Crafting Your Dream Mini CFO Finance & Accounting Solution

Our recent conversation was super enlightening around your business story and aspirations, and I am excited about the possibility of supporting you to help you thrive with your finances on your journey. 🙌

To ensure that our financial solutions align seamlessly with your current business structure, needs and vision, I invite you to share some further details about your business and finances on the form below.

Please feel free to share as much or as little as you feel comfortable with and skip over any questions that don't apply for you or that you are unsure of. From these insights Harriet will craft a bespoke quote, that aims to tailor our service offering to your needs now and in the future.

Looking forward to turning your financial dreams into reality! 💫

Speak soon

Harriet

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Questions About Your Company Finances

We really value having detailed insights into your company's finances as it greatly aids us in customising a proposal to meet your specific needs. Feel free to share as many details as you're comfortable with—remember, the more precise the information, the better we can tailor our quote to align with your requirements ✨

Name

Business Name

Company Financial Year End

Tell me about any other businesses/companies within your structure

Quiz result

Provide detail of your Annual Revenues (estimates are fine) and explain any expected adjustments or changes in the future.

How frequently would you like to have Strategic Finance Review/Planning Session/Discussions with Harriet

Do you require support with budgeting, forecasting and reporting cycle? Detail any specific requirements

Do you require Management Accounts (these are financial reports tailored to help owners track performance, KPIs, make informed decisions, and plan for the future)

Please detail any requirements for Fractional CFO services, such as fund raising, business plans or estimate number of CFO days support required

Which accounting system do you currently use?

Please detail any other software/sites that interact with your accounting software

Do you require bookkeeping support?

How do you invoice clients/customers?

How do your clients/customers pay you?

How many business bank accounts do you have? Tell me a little about how you use them

Roughly how many transactions go through your bank(s) on a monthly basis?

Share any additional information related to your bookkeeping and finance systems

How do you currently pay yourself?

Do you require payroll services for staff?

If you require payroll services, please provide number/turnover of employees (inc full or part time)

If relevant, please advise on your payroll run frequency

Do you typically pay employees' expenses within payroll cycles?

What software do you use to process payroll?

To what extend do you use subcontractors for labour or services?

Do employee's have benefits such as company cars of private medical cover?

Do you run an auto-enrollment company pension scheme?

Are you VAT registered?

If you are VAT registered do you require support with VAT returns?

If you require VAT support please tell us about the VAT scheme you are on, frequency of VAT returns and any other relevant information

Do you require support with your personal tax return?

If you require support with personal tax return(s), please advise us of any other income sources or additional information on your personal tax affairs

What are you currently paying for accountancy and tax services?

Please provide any other information or requirements not already covered that you would like us to consider or build in when preparing the quote

IMPORTANT: Where possible, please provide your most recent set of full accounts/tax return - on email to [email protected]

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Crafting Your Dream Mini CFO Finance & Accounting Solution

Questions About Your Company Finances

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