Understanding your business - Finomatic Consulting

Personal Information

Step 1 of 11

About your Company

2/11

Revenue Streams

0

Employees

0

Clients

0

About your Company

3/11

Leagl Entities

0

Jurisdictions

0

How can I help you?

4/11

How confident are you in your historical accounting data?

Selected Value: 0 (0 = not confident at all ; 10 = totally confident)

0

Do you perform a hard monthly close of your accounting data?

Yes

No

Don't Know

How accurate have your financial forecasts been historically?

Selected Value: 0 (0 = not accurate at all ; 10 = totally accurate)

0

Specify your time-frame

5/11

How experienced is your finance team with technology?

Selected Value: 0 (0 = not accurate at all ; 10 = totally accurate)

0

What position does the most senior qualified accountant in the business hold? *

Board

C-Suite

Head of Department

No qualified accountants in senior management

Do you employ a qualified accountant in the finance function?

Yes

No

Are you willing to commit at least 3 days (usually split among multiple team members) to work with us to resolve your FP&A issues? *

Yes

No

Specify your budget

6/11

How confident are you in having a meaningful conversation with potential investors tomorrow about your business? Do you know what they are looking for?

Selected Value: 0 (0 = not accurate at all ; 10 = totally confident)

0

Which KPIs do you currently use to track your business? *

How confident are you that you are tracking the correct KPIs which investors are interested in?

Selected Value: 0 (0 = not accurate at all ; 10 = totally confident)

0

Specify your budget

7/11

How confident are you in the accuracy of the information used to calculate your KPIs?

Selected Value: 0 (0 = not accurate at all ; 10 = totally confident)

0

How quickly can you update your KPIs on a monthly basis?

Selected Valuedays

0

Specify your budget

8/11

What are the plans for your business over the next 24 months? *

Sell

Raise equity

Raise debt

Grow organically

Business as usual

Have you previously sold a business or raised institutional capital? *

Yes

No

Specify your budget

9/11

Where is your data (sales, accounting, customer information) stored? *

All in systems

Mix of systems/spreadsheets

All in spreadsheets

If we work together, could you provide us with direct access to these data sources? *

Yes

No

How easy is it for you to share data with the individuals in your organisation who need it?

Selected Value: 0 (0 = impossible ; 10 = seamless)

0

Specify your budget

10/11

How long have you lived with financial data problems? *

3 months

12 months

3 years

How urgently do you need these problems fixed? *

3 months

6 months

12 months

How much is your budget?

£15k - we want to improve our processes

£40k - we are a small business and want to tidy up our numbers

£60k - we are quite a large business, data really needs to be collated and we are fully committed to resolving it

Specify your budget

11/11

How did you first hear about us? *

Referral

Google

Other