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Profit & Performance ReviewÂ
Application
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For established service businesses ready to turn strong revenue into stronger profit.
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Name
Email
Phone Number (Optional)
Business Name
Business Website
Social Media Links
What is your annual revenue?
$0 – $1M
$1M – $5M
$5M – $10M
Over $10M
What do you struggle with most when it comes to business finances?
What’s one thing you wish you understood better about your business finances?
What’s your top money goal in the next 12 months? (ie grow profit, improve cash flow, scale, reduce expenses, other)
How committed are you to making changes based on the audit?
1 = Just having a look
2 = Starting to think about it
3 = Open to making changes
4 = Keen to take action
5 = Ready to implement now
Are you open to exploring working with a business strategist to implement the changes?
Yes
No
Are you available during business hours (AEST) for the audit call (up to 45 minutes)?
Yes
No
What accounting software do you use?
Are you willing to share User Only access to your Xero/ other accounting software for purposes of analysis (would only be temporary, and bound by Clare Wood’s privacy statement)?
Yes
No
SUMBIT APPLICATION
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