Business Analysis
This analysis can help us gain a comprehensive understanding of your business's operational and financial position allowing us to develop strategies to improve it. This can lead to better financial planning, more informed decision-making, and ultimately, a stronger financial foundation for your business.
Sign in to Google to save your progress. Learn more
Email *
Today's Date *
MM
/
DD
/
YYYY
What is your First and Last Name? *
What is the name of your Business? *
What is your phone number? *
What is your business address? *
Business Entity Type *
What industry is your Business in? *
What is your mission statement? *
What is your business model? *
What are your company's critical success factors: Key Predictive Indicators? (INFO LINK) If you have not established your KPIs, we can help.  Leave this blank. *
What are the strengths of your business? e.g.  Strong brand reputation, loyal customer base, unique technology, skilled workforce.  Identifying Financial Strengths: Recognize areas where your business excels financially, such as strong cash flow, high profit margins, or efficient cost management.   *
What are the weaknesses of your business? e.g.  Limited resources, lack of expertise, poor location, outdated technology.  Spotting Financial Weaknesses: Pinpoint areas where your business may be struggling financially, such as high debt levels, poor cash flow management, or low profitability. This allows you to address these issues proactively.   *
What are some opportunities your business could use to its advantage?  e.g. Market growth, technological advancements, changes in consumer behavior, new partnerships.  Exploring Financial Opportunities: Identify external opportunities that could improve your financial position, such as new markets, potential partnerships, or favorable economic conditions. This helps in planning for growth and expansion.   *
What are some threats to your business? e.g. Economic downturns, increased competition, regulatory changes, negative press.  Mitigating Financial Threats: Recognize external threats that could negatively impact your financial health, such as economic downturns, increased competition, or regulatory changes. This allows you to develop strategies to mitigate these risks.   *
Have you considered standard business obligations as factors contributing to your strengths or weaknesses?   *
How do you see us helping you address these challenges and opportunities? *
How will the services we provide add value to your business?
What are your expectations from your bookkeeping-accounting professional? *
How do you define a successful relationship with your bookkeeper-accountant? *
Which of our firm's offerings is of the highest value to you? *
Do you have inventory? *
Do you use other connected business apps  *
Do you have a significant Liability Register *
Do you have a significant Portfolio of Assets? If so, how do you track? *
Do you have a CPA, Lawyer, Registered Agent or Financial Advisor? *
Do you have a marketing or advertising agency? *
What time zone are you in?  Time Zone Map *
What are the best days to reach you? 
 *
Required
What are the best times to reach you?
 *
Required
Schedule on Your Time on My Calendar
Clear selection
Submit
Clear form
Never submit passwords through Google Forms.
reCAPTCHA
PrivacyTerms
This content is neither created nor endorsed by Google. - Terms of Service - Privacy Policy

Does this form look suspicious? Report

Google Forms