In today’s dynamic business landscape, having a dedicated CFO is vital, but not always feasible. That’s where VCFO steps in, offering expert financial guidance without the hefty price tag of a full-time executive.
Following is the basic questionnaire to be filled in by the client to avail VCFO services. You can download the questionnaire in word format provided here.
Click here to download the Questionnaire in word format
Click here to download the Questionnaire in Excel format
Details of the VCFO Questionnaire:
Client Information:
- Company Name:
- Contact Person:
- Contact Email:
- Contact Phone Number:
- Business Type: (e.g., LLC, Sole Proprietorship, Partnership)
- Business Industry/Field:
Accounting Services and Requirements:
- Date of Company Establishment:
- Existing Accounting Process or System: (Yes / No)
– If yes, please provide a brief overview:
- Number of Average Monthly Transactions: (deposits, withdrawals, transfers, expenses, sales)
- Current Accounting Software Usage: (Yes / No)
– If yes, please specify the software:
- Preferred Accounting Software: (Yes / No)
– If yes, please provide reasons for your preference:
- MIS Report Frequency: (Monthly / Quarterly)
- Accounting Data Sharing Preference: (Physical / Online)
Compliance Services:
- Audit Services Requirement: (Yes / No)
– If yes, please provide specific details or requirements related to auditing:
- VAT Services Requirement: (Yes / No)
– If yes, please provide specific details or requirements related to VAT:
- Taxation Advisory Services Requirement: (Yes / No)
– If yes, please provide specific details or requirements related to taxation:
- Company Formation and Legal Structuring Requirement: (Yes / No)
– If yes, please provide specific details or requirements related to company formation and legal structuring:
- Employee Benefits and Payroll Compliance Requirement: (Yes / No)
– If yes, please provide specific details or requirements related to employee benefits and payroll:
Additional Comments or Requirements:
- Additional Comments: (Please provide any specific requirements, preferences, or details)
As part of our VCFO services, Spectrum Audit provides thorough oversight throughout the financial management process. We ensure meticulous attention to detail in managing your company’s finances, from optimizing assets and liabilities to enhancing shareholder value. Our team assists in streamlining financial operations, offering strategic advice, and implementing solutions to drive business growth. With our expertise, we help businesses navigate complexities and achieve their financial objectives effectively. Contact us today to learn more about how our VCFO services can support your business.
For more information regarding your VCFO requirements, feel free to contact us at +971 4 2699 329 or email us at [email protected].