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WizeGrowth Discovery Questionnaire

To make sure we can assist you in the best possible way, please complete this short questionnaire and our team will be in touch with your next steps:

Click the button below to start.

Start

Question 1 of 8

Are you the owner of an Accounting or Bookkeeping practice?

A

Yes

B

No

C

If No, please request that the owner completes this questionnaire.

Question 2 of 8

Are you the sole owner, or are there other partners? If so how many and what are their names?

Question 3 of 8

How long has your practice been in operation for?

A

Less than 2 years

B

2 - 5 years

C

5 - 10 years

D

10+ years

Question 4 of 8

What is the current annual revenue of your practice?

A

$0 - $300,000

B

$300,000 - $600,000

C

$600,000 - 1,000,000

D

$1 - 2 million

E

$2million +

Question 5 of 8

How many staff do you currently employ?

Question 6 of 8

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 any time to work on growing my business the way I'd like to

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

J

I want someone to tell me what I need to fix and keep me accountable to taking action

Question 7 of 8

On a scale of 1 to 10, how ready are you to take action and work through the challenges of growing your business?

A

1 - Not ready at all, just too busy, cash flow is too tight and I won't be able to give this any attention.

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, I'm coachable & I am open to taking advice

Question 8 of 8

Your Details:
1. Your name
2. Business Trading Name
2. Website URL
3. City, Country
4. Best Contact Number 

Confirm and Submit