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New Client Application
1
Name
*
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First Name
Last Name
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2
Email
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example@example.com
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3
Phone Number
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Area Code
Phone Number
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4
Where did you hear about us?
*
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Podcast
Youtube
Facebook
LinkedIn
Google Search
Referral
Other
Podcast
Youtube
Facebook
LinkedIn
Google Search
Referral
Other
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5
What is your business called?
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6
What does your business do?
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7
What is your business type?
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Sole Trader
Partnership
Limited Company
Sole Trader
Partnership
Limited Company
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8
What is the approx turnover (sales) for your business for the year?
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Below £85k
£85k - £150k
£150k - £250k
£250k - £500k
£500k - £1m
£1m - £2.5m
£2.5m - £5m
£5m+
Below £85k
£85k - £150k
£150k - £250k
£250k - £500k
£500k - £1m
£1m - £2.5m
£2.5m - £5m
£5m+
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9
Please answer the following questions
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Yes
No
Do you have a documented Business Plan to ensure you’re on track to achieving objectives?
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Row 0, Column 1
Do you complete regular monthly management reporting of your results?
Row 1, Column 0
Row 1, Column 1
Do you have spare time and energy to enjoy life outside your business?
Row 2, Column 0
Row 2, Column 1
Are you aware of your expected tax obligations this financial year, i.e. roughly how much tax you will need to pay?
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Row 3, Column 1
Do you know your cash flow requirements for the next 3 months?
Row 4, Column 0
Row 4, Column 1
Do you have a documented Business Plan to ensure you’re on track to achieving objectives?
Do you complete regular monthly management reporting of your results?
Do you have spare time and energy to enjoy life outside your business?
Are you aware of your expected tax obligations this financial year, i.e. roughly how much tax you will need to pay?
Do you know your cash flow requirements for the next 3 months?
Yes
Row 0, Column 0
No
Row 0, Column 1
Yes
Row 1, Column 0
No
Row 1, Column 1
Yes
Row 2, Column 0
No
Row 2, Column 1
Yes
Row 3, Column 0
No
Row 3, Column 1
Yes
Row 4, Column 0
No
Row 4, Column 1
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10
What is the current biggest challenge you are facing in your business?
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11
If we handled your accounts and kept everything up to date and you educated and informed on what they mean what would that mean for you?
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quote
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Ok
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12
Is there anything else you would like to discuss at a meeting with us?
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