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AU
UK
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Menu
Home
Helpful Link
About Us
Resources
Founder’s Note
Services
Paraplanning
Accounting
Administrative Support
Blog
Contact Us
Edit Template
AU
▾
AU
UK
UK Assessment
Name
*
Email Address
*
Phone
1. Which country does your business primarily operate in?
Australia
United Kingdom
2. What best describes your business?
Financial Advisory Firm
Accounting Practice
Mortgage Broker
Bookkeeping Firm
SMSF Specialist
Wealth Management Firm
Tax Practice
Other
3. How many people currently work in your business?
Just me
2–5
6–10
11–20
21–50
50+
4. Approximately how many active clients do you currently serve?
Less than 100
100–250
250–500
500–1000
1000+
5. How long has your business been operating?
Less than 1 year
1–3 years
3–5 years
5–10 years
10+ years
6. Which activities consume the most time in your business? (Select all that apply)
Administration
Paraplanning
Bookkeeping
Payroll
Client Follow-up
Compliance
Document Preparation
Data Entry
Email Management
Scheduling
7. What is your biggest operational challenge?
Staff shortage
High operating costs
Slow turnaround time
Difficulty hiring
Inconsistent quality
Compliance workload
Technology issues
Email Management
Scheduling
8. How do you currently manage repetitive tasks?
Entirely Manual
Excel / Spreadsheets
Practice Management Software
CRM System
Automated Workflows
9. How often do operational delays affect your clients?
Never
Occasionally
Monthly
Weekly
Daily
10. If you could eliminate ONE business bottleneck today, what would it be?
Hiring
Administration
Client Service
Documentation
Compliance
Cost Reduction
11. How confident are you in your current team's capacity?
Very Confident
Mostly Confident
Neutral
Limited Capacity
Completely Overloaded
12. Have you experienced difficulty hiring skilled staff?
Never
Occasionally
Frequently
Constantly
13. Which role is currently hardest to recruit?
Administrator
Paraplanner
Accountant
Bookkeeper
Mortgage Processor
Client 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)
Xero
QuickBooks
MYOB
Xplan
AdviserLogic
Intelliflo
Salesforce
Zoho
Microsoft 365
None
17. How would you rate your technology stack?
Excellent
Good
Average
Needs Improvement
18. Are your business processes documented?
Fully Documented
Mostly Documented
Partially Documented
Not at all
19. How often do you review your operational performance?
Weekly
Monthly
Quarterly
Yearly
Never
20. What is your biggest business goal over the next 12 months?
Grow Revenue
Reduce Costs
Hire Staff
Improve Client Experience
Increase Capacity
Expand Into New Markets
21. How quickly do you expect your business to grow?
Stable
10%
25%
50%
Double (100%+)
22. Would reducing operational costs help you grow faster?
Definitely
Probably
Not Sure
No
23. If you could save 15–20 hours every week, where would you spend that time?
Client Meetings
Business Development
Marketing
Team Training
Family/Personal Time
Strategic Planning
24. What would success look like for your business in the next 12 months?
Increase Profitability
Improve Work-Life Balance
Grow Client Base
Reduce Stress
Build a Stronger Team
Scale Without Increasing Overheads
Analysing Your Business
📋
Reviewing Your
Responses
→
📊
Comparing Industry
Benchmarks
→
🧮
Calculating Business
Health Score
→
💡
Generating
Recommendations
→
📄
Preparing Your
Report
Your Score
Submit
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