SourceHidden 2Hidden 3Email Header<p>Thank you for taking the time to complete the assessment quiz.</p><p>Your individual report is compiled in the PDF attached.</p>Email Footer<p>Many thanks,</p><p><strong>Growing Your Numbers</strong><br>Phone: 0330 350 3356<br>Email: hello@growingyournumbers.com<br>20-22 Wenlock Road, London, N1 7GU<br> </p>Growth PotentialAvailable values for Topic 1Simply count the total number of values someone can possibly achieve. Include all questions from this topic into one score. Does your accountant help you understand and project your growth potential?*No, we see them once a year if that, and we only talk about what happened in the past.They talk about growth, but we don’t get any useful advice or support in this area.They sometimes discuss future growth potential, but not always.They obsess about future, growth potential and the need to plan for success.Oops! Please select one of the options to continue…Exit PlanningAvailable values for Topic 2Simply count the total number of values someone can possibly achieve. Include all questions from this topic into one score. Does your accountant discuss the importance of planning for exit from day one?*No, exit planning is not something my accountant has ever discussed with me.We discussed it when we first became a client, but it is not a core topic of conversation.It is occasionally discussed, but they don’t help me take practical steps to make it happen.My personal objectives are regularly reviewed and Exit Planning is always a focus topic.Oops! Please select one of the options to continue…Profit & CashAvailable values for Topic 3Simply count the total number of values someone can possibly achieve. Include all questions from this topic into one score. Does your accountant help you identify the best way to increase profit and cash flow?*No, business growth and increasing sales, profit and cash flow is not on their agenda.Sometimes, but that normally comes down to things we should do to cut costs.They say this is what they offer, but in practice we don’t get any real growth support.This and progress against plan is always the primary topic of discussion in every meeting.Oops! Please select one of the options to continue…ForecastingAvailable values for Topic 4Simply count the total number of values someone can possibly achieve. Include all questions from this topic into one score. Does your accountant help you plan and forecast future profit and cash flow projections?*No, this is not something my accountant does for us.They talk about the need to control cash flow but don’t provide any help to do so.They provide a very basic forecasting service, but we don’t have any real future visibility.Planning, forecasting and reporting performance vs forecast is a core part of the service.Oops! Please select one of the options to continue…Strategic Tax PlanningAvailable values for Topic 5Simply count the total number of values someone can possibly achieve. Include all questions from this topic into one score. When was the last time your accountant offered or helped you with strategic tax planning, such as identifying tax credits or deductions?*Never - they just focus on getting our annual accounts submitted.They might mention a deduction here or there, but they don't seem to be proactive about it.They've helped me with strategic tax planning in the past, but it's not something we do regularly.My accountant is great at identifying tax credits and deductions that could benefit my business.Oops! Please select one of the options to continue…Performance ReviewAvailable values for Topic 6Simply count the total number of values someone can possibly achieve. Include all questions from this topic into one score. Do you meet your accountant regularly to review performance vs target?*No, once a year at best and even that is just an email exchange and maybe a phone call.We meet once a year to discuss the Year End accounts, but not performance vs target.They talk about reviewing performance vs target, but it's not a service we have discussed.We review the 'Management Pack' as a core part of our regular management meetings.Oops! Please select one of the options to continue…Business EducationAvailable values for Topic 7Simply count the total number of values someone can possibly achieve. Include all questions from this topic into one score. Does your accountant offer financial and exit planning training for you and your team?*No, we have never received any formal guidance relating to financial management or exit planning.Very occasionally they offer events / seminars, but these appear very ad-hoc.They run various events and networking, but don’t offer any formal training / education.Business Growth and Exit Planning training and support are a core part of the service.Oops! Please select one of the options to continue…Systems & ProcessAvailable values for Topic 8Simply count the total number of values someone can possibly achieve. Include all questions from this topic into one score. Does your accountant help you systemise finance, plan and prepare for a successful exit?*No, exit planning is not something our accountant has ever talked about.I don’t know if they offer any form of support or assistance with Exit Planning.They discuss the future and the need to plan, but this is not a service we receive.Systemising the business to make it 'Exit Ready' is central to the service we receive.Oops! Please select one of the options to continue…Outsource FinanceAvailable values for Topic 9Simply count the total number of values someone can possibly achieve. Include all questions from this topic into one score. Does your accountant provide you with a complete outsource finance department?*No, they only provide us with the basic year end accounting services.They offer payroll, VAT and bookkeeping services, but not outsource finance management.They offer Part-Time FD services and other services, but not full outsource finance.We outsource all of our Financial Management and operations to our accountant.Oops! Please select one of the options to continue…SegmentationHave you already considered switching accountants?*Never thought about it until nowIt's crossed my mind but haven't done anything about it yetYes I'm actively looking for a new accountantOops! Please select one of the options to continue…How urgently do you want to address this?*ImmediatelyIn a months timeOops! Please select one of the options to continue…Final Details*One final step before we email you through your PDF report which includes: Your Overall Value Score Your Key Value Areas Why They Are Important for YouYour personalised PDF report will be emailed to you along with relevant tips supporting your score. View our Privacy Policy * Last * * Mobile * Oops! Please enter all details to continue…Identify the lowest topic numberDo not edit me. Showing the {N} lowest Key Areas of Improvement LOWEST(N) ~> LOWEST(2) HIGHEST(N) ~> HIGHEST(2) AND Check to is Total number of Highest / Lowest keys wanted to show on Appearance tab OR: use MIN / MAX and check to is Identify the lowest topic number on Appearance tab Topic 1 GapDo not edit me. Topic 2 GapDo not edit me.Topic 3 GapDo not edit me. Topic 4 GapDo not edit me. Topic 5 GapDo not edit me. Topic 6 GapDo not edit me.Topic 7 GapDo not edit me.Topic 8 GapDo not edit me.Topic 9 GapDo not edit me.Topic 1 Yes Most ImportantDo not edit me Topic 2 Yes Most ImportantDo not edit me.Topic 3 Yes Most ImportantDo not edit me Topic 4 Yes Most ImportantDo not edit me Topic 5 Yes Most ImportantDo not edit me Topic 6 Yes Most ImportantDo not edit me.Topic 7 Yes Most ImportantDo not edit me.Topic 8 Yes Most ImportantDo not edit me.Topic 9 Yes Most ImportantDo not edit me.General Feedback text for Overall score of 0-33%<p>Your current accountant appears to be falling short in key areas that could significantly impact your business growth and financial health.</p><p>It's time to explore options for an accountant who can actively contribute to your success.</p>General Feedback text for Overall score of 34-66%<p>Your accountant is ticking some boxes but missing out on others. While they offer basic services, you're not getting the full spectrum of financial guidance that could elevate your business. </p><p>A discussion about expanding their role or considering a switch might be beneficial.<br> </p>General Feedback text for Overall score of 67-100%<p>Congratulations! Your accountant is a valuable asset, deeply involved in the strategic planning and growth of your business. </p><p>Continue this partnership to further capitalize on opportunities and achieve your business goals.</p>Topic 1 Key Area of Improvement<p class="topic-title"><strong>Growth Potential</strong></p><p>Accountants should be more than just number-crunchers; they should be strategic partners in your business growth. </p><p>By leveraging their financial expertise and understanding of market trends, they can help you identify opportunities for expansion and revenue generation. A good accountant will not only discuss past performance but will also be proactive in planning for future growth. </p><p>They should offer actionable insights and strategies tailored to your business model and industry.<br> </p>Topic 2 Key Area of Improvement<p class="topic-title"><strong>Exit Planning</strong></p><p>Exit planning is a critical aspect of business strategy that should be considered from day one. </p><p>Your accountant should be instrumental in helping you prepare for a successful exit, whether it's a sale, merger, or succession planning. They can assist in valuing your business, optimizing its financial health, and ensuring that tax implications are considered. </p><p>A forward-thinking accountant will regularly revisit and update the exit plan to align with your evolving business goals.<br> </p>Topic 3 Key Area of Improvement<p class="topic-title"><strong>Profit & Cash</strong></p><p>Increasing profit and maintaining healthy cash flow are vital for business sustainability. </p><p>Your accountant should help you explore various strategies to achieve these objectives, from cost-cutting to revenue diversification. They should provide you with tools and metrics to monitor these financial aspects in real-time, allowing you to make informed decisions. </p><p>An accountant who is proactive in this area will be a valuable asset in driving your business success.<br> </p>Topic 4 Key Area of Improvement<p class="topic-title"><strong>Forecasting</strong></p><p>Accurate financial forecasting is essential for strategic planning and resource allocation. </p><p>Your accountant should offer robust forecasting services that provide visibility into future revenue, expenses, and cash flow. They should use sophisticated models tailored to your business and industry, helping you prepare for various scenarios. </p><p>This enables you to mitigate risks and capitalize on opportunities effectively.</p>Topic 5 Key Area of Improvement<p class="topic-title"><strong>Strategic Tax Planning</strong></p><p>Tax planning shouldn't be an afterthought or merely a compliance exercise. </p><p>Your accountant should proactively identify tax credits, deductions, and planning opportunities that align with your business objectives. By doing so, they can significantly impact your bottom line and free up capital for reinvestment. </p><p>Strategic tax planning is a year-round activity that requires regular consultation and updates.<br> </p>Topic 6 Key Area of Improvement<p class="topic-title"><strong>Performance Review</strong></p><p>Regular performance reviews are crucial for tracking progress against targets and making necessary adjustments. </p><p>Your accountant should facilitate these reviews, providing a comprehensive 'Management Pack' that includes key performance indicators, financial statements, and other relevant metrics. </p><p>This not only keeps you informed but also enables you to make data-driven decisions for continuous improvement.</p>Topic 7 Key Area of Improvement<p class="topic-title"><strong>Business Education</strong></p><p>An accountant should be a source of ongoing education for you and your team. </p><p>Whether through formal training sessions, seminars, or informational materials, they should provide insights into critical financial and business topics.</p><p> This empowers you to make informed decisions and fosters a culture of financial literacy within your organisation.</p>Topic 8 Key Area of Improvement<p class="topic-title"><strong>Systems & Process</strong></p><p>Systemising your business is key to scaling effectively and preparing for a successful exit.</p><p> Your accountant should guide you in implementing financial systems and processes that automate routine tasks and enhance operational efficiency. </p><p>This not only streamlines your business operations but also makes it more attractive to potential buyers or investors.</p>Topic 9 Key Area of Improvement<p class="topic-title"><strong>Outsource Finance</strong></p><p>For businesses that don't require a full-time finance department, an accountant can offer a complete outsourced solution. </p><p>This should cover everything from basic bookkeeping and payroll to high-level financial strategy and planning. </p><p>By outsourcing these functions, you can focus on your core business activities while benefiting from expert financial management.</p>Call to Action<p>If you are feeling your current accountant is not giving you the support you need, it's time for a change.</p><p><a href="https://growingyournumbers.as.me/GYNDiscoveryCall">Book your free 15-minute discovery call</a> to discover how we can help you take your business to the next level.</p>Topic 1 Detailed Text for 0-33%<p>d</p>Topic 1 Detailed Text for 34-66%<p>d</p>Topic 1 Detailed Text for 67-100%<p>d</p>Topic 2 Detailed Text for 0-33%Topic 2 Detailed Text for 34-66%Topic 2 Detailed Text for 67-100%Topic 3 Detailed Text for 0-33%<p>d</p>Topic 3 Detailed Text for 34-66%<p>d</p>Topic 3 Detailed Text for 67-100%<p>d</p>Topic 4 Detailed Text for 0-33%<p>d</p>Topic 4 Detailed Text for 34-66%<p>d</p>Topic 4 Detailed Text for 67-100%<p>d</p>Topic 5 Detailed Text for 0-33%<p>d</p>Topic 5 Detailed Text for 34-66%<p>d</p>Topic 5 Detailed Text for 67-100%<p>d</p>Topic 6 Detailed Text for 0-33%Topic 6 Detailed Text for 34-66%Topic 6 Detailed Text for 67-100%Topic 7 Detailed Text for 0-33%Topic 7 Detailed Text for 34-66%Topic 7 Detailed Text for 67-100%Topic 8 Detailed Text for 0-33%Topic 8 Detailed Text for 34-66%Topic 8 Detailed Text for 67-100%Topic 9 Detailed Text for 0-33%Topic 9 Detailed Text for 34-66%Topic 9 Detailed Text for 67-100%Topic 1 %Please only change (edit, add remove) the + part, with the XXX referring to each of the field IDs in the questions in this topic. Topic 2 %Please only change (edit, add remove) the + part, with the XXX referring to each of the field IDs in the questions in this topic.Topic 3 %Please only change (edit, add remove) the + part, with the XXX referring to each of the field IDs in the questions in this topic. Topic 4 %Please only change (edit, add remove) the + part, with the XXX referring to each of the field IDs in the questions in this topic. Topic 5 %Please only change (edit, add remove) the + part, with the XXX referring to each of the field IDs in the questions in this topic. Topic 6 %Please only change (edit, add remove) the + part, with the XXX referring to each of the field IDs in the questions in this topic.Topic 7 %Please only change (edit, add remove) the + part, with the XXX referring to each of the field IDs in the questions in this topic.Topic 8 %Please only change (edit, add remove) the + part, with the XXX referring to each of the field IDs in the questions in this topic.Topic 9 %Please only change (edit, add remove) the + part, with the XXX referring to each of the field IDs in the questions in this topic.Testimonial 1<p><i>What a great find Penneys Accountancy has been. After two years of poor service and overcharging from our previous accountants, we have now got our finances back into great shape. </i></p><p><i>No nonsense good advice, a partnership approach, fair pricing and quick turnaround – what more can you ask for? </i></p><p><i>The R&D relief tax refund was more than icing on the cake too!</i></p><p><strong>David Camp | Alliance HR</strong></p>Testimonial 2<p><i>We were looking for a company to help us understand the business better, to plan for the future and to advise on best courses of action for tax planning. This is exactly what we get from the team at Optics Accounting.</i></p><p><i>We highly recommend Optics Accounting.</i></p><p><strong>KW Building Services Ltd</strong></p>Overall Total NumberAdd in ALL questions below. This will simply add up all questions and give a total number of points for all. Overall Current PercentageCreation note: Change "40" to the number of total points available in this quiz. E.g. Total of 6 questions is 4x6 = "24". Total of 8 questions is 4x8 = "32". etc All topics have 100% scored - MessageDont change Label Final score is LowDo not edit me. Final score is MediumDo not edit me. Final score is HighDo not edit me. Key Area(s) of Improvement Title