Client Questionnaire

Thank you for completing the following questionnaire.

The information we will ask for will help us tailor a quote for you.

Once you have submitted the questionnaire we will endeavour to get back to you within the next couple of days.
Please enter the name of your Company*
Please enter your name*
Please enter your position in the company*
Please enter your email address*
This is the address we will use for all future correspondence

To enable us to ensure we are offering the right level of service please can you provide the following information.
Turnover*
Please provide an estimate of the expected annual turnover for the current financial year
- up to £250k
- £250k - £1m
- £1m+
Employees*
Please provide the current number of employees paid by the business

Whether it is simply filing your annual accounts, outsourcing your full finance function or access to a part-time FD we have a team of experts who can provide a range of products and services backed by years of commercial experience
Please tick all those that you would be keen to explore
Xero transfer & training
We think Xero is great and we are Xero experts. As such we ask all our clients to use it so we can bring our A-game to your business
- Xero transfer & training
Compliance
We will produce and file your report and accounts as well as corporation tax. We can also complete your self assessment
- Compliance
Outsourced Finance team
Whether it's help with all aspects of bookkeeping ,VAT returns or processing payroll outsourcing your Finance team can give you access to all the expertise required with the ability to flex up as you grow
- Outsourced Finance team
Finance Business Partners
Our Finance Business Partners are there to take you through your management report and cashflow which is focussed on helping you understand your business trajectory rather than just the historic results
- Finance Business Partners
Part-time Finance Director
As you grow you may need the expertise and guidance that a Finance Director can provide - whether this is advising on potential investments or sitting on the Board we are able to bring over 50 years of commercial experience as and when it is needed
- Part-time Finance Director

We are passionate about helping ambitious businesses grow and achieve their dreams. As part of getting to know you we would look to explore your dreams and aspirations for your business and how we can help you achieve your goals
Aspirations for your business
Please let us know in less than a traditional tweet what your elevator pitch would be

Thank you for getting into contact with FD Works. Please press submit and we will get back to you shortly to arrange a follow-up call