The office of
Bruce T. Wills, CA
is located in Barrie, Ontario, Canada, near the sparkling blue waters of Kempenfelt Bay.
Analysis for Business Success
*Please note that all fields are required.
Want to increase your business success? I can help. This online assessment tool has been designed to outline your core business and identify potential growth opportunities. Once you have completed it, I will review the results, prepare a report and then meet with you to discuss recommendations for strengthening your business.
1. Do you feel that the value of your business increasing sufficiently for your market?
Yes
No
2. Do you feel qualified to assess the health and profitability of your business?
Yes
No
3. Do you have a documented Business Plan for the future of your business?
Yes
No
4. Is your Business Plan aligned with your personal goals and values, both short term and long term?
Yes
No
5. What are the 3 most important current or future issues facing your company's performance?
6. Are you assessing Key Performance Indicators for your business on a weekly / monthly / annual / or not at all basis?
7. Are your current systems providing you with the management information you require to make sound business decisions in a timely manner?
Yes
No
8. Are you currently satisfied with your computer systems and the costs associated with it?
Yes
No
9. Are your current systems sufficient to capture client complaints, staff satisfaction, and general feedback?
Yes
No
10. Are you currently satisfied with your team / staff structure?
Yes
No
11. What are your business strengths?
12. What are your business weaknesses?
13. What are your business opportunities?
14. What are your business threats?
15. Do you currently have a Disaster Recovery Plan for your business in the event of an unforeseen interruption?
Yes
No
16. Have you implemented a Privacy Policy according to Federal legislation?
Yes
No
17. Are you satisfied with your marketing efforts?
Yes
No
18. Do you currently have a business succession plan?
Yes
No
19. How many more years do you plan to work before you retire?
20. Are you comfortable with your level of retirement planning to ensure that you will be able to support the lifestyle you desire?
Yes
No
Maybe
21. Does your insurance adequately cover disability, short and long term illness, and death?
Yes
No
Maybe
22. Are you confident that you are taking advantage of all tax planning benefits?
Yes
No
Maybe
23. Are you satisfied with the overall performance of your business?
Yes
No
24. Are you happy with your current daily role in your business?
Yes
No
Sometimes
25. If you could modify your role, what would it look like?
26. How often do you have business strategy meetings? Who are your advisors?
27. Are you happy with your work / life balance?
Yes
No
28. What keeps you awake at night? What are your goals? What are major challenges?
29. Are you happy with the current level of service I provide you? What do you see as the most valuable service I provide? Where could I improve?
30. Has this Client Assessment process provided some value as an opportunity for you to review or think through some issues you may not have time to do otherwise?
Yes
No
31. We would like to implement a 'less paper' system within our year end client process and provide electronic copies of your financial Statements and Income Tax Returns. Is it suitable for you to receive your year end documents in electronic format?
Yes
No
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un secure.
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