Business needs assessment

Date: 02 September 2013
  • Do you find that you are spending all of your time in your business and not on your business?
  • Has your business lived up to your expectations?
  • Do you have concerns about cash flow?
  • Do you have a documented procedures/systems manual?
  • What has your staff turnover rate been in the past three years?
  • Do you have adequate systems for calculating payroll/PAYE/GST?
  • Do you worry about your income tax commitments?
  • Do you have a current marketing plan?
  • When do you hope to retire and have you worked out what income you will need to support your retirement lifestyle?
  • Are you comfortable that you have adequate business, life, medical, trauma and accident, and sickness cover in place?
  • How well defined is your business succession plan? 

We have a comprehensive, thought provoking questionnaire that will ask all of the above questions and more.  Your responses will help us to provide you with the business advice you really need.

You do not need to be a client of ours to take advantage of this service.

Give us a call to discuss.


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