Business health check

Template Information

Category: general

Template Questions

  • What Industry does your business operate in?
  • What year did your business Commence Trading?
  • How many Employees does your business have?
  • Has the number of Employees changed in the last 3-years?
  • Business Planning
  • If yes, when was it last reveiwed?
  • Business Compliance
  • If yes, when was it last updated?
  • Does our business need any of the following Agreements:
  • Costs to Your Business
  • If yes, do you pay Bank Charges?
  • If yes, when was the last time the costs reviewed?
  • If yes, when was the costs last reveiwed?
  • Which of the following Business Insurances do you currently have for your business
  • If yes, when was the last time they were reviewed?
  • What Accountancy Software do you use?
  • Financial Management:
  • If yes, how often are they completed?
  • If yes, who completes the VAT Returns?
  • How often does your business review Business Performance?
  • Who files your Annual Accounts?
  • If you were to change Accountants what would be the reason?
  • Marketing Your Business
  • If yes, when was it last reviewed?
  • If yes, would you know what your Google ranking is?
  • If yes, when was this completed?
  • Did You use a specialist for Your SEO?
  • How often is it updated?
  • What Marketing Vehicles does your business utilise?
  • How often does your business carryout Marketing?
  • If yes, what is your annual spend?
  • If yes, how often are the results discussed and reviewed?
  • Business Planning:
  • Business Compliance:
  • Costs to Your Business:
  • Marketing Your Business:
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