What is the legal structure of your business?

Sole ProprietorClose CorporationPty LtdNon-ProfitNot sure

How long has your business been in operation?

Less than 1 year1–3 years4–7 years8+ years

What's your current monthly turnover (average)?

Less than R50,000R50,000 – R250,000R250,000 – R1 millionMore than R1 million

How do you currently manage your accounting?

Manually / SpreadsheetsBasic accounting software (e.g. Excel or Sage Pastel)Cloud software (e.g. Xero)Outsourced accountantIn-house bookkeeper/accountant

Are your financials up to date and reconcilable to the bank statements?

Yes — up to date and cleanSomewhat — partial or inconsistentNo — needs work

Do you currently prepare monthly management accounts?

YesNoNot sure what that means

Do you have a clear and consistent invoicing and debtor follow-up system?

YesSometimesNo

Do you have an annual budget or financial forecast?

Yes — and I track it monthlyI have a rough planNo — I react month to month

Are all your tax returns (VAT, PAYE, income tax) up to date and submitted on time?

AlwaysSometimesI'm behind

Do you plan to grow, raise funding, or sell your business in the next 3 years?

YesNoMaybe

Which of these would you like help with?

Better cash flow planningReducing my tax billPreparing for funding / investmentFixing or catching up old financialsMoving to Xero or another cloud platformBusiness valuationSuccession planning or exitGeneral business advisory