Form

Pre-assessment form

Please complete the form below with as much detail as you can provide. This will give us a better understanding of your status and how we may be able to help you.

First Name

Last Name

Company

Phone

Are you aware of your expected tax obligations this financial year, i.e. roughly how much tax you will need to pay?

Yes No

Have you set funds aside to ensure you can and do make tax payments on time?

Yes No

Do you have a documented Business Plan to ensure you’re on track to achieving objectives?

Yes No

Are you maximising every sales and revenue opportunity in your business and driving profits as much as you can?

Yes No

Do you complete regular monthly management reporting of your results?

Yes No

Is your cash management excellent? In other words, do you have your accounts receivable and accounts payable under control?

Yes No

Do you have spare time and energy to look objectively at your business?

Yes No

Do you have spare time and energy to enjoy life outside of your business?

Yes No

Have you protected and documented all your assets in accordance with your needs?

Yes No

Do you have a plan to exit or sell your business within a specific period?

Yes No

Why did you start your business?

What were your goals when you started the business? 1. Business goals: 2. Lifestyle goals (e.g. hours of work, holidays, family time, time to pursue other interests):

On a scale of 1-10 how well has your business delivered on your lifestyle goals? (1 being lowest & 10 being highest).

1 2 3 4 5 6 7 8 9 10

What are the THREE biggest challenges you are facing?

What are the THREE biggest opportunities in your business?

What do you want your business to look like in three years' time?

Is there anything else you would like to discuss at the meeting?

B1/75 Corinthian Drive | Albany | Auckland 0752

09 886 4711

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