Quick Questionnaire
Interested in working with us? We’d love to explore this. Please complete this quick questionnaire, and on submission there will be a link where you can book a 15 minute discovery call. Thank you, the PPF Team x
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
-
Area Code
Phone Number
Business Name
*
Website address
Please confirm you are set up as a Limited Company
*
Yes - I'm a limited company
Not yet - I'm looking to get set up as a limited company
Not yet - I'm looking to transition from sole trader to limited company
How can we help you? (Choose all that apply)
*
Getting going
Keeping the tax man happy
System Efficiencies
Making my business work for me
Other
What type of business do you have?
*
Tell us a little about your business - size & age of your limited company? Industry?
What's most important to you? (Choose 1 or 2 that apply)
*
Getting my reports/accounts quickly
Finding the cheapest accountant
More time for self/family/outside of work
Not having to do my own bookkeeping/accounts
Not being surprised with unexpected tax bills
Grow my business
Taking time out to look at my business objectively
Other
Do you have a business plan?
*
Yes
No
What drives you crazy? Keeps you up at night?
*
Do you use Xero?
*
Yes
Not yet - I would like to!
If you currently don't use Xero, what software do you use (if any)?
If you currently use Xero do you use any add on apps?
On a scale of 1-5 how would you rate your understanding of your own financials?
1
2
3
4
5
Do you have any questions for us?
How did you hear about us?
Submit
Should be Empty: