Client Profile

We use this information to provide you with tailored financial commentary and analysis. The more context you share, the more relevant our insights become. Not every section will apply. Fill in what you can.

Your Industry

What does your business do? This is the foundation for everything else.

Business Name(Required)

Industry(Required)

Description(Required)

Seasonality

Does your business have busy and quiet periods? This helps us interpret your numbers in context rather than flagging normal seasonal dips as concerns.

Quiet months

Busy months

Seasonality notes

Business Model

How does your business operate and reach its customers?

Locations / channels

Products / services

Revenue & Pricing

How does your business make money? This helps us interpret revenue movements correctly.

Revenue Type

How you price

Revenue notes

Team Structure

Who works in the business? This helps us interpret wage costs and understand your operational capacity.

Total staff

Team notes

Team breakdown

Key Financial Characteristics

The financial realities of your business that should shape how we interpret your numbers. Don't worry about being precise — even rough descriptions help

Cost Structure

Cash flow

Margins

Key numbers that matter

Your Goals & Situation

Understanding what you're working toward helps us frame our advice around what actually matters to you

Business orientation

Long-term plans

Risk appetite

Risks & Sensitivities

Anything on the horizon that could affect your business? We'll only reference these when they're relevant to your numbers.

Known risks

Current Priorities

What are you focused on right now? This helps us frame your results against what you're trying to achieve

Focus areas

Anything Else

Anything that doesn't fit neatly above but would help us understand your business better.

Additional notes

Home About luca Accounting Business Development Blog Contact

PO Box 951, Waikato Mail Centre, Hamilton, NZ.

021 033 2707

info@luca.kiwi

Website by Creative Buzz.