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Company Assessment

(Please select the best option)

Yes

No
Organizational:
Any plans for downsizing, rightsizing, re-organizing your business?

 

 
Any need for coaching individual(s) who you would like to salvage?

 

 
Are you planning to add staff?

 

 
Are you facing internal obstacles that slow or prevent goal accomplishment?

 

 
Are internal communications satisfactory within the organization?

 

 
Is there stress within the management team?

 

 
Operations:
Does your CPA firm provide value-added, creative tax strategies?

 

 
Do you receive timely business performance information to make informed decisions?

 

 
Does your CPA firm really understand your business and take a proactive role?

 

 
Are you going through a business transition (i.e. stock or asset sale)?

 

 
Do you need to address corporate/contract matters that have been neglected?

 

 
Are you needing or facing commercial litigation?

 

 
Are process inefficiencies causing overhead expenses to grow?

 

 
Are you satisfied with current business computer systems?

 

 
Are your internal projects going well, on track, and on budget?

 

 
Is your current space utilization effectively maximized (i.e. sf/employee)?

 

 
Are you leveraging your facilities as a competitive weapon?

 

 
Does management have timely access to information for effective decisions?

 

 
Are you making effective use of all the data in your ERP system?

 

 
Do you have plans for using an Intranet to deliver information to your people?

 

 
Are you satisfied with your ability to support expanding communication needs?

 

 
Do you have unmet installation, configuration, repair or support needs?

 

 
Do you need more reliable, rapid repair on any computer system failures?

 

 
Are regulatory compliance costs less than 5% of manufacturing costs?

 

 
Are you planning to expand your operation and want to reduce hazardous waste generation in the process?

 

 
Are you a metal finisher who requires a discharge permit?

 

 
Marketing:
Are you satisfied with current growth and profitability?

 

 
Are competitors eroding your market position?

 

 
Do you know what customers really think about your products and services?

 

 
Personal Finance:
Do you have a business succession plan?

 

 
Is your company retirement plan effective for your organization?

 

 
Have you updated your estate plan lately?

 

 
                                                                                   

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