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 8
Are you the owner of an Accounting or Bookkeeping practice?
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?
Less than 2 years
2 - 5 years
5 - 10 years
Question 4 of 8
What is the current annual revenue of your practice?
$0 - $300,000
$300,000 - $600,000
$600,000 - 1,000,000
$1 - 2 million
Question 5 of 8
How many staff do you currently employ?
Question 6 of 8
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 the way I'd like to
I can't find the right staff to do the job properly and end up doing a lot of the work myself
I'm overwhelmed by the level of emails, phone calls, meetings, demands on me coming from clients and staff
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
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
My business is growing fast and I need to make sure the systems and processes keep up with the growth
I really need to find new clients and / or new business to continue growing my business
I want to and am ready to acquire other firms to grow my business
I want to sell my firm
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?
1 - Not ready at all, just too busy, cash flow is too tight and I won't be able to give this any attention.
5 - cannot be selected
10 - Fully invested in growing my business, I'm coachable & I am open to taking advice
Question 8 of 8
Your Details:1. Your name2. Business Trading Name2. Website URL3. City, Country4. Best Contact Number