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Discovery Call Pre-work

To make the most of our Discovery Call, we’ve put together a few quick questions. They help us understand where you're at and what you'd like support with, and they allow us to dive straight into what matters most when we chat.

Do you know roughly how much tax you'll need to pay this financial year?
Have you set money aside to ensure you can make tax payments on time?
Are you able to accurately track who owes you money, and who you owe money to?
Do you produce regular Management Reports?
Do you have a documented Business Plan?
Do you have a plan to exit or sell your business within a specific period?
How well have you achieved these business goals?
How well has your business delivered on your lifestyle goals?

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