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Book Your Strategy Call To Learn How To Implement This In Your Accounting or Bookkeeping Firm

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Question 1 of 11

Are you the owner of an Accounting or Bookkeeping business?

A

Accounting

B

Bookkeeping

C

Both Accounting & Bookkeeping

D

I'm not the owner (if so, please have the owner complete this application)

Question 2 of 11

How long has your business been in operation for?

A

Less than 2 years

B

2 - 5 years

C

5 - 10 years

D

10+ years

Question 3 of 11

How many owners of the business are there?

Question 4 of 11

How many Full-Time Equivalent (FTE) staff do you currently employ?

Question 5 of 11

What was your annual gross revenue for the last full financial year?

A

Less than $250,000

B

$250,000 to $600,000

C

$600k - $1million

D

$1million +

Question 6 of 11

If you've struggled to grow or scale your business, tell me about the challenges you are encountering? 

Question 7 of 11

What do you think you need most to grow your business right now?

(Select all that apply)
A

More time

B

Better organisational structure

C

Better team structure (the right people in the right seats)

D

Better systems and processes (to produce more work more efficiently)

E

Better marketing and sales system (to find and convert more clients)

F

Other...

Question 8 of 11

Which of these current states best describe your situation?

(Select all that apply)
A

I am working too many hours and am so busy I don't have time to work ON my business

B

I can't find the right staff to do the job properly and end up doing a lot of the work myself

C

I'm overwhelmed by the level of emails, phone calls, meetings, demands on me coming from clients and staff

D

I want to know what technology I should be using to become as efficient as we can in producing work and serving clients in better ways

E

I want to grow my business and I just want to know the best way of doing so that doesn't mean me working more hours or any harder to achieve that growth

F

My business is growing fast and I need to make sure the systems and processes keep up with the growth

G

I really need to find new clients and / or new business to continue growing my business

H

I want to and am ready to acquire other firms to grow my business

I

I want to sell my firm

Question 9 of 11

Do you have access to resources to be be able to invest in the growth of your business?

A

No

B

Yes

Question 10 of 11

On a scale of 1 to 10 --- 1 being not ready at all, 10 being fully invested in growing your business --- how ready are you to take action to overcome the barriers to growing your business?

A

1 - Not ready at all

B

2

C

3

D

4

E

5 - cannot be selected

F

6

G

7

H

8

I

9

J

10 - Fully invested in growing my business

Question 11 of 11

What is your:
1. Full Name
2. Firm Name
3. City, Country
4. Mobile/Cell number

Confirm and Submit