Client Discovery Questionnaire

Business Type

Limited Company / Sdn Bhd / Berhad

Sole Proprietorship

Partnership

Limited Liability Partnership (LLP / PLT)

What industry is your business in?

What size is your business in terms of annual revenue?

What size is your business in terms of staff numbers?

Do you have a Chief Financial Officer / Finance Director?

Yes

No

Do you have online banking facilities?

Yes

Not all accounts

No

Are you able to extract up to date management accounts and financial information with ease, from anywhere and at any time?

Yes

No

Is regular monthly management reporting useful to you?

Yes

No

Do you import or export any goods / services and transact in foreign currencies?

Yes

No

Do you have a succession plan in place?

Yes

No

Not necessary

Unleash your business!