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Services
ALL SERVICES
SPECIALIST TAX ADVICE
ANNUAL ACCOUNTS & TAX
BUSINESS PERFORMANCE
FULL FINANCE FUNCTION
CARBON ACCOUNTING
Client Stories
ADVERTISING
FMCG
MEDIA
TECHNOLOGY
TOURISM
Thrive
Community
About
ABOUT US
OUR PEOPLE
B CORP
SUSTAINABILITY
BUSINESS FOR GOOD
CAREERS
Contact
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1. What is your business structure (entity type)?
Sole trader
Company
Partnership
Trust
Co-operative
Non-profit
Joint venture
2. How many owners does your business have?
1
2
3
3-5
More than 5
3. What is your agency's annual revenue?
Under $100,000
$100,000 - $500,000
$500,000 - $1 million
$1 million - $5 million
Over $5 million
4. How long has your agency been in operation?
Less than 1 year
1-3 years
3-5 years
5-10 years
Over 10 years
5. What is your primary service offering?
6. How many employees do you have?
1-5
6-10
11-20
21-50
Over 50
7. What is your average project value?
Under $1,000
$1,000 - $5,000
$5,000 - $10,000
$10,000 - $50,000
Over $50,000
8. What is your gross profit margin?
Not sure
Under 20%
21-30%
31%-40%
41%-50%
Over 50%
9. How often do you review your agency's financial performance?
Not sure
Weekly
Monthly
Quarterly
Annually
Never
10. What is the average duration of your client contracts?
Not sure
Less than 1 month
1-3 months
4-6 months
7-12 months
Over 12 months
11. How would you rate your financial management skills?
Poor
Below Average
Average
Good
Excellent
12. What is your primary method of billing clients?
Hourly rate
Fixed project fee
Retainer
Commission-based
Other
13. Do you use financial software for managing your agency's accounts?
Yes
No
13b. If you answered 'yes' to the previous question, please note the name of your financial software here.
14. Have you experienced cash flow problems in the last year?
Yes
No
15. What is the main financial challenge your agency faces?
Cashflow management
Client payment delays
High operational costs
Budgeting and forecasting
Other
16. What percentage of your revenue is from repeat clients?
0-20%
21-40%
41-60%
61-80%
81-100%
17. What was your revenue growth rate last year?
Negative growth
0-10%
11-20%
21-30%
Over 30%
18. What is your client retention rate?
0-20%
21-40%
41-60%
61-80%
81-100%
19. How do you primarily acquire new clients?
Referrals
Networking
Online marketing
Traditional advertising
Other
20. Do you have a budget for marketing and advertising your agency?
Yes
No
21. Do you plan to increase your marketing and advertising budget in the next 12 months?
Definitely not
Probably not
Unsure
Probably
Definitely
22. What is your outlook on client acquisition for the year ahead?
Very pessimistic
Pessimistic
Neutral
Optimistic
Very optimistic
23. How do you forecast your agency's financial performance?
Based on historical data
Market trends
Guesswork
Don't forecast
24. Have you raised your prices in the last year?
Yes
No
25. How do you handle unpaid invoices?
Write them off as bad debts
Pursue legally
Negotiate payment plans
Other
26. Which of the following professionals does your firm use at least once a year?
Accountant
Bookkeeper
CFO
Lawyer
Broker (insurance or finance)
Other
27. What is your agency's primary financial goal for the next year?
Higher revenue
Increase profit
Bigger shareholder dividends
Pay down debt
Reduce costs
Other
28. Do you have a written-down business plan?
Yes
No
Not sure
29. What is your exit strategy from your agency?
Don’t have one
Bought out by other shareholders/staff
Sell as a going concern
Wind up the business
Other
30. How confident are you about your agency's revenue growth in the next 12 months?
Worried
Unconfident
Neutral
Confident
Very confident
31. Do you anticipate hiring more employees in the next 12 months?
Definitely not
Probably not
Unsure
Probably
Definitely
32. How likely is your agency to expand its service offerings in the next year?
Very unlikely
Unlikely
Neutral
Likely
Very likely
33. What is your expectation for the creative industry market in New Zealand in the next 12 months?
Significant decline
Slight decline
No change
Slight growth
Significant growth
34. Do you plan to invest in new technologies or tools for your agency in the next year?
Definitely not
Probably not
Unsure
Probably
Definitely
35. How do you feel about the year ahead?
Give yourself a rating between 0 and 100. Above 50 and you’re feeling confident. Below 50 and you’re expecting this year to be worse than last year.
0-10
11-20
21-30
31-40
41-50
51-60
61-70
71-80
81-90
91-100
36. Are you considering any strategic partnerships or collaborations in the next year?
Definitely not
Probably not
Unsure
Probably
Definitely
37. How likely are you to seek external funding or investment for your agency in the next 12 months?
Very unlikely
Unlikely
Neutral
Likely
Very likely
38. Do you feel you have a healthy work/life balance?
Always
Mostly
Sometimes
Never
39. What was your agency's expenditure on social and environmental initiatives in the last year?
$0
Less than $1,000
$1,000-$5,000
$10,000-$20,000
More than $20,000
What is your name?
First
Last
What is your email address to send the report to?
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