Thank you for participating in this survey.

This survey is intended to help you assess your internal capabilities in financial management. It will also help us understand better your business needs.

We serve organizations that are in need of high quality financial management expertise but have limited internal resources to hire a full time expert for the purpose.

Our philosophy is to be a partner to help you fill your need of effective and efficient financial management so you can focus on the other critical needs of your business.

You do not need to be our client to complete this questionnaire and there is no obligation to you by responding to it.

However, if we can be of any assistance or answer any question, please contact Sulo Musyaju or phone 617.335.9597.

1. Please tell us briefly about your product or services.

2. How long you have been in business? (only if you have already started)

Not started Less than a year 1-3 years 3-5 years Over 5 years

3. Do you have written critical business goals for next 2-3 years?

Yes No Currently Processing

4. Do you have a business plan complete with financial projections? (such as 3-5 years projected income statement, cashflow and balance sheet and breakeven analysis)

Yes No

5. What do you consider the most important components of your business plan?
6. Did you find any aspect of business planning challenging or difficult to complete?
If yes, what are they?
7. Below are some major financial management functions.
Would you please tell us how you currently manage these or are likely to manage if your business is new?

Description	Do it myself	Hire full time staff	Hire part time staff	Hire consultant	Comments, if any
Preparing a business plan
Financial projections for business plan
Start up cost estimate
Product costing
Finding loan and/or equity finance
Selecting and implementing accounting system
Annual budgeting, forecasting
Cashflow management
Cost/expense management
Financial control
Key performance review of business
Book-keeping
Accounts Payables and Receivables
Tax Management
Others – please specify

8. For any of the services that you might hire a consultant - do you prefer
a consultant who gets the job done for you or one who also trains and coaches you or your staff on how to do it?

Prefer consultant that gets it done Prefer consultant that coaches me/my staff on how to do it Consultant does it once and also coaches me/my staff

9. What do you consider the most important factors in selecting a consultant?
(for the financial management jobs typically performed by a Finance manager, Director of Finance, controller or CFO etc).

Description	Very important	Somewhat important	Not important	Comments, if any
Price
Delivers what he/she promises on time
Is available when I need/have question
Does what he or she is hired to do and not more than that
Cares about my company's success and shows interest in knowing more about my company
Knowledgeable about the current issues and challenges of my industry
Recognized expert in the field - e.g. has published widely, gives seminars
Affiliation with large accounting/ financial management firms
Others - please specify

10. What is the accounting/finance system you use? (or are most likely to use, if you do not have one yet)

Have not thought about it Use Excel Use QuickBooks Others - please specify

11. Do you have any major business challenges/problems you are currently trying to resolve?

Yes No

If you checked Yes above and would like to describe the nature of the problem you are facing, please do so in the space provided below - this is an optional question:

12. If you have any other critical business needs/problems for which you are currently
seeking help please tell us about it below:

Please enter your name:
Please enter your email address: