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Preliminary Financial Review

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What are your primary revenue streams or profit centers?^*

Product sales

Services

Subscriptions/retainers

Projects

Licensing/royalties

Other

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What are your major cost centers, and what approximate % of your expenses do they represent?^*

List your major cost centers and an approximate percentage for each (e.g., Payroll 40%, Rent 10%, Marketing 15%).

	0-20%	20-40%	40-60%	60-80%	>80%
Operations

Marketing

Logistics

Payroll

Technology

Rent/Admin

Compliance/Legal

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Do you currently keep track of your fund utilisation?^*

Yes, monthly

Yes, quarterly

Not regularly

We don’t calculate it

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How do you currently manage your finance function?^*

In-house accountant/team

Outsourced bookkeeping/company

Hybrid

Founder/owner does it

No system in place

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What tools/software do you currently use for accounting and finance?^*

QuickBooks

Xero

Zoho Books

Tally

SAP / Netsuite

Excel-based

None

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Are you looking to optimize or reduce costs in any specific area?^*

Payroll cost

Finance & accounting operations

Inventory/COGS

Marketing ROI

Vendor costs

Overheads & admin

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Are you planning to raise funding in the next 6–12 months?^*

Yes, actively preparing

Yes, but early stage

Not sure

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What kind of financial insights do you need regularly?^*

Monthly P&L + Balance Sheet

Cash flow forecasts

KPIs & dashboards

Budget vs. actuals

Investor-ready reports

Unit economics

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Which services do you think you currently need support with?^*

End-to-end bookkeeping

Accounts payable/receivable

Payroll processing

Compliance & tax filings

Financial reporting & dashboards

Cost optimization analysis

Virtual CFO services

Investment/funding support

Internal controls & audit readiness

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Preliminary Financial Review

What are your major cost centers, and what approximate % of your expenses do they represent? *

Thank you!

What are your major cost centers, and what approximate % of your expenses do they represent?^*