Your Business Journey Questionnaire

This is the first stage of looking at your business to develop an understanding of your business, its journey to now and where you are heading as well as identifying the key activities of your business i.e. how you make money.

Don't feel like filling in a form today? Just give us a call and we can talk you through it with a friendly chat.
Phone 027 308 0103

Your Details
Name
Email
Phone
Area CodePhone Number
Business details
Company Name:
Trading Name:
Business Location(s):
Owners and Positions:
Number Of Staff:
Staff Structure:
Systems used (e.g. Xero - include operations or POS systems):
Current Position: Where is your business now?
What business are you in?
Why did you get into this business?
Who are you in the business?
What are the key frustrations in the business?
How’s business?
Future Business – where would you like your business to be?
What is your vision of your business – 2 to 5 years in the future?
What is holding you back?
Who are you in this future business?
What are the key risks to achieving the future vision?
What is your exit strategy? Your end goal?
Financial and operational information
Do you understand your business financials?
How often to you review the performance of the business?
Describe your operational system and how it relates to your financials
Anything else?
Next Steps

I'd prefer a follow up phone call
Please contact me via email
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Financial
Review

Achieving sustainable increase in business cashflow with Your CFO

Policy &
Procedure

Targeted policies and procedures that achieve the results you need

Strategy
Development

Strategies for sustainable development within your business

Analytics &
Implementation

Analysing business trends and implementing sustainable systems

Mobile: 027 308 0103 • Email: Rachael@cfopartner.co.nz

Your Business Journey Questionnaire

Your Details

Business details

Current Position: Where is your business now?

Future Business – where would you like your business to be?

Financial and operational information

Financial Review

Policy & Procedure

Strategy Development

Analytics & Implementation

Financial
Review

Policy &
Procedure

Strategy
Development

Analytics &
Implementation