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1. Which country does your business primarily operate in?AustraliaUnited Kingdom

2. What best describes your business?Financial Advisory FirmAccounting PracticeMortgage BrokerBookkeeping FirmSMSF SpecialistWealth Management FirmTax PracticeOther

3. How many people currently work in your business?Just me2–56–1011–2021–5050+

4. Approximately how many active clients do you currently serve?Less than 100100–250250–500500–10001000+

5. How long has your business been operating?Less than 1 year1–3 years3–5 years5–10 years10+ years

6. Which activities consume the most time in your business? (Select all that apply)AdministrationParaplanningBookkeepingPayrollClient Follow-upComplianceDocument PreparationData EntryEmail ManagementScheduling

7. What is your biggest operational challenge?Staff shortageHigh operating costsSlow turnaround timeDifficulty hiringInconsistent qualityCompliance workloadTechnology issuesEmail ManagementScheduling

8. How do you currently manage repetitive tasks?Entirely ManualExcel / SpreadsheetsPractice Management SoftwareCRM SystemAutomated Workflows

9. How often do operational delays affect your clients?NeverOccasionallyMonthlyWeeklyDaily

10. If you could eliminate ONE business bottleneck today, what would it be?HiringAdministrationClient ServiceDocumentationComplianceCost Reduction

11. How confident are you in your current team's capacity?Very ConfidentMostly ConfidentNeutralLimited CapacityCompletely Overloaded

12. Have you experienced difficulty hiring skilled staff?NeverOccasionallyFrequentlyConstantly

13. Which role is currently hardest to recruit?AdministratorParaplannerAccountantBookkeeperMortgage ProcessorClient Service Officer

14. How much time do senior staff spend on administrative work?Less than 5%5–15%15–30%30–50%More than 50%

15. Have you previously used outsourced or virtual staff?Yes (Successfully)Yes (Mixed Experience)No

16. Which software do you currently use? (Select all that apply)XeroQuickBooksMYOBXplanAdviserLogicIntellifloSalesforceZohoMicrosoft 365None

17. How would you rate your technology stack?ExcellentGoodAverageNeeds Improvement

18. Are your business processes documented?Fully DocumentedMostly DocumentedPartially DocumentedNot at all

19. How often do you review your operational performance?WeeklyMonthlyQuarterlyYearlyNever

20. What is your biggest business goal over the next 12 months?Grow RevenueReduce CostsHire StaffImprove Client ExperienceIncrease CapacityExpand Into New Markets

21. How quickly do you expect your business to grow?Stable10%25%50%Double (100%+)

22. Would reducing operational costs help you grow faster?DefinitelyProbablyNot SureNo

23. If you could save 15–20 hours every week, where would you spend that time?Client MeetingsBusiness DevelopmentMarketingTeam TrainingFamily / Personal TimeStrategic Planning

24. What would success look like for your business in the next 12 months?Increase ProfitabilityImprove Work-Life BalanceGrow Client BaseReduce StressBuild a Stronger TeamScale Without Increasing Overheads

Analysing Your Business

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Reviewing Your Responses

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Comparing Industry Benchmarks

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Calculating Business Health Score

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Preparing Your Report

Analysing Your Business...

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Accounting Services

Outsourcing Accounting

Catch-Up Bookkeeping

Accounts Payable Outsourcing

Payroll Outsourcing

KPIs Reporting

Online Bookkeeping

Financial Reporting

Accounts Reconciliation

Budgeting & Forecasting

Accounts Receivable Outsourcing

Industries

Ecommerce

Healthcare

Hospitality

Media & Marketing

Real Estate

Software Expertise

QuickBooks Accounting

Xero Accounting

Zoho Books Accounting

NetSuite Accounting

MS Business Central Accounting

Hire Virtual Staff

Virtual Accountant

Outsourcing Bookkeeper

Virtual CFO

Locations

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Gold Coast

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Plot No. 1, Shakti Khand 2, Indirapuram, Ghaziabad, Uttar Pradesh 201014

Call Us
+91-767-822-1293

Email Us
support@sargunoutsourcing.com

Opening Hours
10:00AM-07:00PM

Sargun Outsourcing Private Limited is a trusted outsourced accounting service provider, offering bookkeeping, financial reporting, and related support services. We do not provide services that require a licensed public accountant.

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