Understanding your business We like to research prospective clients before scheduling a call. This helps us to determine if we would be a suitable fit. Please enable JavaScript in your browser to complete this form.Understanding Your Business - Step 1 of 8Personal Information Name *FirstLastEmail *NextCompany Information Company Name *As these categories relate to your business, please provide the number of: LayoutRevenue Streams Selected Value: 0 Clients Selected Value: 0 Jurisdictions Selected Value: 0 Employees Selected Value: 0 Legal Entities Selected Value: 0 PreviousNextFinancial Information How confident are you in your historical accounting data? Selected Value: 0 (0 = not confident at all ; 10 = totally confident) Do you perform a hard monthly close of your accounting data? *YesNoDon't knowHow accurate have your financial forecasts been historically? Selected Value: 0 (0 = not accurate at all ; 10 = totally accurate) PreviousNextStaff Information How experienced is your finance team with technology? Selected Value: 0 (0 = not experienced at all ; 10 = totally experienced) What position does the most senior qualified accountant in the business hold? *BoardC-SuiteHead of DepartmentNo qualified accountants in senior managementDo you employ a qualified accountant in the finance function? *YesNoAre you willing to commit at least 3 days (usually split among multiple team members) to work with us to resolve your FP&A issues? *YesNoPreviousNextInvestor Information 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 confident at all ; 10 = totally confident) 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 confident at all ; 10 = totally confident) How confident are you in the accuracy of the information used to calculate your KPIs? Selected Value: 0 (0 = not confident at all ; 10 = totally confident) How quickly can you update your KPIs on a monthly basis? Selected Value: 0 days What are the plans for your business over the next 24 months? *SellRaise equityRaise debtGrow organicallyBusiness as usualHave you previously sold a business or raised institutional capital? *YesNoPreviousNextTechnical Information Where is your data (sales, accounting, customer information) stored? *All in systemsMix of systems/spreadsheetsAll in spreadsheetsIf we work together, could you provide us with direct access to these data sources? *YesNoHow easy is it for you to share data with the individuals in your organisation who need it? Selected Value: 0 (0 = impossible ; 10 = seamless) PreviousNextProject Information How long have you lived with financial data problems? *3 months12 months3 yearsHow urgently do you need these problems fixed? *3 months6 months12 monthsHow 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 itPreviousNextFinally... How did you first hear about us? *LinkedInReferralGoogleOtherPlease specify: *Finomatic Consulting will only use your personal information to answer your query and to provide the services you requested from us. For more information on how we are committed to protecting and respecting your privacy, please see our Website Privacy Policy. Submit
