What is your business called?
What does your business do?
What is your business type?
What is the approx turnover (sales) for your business for the year?
£85k - £150k
£150k - £250k
£250k - £500k
£500k - £1m
£1m - £2.5m
£2.5m - £5m
Please answer the following questions
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?
Have you set funds aside to ensure you can and do make tax payments on time?
What are the three biggest challenges you are facing?
What are the three biggest opportunities in your business?
Is there anything else you would like to discuss at a meeting with us?
Should be Empty: