Information
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Company Name
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Company Legal Status
- Sole Trader
- Partnership
- Limited Liability Partnership
- Limited Company
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Client Name
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Position in the Comapny
- Senior Manager
- Owner
- Partner
- Director
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Contact Email Address
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Contact Telephone Number
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Conducted on
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Prepared by
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Location
Company Information
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What Industry does your business operate in?
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What year did your business Commence Trading?
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How many Employees does your business have?
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Has the number of Employees changed in the last 3-years?
- Increased
- Decreased
Business Planning
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Does your business have an up to date Business Plan
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If yes, when was it last reveiwed?
Business Compliance
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Does your business have a specific Health and Safety Policy?
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If yes, when was it last updated?
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Does your business handle or process any type of Data?
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If yes, are you registered with the ICO?
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Do you have a Data Protection Policy and Procedure Manual within your business?
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Has your business obtained a Food and Hygiene Certificate?
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Does your business have a Security policy?
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Does our business need any of the following Agreements:
- Sale of Goods Agreement
- Contract for Services Agreement
- Contract of Employment Agreement
- Partnership Agreement
- Director Service Agreement
- Rent a Chair
Costs to Your Business
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Does your company have a Business Bank Account?
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If yes, do you pay Bank Charges?
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Does your business have a Budget and Forecast plan?
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If yes, when was the last time the costs reviewed?
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Do your business have a Chip and Pin Machine?
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If yes, when was the costs last reveiwed?
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Which of the following Business Insurances do you currently have for your business
- Business Premises Insurance
- Public Liability Insurance
- Employee Liability Insurance
- Vehicle/Fleet Insurance
- Tax Investigation Insurance
- Director and Officers Insurance
- Professional Indemnity Insurance
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Do you ever review your Insurances?
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If yes, when was the last time they were reviewed?
Financial Management:
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What Accountancy Software do you use?
- Quickbooks
- Sage
- Exel
- None
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Does your business have or use a Bookkeeper?
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If yes, how often are they completed?
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Is your business GST registered?
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If yes, who completes the GST / BAS Returns?
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Do You have a separate Bank Account for the GST?
- Yes
- No
- N/A
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How often does your business review Business Performance?
- Months
- Quarterly
- Yearly
- Never
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Who files your Annual Accounts?
- Completed by Company
- Completed by Accountant
- Completed by Agent
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If you were to change Accountants what would be the reason?
- Costs
- Services Provided
- Accessability
- Would not change
Marketing Your Business
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Does Your Business have a Marketing Strategy?
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If yes, when was it last reveiwed?
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Does your business have a Marketing Plan?
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If yes, when was it last reviewed?
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Does your business have a Website?
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If yes, would you know what your Google ranking is?
- Exact Location
- Not Sure
- No Idea
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Have You ever utilised Search Engine Optimisation (SEO)?
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If yes, when was this completed?
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Did You use a specialist for Your SEO?
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How often is it updated?
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What Marketing Vehicles does your business utilise?
- Leaflet Drop
- Advertisement
- Telephone
- Website
- Networking
- Social Media
- Public Relations
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How often does your business carryout Marketing?
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Does your business have a Marketing Budget?
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If yes, what is your annual spend?
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Does your business ever review your Marketing Success?
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If yes, how often are the results discussed and reviewed?
AGREED ACTION PLAN
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Business Planning:
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Business Compliance:
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Costs to Your Business:
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Financial Management:
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Marketing Your Business:
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