry does your business operate in?

• What year did your business Commence Trading?

• How many Employees does your business have?

• Has the number of Employees changed in the last 3-years?

  Select Increased Decreased

  • Increased
  • Decreased

Business Outlook

• Does your business have an up to date Business Plan

  Yes

  No

  N/A

• If yes, when was it last reveiwed?

Key Carriers

• Does your business have a specific Health and Safety Policy?

  Yes

  No

  N/A

• If yes, when was it last updated?

• Does your business handle or process any type of Data?

  Yes

  No

  N/A

• If yes, are you registered with the ICO?

  Yes

  No

  N/A

• Do you have a Data Protection Policy and Procedure Manual within your business?

  Yes

  No

  N/A

• Has your business obtained a Food and Hygiene Certificate?

  Yes

  No

  N/A

• Does your business have a Security policy?

  Yes

  No

  N/A

• Does our business need any of the following Agreements:

  Select Sale of Goods Agreement Contract for Services Agreement Contract of Employment Agreement Partnership Agreement Director Service Agreement Rent a Chair

  • Sale of Goods Agreement
  • Contract for Services Agreement
  • Contract of Employment Agreement
  • Partnership Agreement
  • Director Service Agreement
  • Rent a Chair

Specialties- Business Targets

• Does your company have a Business Bank Account?

  Yes

  No

  N/A

• If yes, do you pay Bank Charges?

• Does your business have a Budget and Forecast plan?

  Yes

  No

  N/A

• If yes, when was the last time the costs reviewed?

• Do your business have a Chip and Pin Machine?

  Yes

  No

  N/A

• If yes, when was the costs last reveiwed?

• Which of the following Business Insurances do you currently have for your business

  Select Business Premises Insurance Public Liability Insurance Employee Liability Insurance Vehicle/Fleet Insurance Tax Investigation Insurance Director and Officers Insurance Professional Indemnity Insurance

  • Business Premises Insurance
  • Public Liability Insurance
  • Employee Liability Insurance
  • Vehicle/Fleet Insurance
  • Tax Investigation Insurance
  • Director and Officers Insurance
  • Professional Indemnity Insurance

• Do you ever review your Insurances?

  Yes

  No

  N/A

• If yes, when was the last time they were reviewed?

Financial Management:

• What Accountancy Software do you use?

  Select Quickbooks Sage Exel None

  • Quickbooks
  • Sage
  • Exel
  • None

• Does your business have or use a Bookkeeper?

  Yes

  No

  N/A

• If yes, how often are they completed?

• Is your business VAT registered?

  Yes

  No

  N/A

• If yes, who completes the VAT Returns?

  Select Completed by Company Completed by Accountant Completed by Agent

  • Completed by Company
  • Completed by Accountant
  • Completed by Agent

• Do You have a separate Bank Account for the VAT?

  Yes

  No

  N/A

• How often does your business review Business Performance?

  Select Months Quarterly Yearly Never

  • Months
  • Quarterly
  • Yearly
  • Never

• Who files your Annual Accounts?

  Select Completed by Company Completed by Accountant Completed by Agent

  • Completed by Company
  • Completed by Accountant
  • Completed by Agent

• If you were to change Accountants what would be the reason?

  Select Costs Services Provided Accessability Would not change

  • Costs
  • Services Provided
  • Accessability
  • Would not change

Marketing Your Business

• Does Your Business have a Marketing Strategy?

  Yes

  No

  N/A

• If yes, when was it last reveiwed?

• Does your business have a Marketing Plan?

  Yes

  No

  N/A

• If yes, when was it last reviewed?

• Does your business have a Website?

  Yes

  No

  N/A

• If yes, would you know what your Google ranking is?

  Select Exact Location Not Sure No Idea

  • Exact Location
  • Not Sure
  • No Idea

• Have You ever utilised Search Engine Optimisation (SEO)?

  Yes

  No

  N/A

• If yes, when was this completed?

• Did You use a specialist for Your SEO?

• How often is it updated?

• What Marketing Vehicles does your business utilise?

  Select Leaflet Drop Advertisement Email Telephone Website Networking Social Media Public Relations

  • Leaflet Drop
  • Advertisement
  • Email
  • Telephone
  • Website
  • Networking
  • Social Media
  • Public Relations

• How often does your business carryout Marketing?

• Does your business have a Marketing Budget?

  Yes

  No

  N/A

• If yes, what is your annual spend?

• Does your business ever review your Marketing Success?

  Yes

  No

  N/A

• If yes, how often are the results discussed and reviewed?

AGREED ACTION PLAN

• Business Planning:

• Business Compliance:

• Costs to Your Business:

• Financial Management:

• Marketing Your Business:

• To provide then best possible service Hammond & Co may share your information with strategic partners. By signing this document you give your full authority to allow this process.

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