Living Ventures Management Services
Onboarding Questionnaire
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Company Name *
1. Accounting
Are management accounts currently produced *
If management accounts are produced, how often?
Who currently manages your bookkeeping? *
Would you want monthly or quarterly reporting?
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What is your year end?
What are your tax periods for VAT?
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What are your period end dates?
How often is a bank reconciliation performed?
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2. Systems
What till system do you use? *
Do you record stocks? *
If stocks are recorded how often is a stock take done?
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How are stocks recorded?
Do you have a procurement system or PO system in place?
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If a procurement system in place which one do you use?
What rota system do you use?
Do you have an external troncmaster?
Who is your external troncmaster?
How often do you process payroll?
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Who currently processes your payroll?
3. Suppliers
Who are your 6 main supplies?
What are you current payment terms with your main suppliers?
When do you make payments to suppliers?
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4. Budgets and cashflow
Do you currently have a cashflow forecast?
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If yes, how often is this updated?
How soon before year end do you produce the budgets for the next financial year?
Are these budgets just for internal use?
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