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:
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Question 1 of 9
Are you the owner of an Accounting or Bookkeeping practice?
Yes
No
If No, please request that the owner completes this questionnaire.
Question 2 of 9
Are you the sole owner, or are there other partners? If so how many and what are their names?
Question 3 of 9
How long has your practice been in operation for?
Less than 2 years
2 - 5 years
5 - 10 years
10+ years
Question 4 of 9
What is the current annual revenue of your practice?
$0 - $300,000
$300,000 - $600,000
$600,000 - 1,000,000
$1 - 2 million
$2million +
Question 5 of 9
How many staff do you currently employ?
Question 6 of 9
Which of these current states best describe your situation?
I am working too many hours and am so busy I don't have any time to work on growing my business
I need to hire but I can't find the right staff to do the job properly and end up doing a lot of the work myself
I struggle to keep staff and am tired of training the next person only to have them leave
I'm overwhelmed by the level of emails, phone calls, meetings, and demands. I need to find a better way of dealing with this.
I want to know the best way to grow my business without working harder
My business is growing fast. I need to know how to best keep up with the growth
I really need to do more marketing and find new clients / business
I want to acquire other firms to grow my business
Question 7 of 9
On a scale of 1 to 10, how ready are you to take action and work through the challenges of growing your business?
1 - Not ready at all, just too busy, cash flow is too tight and I won't be able to give this any attention.
2
3
4
5 - cannot be selected
6
7
8
9
10 - Fully invested in growing my business, I'm coachable & I am open to taking advice
Question 8 of 9
Business Trading Name
Question 9 of 9
Your Details:1. Your name2. Website URL3. City, Country4. Best mobile num. to reach you