Crafting Your Dream Mini CFO Finance & Accounting Solution

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

To ensure that our financial solutions align seamlessly with your current business structure, needs and vision, we invite you to share some further details with us.

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. From these insights we will craft a bespoke quote, that aims to tailor our services precisely to your needs.

Looking forward to turning your financial dreams into reality!

Many thanks

Harriet Formby MA ACA

Below The Line Finance

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Questions About Your Business Finances

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

Name

How long have you been in business?

Tell me about your main soletrader business activity/activities

Do you have any additional sources of income? If so please provide details

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

Which accounting system do you currently use?

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

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 bookkeeping support?

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?

Do you require payroll services for staff?

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

How do you invoice clients/customers?

How do your clients/customers pay you?

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

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

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

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 Business Finances

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