Agency Survey - Greenhawk Chartered Accountants

1. What is your business structure (entity type)?

2. How many owners does your business have?

3. What is your agency's annual revenue?

4. How long has your agency been in operation?

5. What is your primary service offering?

6. How many employees do you have?

7. What is your average project value?

8. What is your gross profit margin?

9. How often do you review your agency's financial performance?

10. What is the average duration of your client contracts?

11. How would you rate your financial management skills?

12. What is your primary method of billing clients?

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?

16. What percentage of your revenue is from repeat clients?

17. What was your revenue growth rate last year?

18. What is your client retention rate?

19. How do you primarily acquire new clients?

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?

22. What is your outlook on client acquisition for the year ahead?

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?

28. Do you have a written-down business plan?

Yes	No	Not sure

29. What is your exit strategy from your agency?

30. How confident are you about your agency's revenue growth in the next 12 months?

31. Do you anticipate hiring more employees in the next 12 months?

32. How likely is your agency to expand its service offerings in the next year?

33. What is your expectation for the creative industry market in New Zealand in the next 12 months?

34. Do you plan to invest in new technologies or tools for your agency in the next year?

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.

36. Are you considering any strategic partnerships or collaborations in the next year?

37. How likely are you to seek external funding or investment for your agency in the next 12 months?

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?

What is your name?

First Last

What is your email address to send the report to?

Want to find out how Greenhawk helps agencies like yours thrive financially?

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