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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.

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Question 1 of 9

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 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?

A

Less than 2 years

B

2 - 5 years

C

5 - 10 years

D

10+ years

Question 4 of 9

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 9

How many staff do you currently employ?

Question 6 of 9

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

B

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

C

I struggle to keep staff and am tired of training the next person only to have them leave

D

I'm overwhelmed by the level of emails, phone calls, meetings, and demands. I need to find a better way of dealing with this.

E

I want to know the best way to grow my business without working harder

F

My business is growing fast. I need to know how to best keep up with the growth

G

I really need to do more marketing and find new clients / business

H

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?

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 9

Business Trading Name

Question 9 of 9

Your Details:
1. Your name
2. Website URL
3. City, Country
4. Best mobile num. to reach you

Confirm and Submit