Annual Service Review Meeting - Pre Meeting Work - Balloon Accounting

Ahead of our meeting I would love to explore more regarding you, your business and goals.

Please complete this quick questionnaire before the meeting.

As soon as you click submit I will be notified.

Many thanks

Andy

Name *

First

Last

Email *

Contact Phone Number *

Business Name *

What is your website address ?

At what stage would you say your business is at ? *

Just starting out
Established but wanting to grow
Shooting for the moon

What initially motivated you to run your own business ? Did you achieve this ? Or what really happened ?

What now motivates you to carry on running your business ?

What was your goal when you set up your business ? *

What were your goals when you set up your business ? What turnover did you think you would have ? How many employees did you envisage ?

How much of the last paragraph have you achieved ? *

Where are you now ? Do you feel you have achieved what you set out to do ? If not, why not and how far short do you think you are ?

I have more than enough cash to fund my current and future lifestyle, including savings for retirement.

Selected Value: 1

Score yourself between 1 and 10, where 1 is definitely disagree and 10 is completely agree.

I have complete freedom about the work I or our business chooses to take on.

Selected Value: 1

Score yourself between 1 and 10, where 1 is definitely disagree and 10 is completely agree.

I have enough time to focus on what is really important to me and the business and have a healthy balance work and home life.

Selected Value: 1

Score yourself between 1 and 10, where 1 is definitely disagree and 10 is completely agree.

My stress levels are normally low and I have time to devote to self-care and making sure I am physically and mentally strong.

Selected Value: 1

Score yourself between 1 and 10, where 1 is definitely disagree and 10 is completely agree.

Additional thoughts on the previous 4 scores

If you scored yourself below 7 for any of the above four statements please tell us why.

How happy are you that the business is currently operating and delivering what you want ?

Selected Value: 1

0 = Awful 10 = Off the scale

I have created enough headspace to have total clarity about why I run my business and what it is there to help me achieve.

Selected Value: 1

Score your business between 1 and 10 where 1 is definitely disagree and 10 is completely agree.

I and my team have agreed upon a vision and plan to achieve our business goals.

Selected Value: 1

Score your business between 1 and 10 where 1 is definitely disagree and 10 is completely agree.

There is a daily, weekly, monthly and quarterly rythm of meetings in the business to make sure the day job is under control and we are all working towards the same goals.

Selected Value: 1

Score your business between 1 and 10 where 1 is definitely disagree and 10 is completely agree.

We have a number of key performance indicators which we routinely measure and monitor. We take corrective action if necessary to track our progress towrads our goals.

Selected Value: 1

Score your business between 1 and 10 where 1 is definitely disagree and 10 is completely agree.

We regularly monitor our cash and future cashflow to ensure we have enough cash both now and in the future to fund our business and personal plans.

Selected Value: 1

Score your business between 1 and 10 where 1 is definitely disagree and 10 is completely agree.

I have enough time to work ON the business as well as IN the business in order to be in control but achieve my personal and business goals.

Selected Value: 1

Score your business between 1 and 10 where 1 is definitely disagree and 10 is completely agree.

If I went on holiday now for 3 weeks and no mobile or internet connection I am confident that my team would be able to run the business without me and I would still have a healthy business to return to.

Selected Value: 1

Score your business between 1 and 10 where 1 is definitely disagree and 10 is completely agree.

I have the right people in the business doing the right things to help us both now and in the next year or so to achieve our business goals.

Selected Value: 1

Score your business between 1 and 10 where 1 is definitely disagree and 10 is completely agree.

There are checklists and processes in place which everyone follows to make sure we as a business are as efficient as possible.

Selected Value: 1

Score your business between 1 and 10 where 1 is definitely disagree and 10 is completely agree.

We have invested in eliminating as much manual data entry as possible within our finance function, eg cloud based accounting and bookkeeping software.

Selected Value: 1

Score your business between 1 and 10 where 1 is definitely disagree and 10 is completely agree.

We regularly review our usage of key software to make sure it is still fit for purpose and there are no better alternatives out there.

Selected Value: 1

Score your business between 1 and 10 where 1 is definitely disagree and 10 is completely agree.

Additional thoughts on the previous 12 scores

If you scored yourself below 7 for any of the above twelve statements please tell us why.

What are your plans for the next 12 months ? *

Have you set your business any goals for 12 months time ? What are they and how close are you from achieving the ?

What is causing you pain at the moment ? *

What are the pain points in your business at this moment in time and what gives you sleepless night ? Is it pricing, not making enough profit, lack of cash, staffing costs, record keeping ? Tell us what hurts.

What are your 3 biggest challenges at the moment ? *

Give us an idea of your 3 biggest challenges for your business at the moment. These could be sales, profit, cashflow, your own hours worked, staff, customers, systems. Be expansive with your answers as that really helps us to deliver the right solutions.

Finally - If you could change one thing to improve your business tomorrow what would it be and why ?

Email

01202 022992

contact@balloonaccounting.co.uk

2B Winston Gardens, Poole, BH12 1PN