Pre-meeting Questionnaire

Please complete and return this questionnaire as soon as possible by emailing or posting back to my office. This questionnaire is designed to help me understand some of your needs before we meet, so that I can offer you the most appropriate advice and services.

Your Business

1. What type of business are you in?

Professional ServiceManufacturingRetailWholesaler/DistributorOther (please specify)

2. Please list the specific types of products and/or services you provide for your customers

3. How long have you been in business?

4. How did you acquire this business?

StartedBought existingFranchisedInheritedOther (please specify)

5. What is the legal structure of your business?

Sole Trader/Self EmployedPartnershipPrivate Limited CompanyOther (please specify)

6. Who are the directors or partners in the business?

7. Do you have a business plan?

YesNo

If yes, how often do you compare and measure your progress to the plan?

MonthlyQuarterlyAnnuallyI don’tOther (please specify)

8. Are you registered for VAT?

YesNo

9. If yes are you making use of one of the following VAT schemes?

Flat rateCash accountingOther (please specify)

Turnover

1.What turnover did your business generate last year?

Less than £100kBetween £200k - £500kBetween £1 million and £5 millionBetween £100k - £200kBetween £500k and £1millionIn excess of £5 million

2. In the past 3 years has your business turnover…..

GrownStagnatedDeclined

If you do not have 3 years history, just include the years you do have.

3. What percentage growth do you expect to see in the next 12 months?

Bookkeeping

1. Do you do your own bookkeeping?

YesNo

2. If yes, do you use bookkeeping software?

YesNo

3. If yes, please state which software you use?

4. If no, please describe your bookkeeping

Payroll

1. Do you have employees?

YesNo

If yes, how many?

2. If yes, do you run your payroll in-house?

YesNo

Tax Returns

1. Do you submit your own tax return?

YesNo

Services required

We offer a full range of services, can I ask which in particular you are interested in?