CLAIM YOUR SEAT TODAY

Congratulations you have taken the first step to get back control of your business and start working towards business freedom.

Just complete the following questions for the first step to get control of your business and find freedom.

Enjoy The Moment

Lloyd Richardson FCPA
FIRST NAME:

SURNAME:
Email Address:
What Industry do you operate in?
Plumbing
Electricial
Building
Building repairs
Carpentry
Bricklaying
Air Conditioning
Other
What was you business turnover for the last financial year?
Less $100,000
$100,001 to $200,000
$200,001 to $300,000
$300,001 to $500,000
$500.001 to $1,000,000
$1,000,000+
What accounting software do you use in your business?
MYOB
Xero
Quickbooks
SAGE
Other
Are you up to date with your business BAS lodgement?
Yes
No
I don't account for GST
Have you lodged your last years business tax returns?
Yes
No
What software do you use for job quoting, invoicing and staff control?
ServiceM8
Simpro
GeoOp
None
How many Staff do you employ in your business?
None
1 to 5
6 to 10
11 to 15
16 to 20
20+
Are your Debtors (Accounts Receivable) paying your business on-time?
Yes
No
Do you offer your clients the ability to pay your invoice via Credit Card?
Yes
No
Do you use any software to record your business receipts?
Yes
No
Do you have a website?
Yes
No
What is your current cash flow circumstances in your business?
Crucial
No good
Good
OK
Excellent
How is your collection of your outstanding business invoices? (Debtors /Accounts receivable)
Crucial
Not good
Good
Excellent
N/A
How is your current situation on recording of your business receipts?
Excellent
Ok
Average
Poor
Help
Do your customers pay your invoice directly after completing a job?
Always
Mostly
Sometimes
Never
Help me
What is your current situation on the process of quoting for jobs?
Excellent
OK
Poor
Don't quote
Help me
How is your current process on the preparation of an invoice in your business?
Excellent
OK
Poor
Time consuming
Help
How is the implementation of OH&S in your business?
Under control
OK needs a liitle improvment
Not that good
None not doing it
Help
How is your current situation concerning the preparation of the BAS?
Excellent all OK
Ok but could improve
Poor
Way behind
Help
How is your current situation in the preparation of your payroll?
Great
OK most times
Poor
Bad - making too many mistakes
Help
What is the current situation on the preparation of your annual taxation returns?
Excellent - my Accountant does it
Ok - But my not that happy with my accountant
Good
Poor - Not happy with my accountant
Help
I complete it myself
How would you rate getting more clients?
Crucial
Very important
Important
Not important at the moment
Not interested
How would you rate getting more staff for your business?
Crucial
Very important
Important
Not important at the moment
Not interested
How would you rate having more holidays in your business?
Crucial
Very important
Important
Not important at the moment
Not interested
What software do you use?

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