Tell us about you and your business...

Discovery & Business Review Questionnaire
Business Type
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?
Upload your Group Structure (if applicable)
Upload your latest financial statements
Do you have online banking facilities?
Are you able to extract up to date management accounts and financial information with ease, from anywhere and at any time?
Is regular monthly management reporting useful to you?
Do you import or export any goods / services and transact in foreign currencies?
Do you have a succession plan in place?
Which of the following would interest you (select one or more)?

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