First Name
Last Name
Email
What are your annual collections? Less than $1,500,000$1,500,000 to $2,000,000$2,000,000 to $2,500,000More than $2,500,000
Describe your experience with your current CPA.
Do you know what you currently pay for Tax & Accounting? YesNoN/A
Iif yes, what you are currently paying per month? Enter an approximate value WITHOUT the $ symbol..
How frequently do you receive financials? MonthlyQuarterlyAnnuallyRandomlyLate
How many times do you speak to your CPA each year? 1233+
Who does bookkeeping data entry? I do the books myselfMy spouseAn office manager or team memberIn-house bookkeeperOutsourced bookkeeperIn-house accounting staffMy CPA keeps the books
What bookkeeping or accounting software do you use? Quickbooks OnlineQuickbooksXeroOther
What are your expectations of working with an accounting team?
Would you be willing to answer a few more questions so that we can have a more productive consult? YesNo
Do you know how to read a Profit & Loss sheet? YesNoN/A
Do you know how your tax gets generated? YesNoN/A
Do you understand how to set taxes aside in a separate bank account? YesNoN/A
Do you set annual collections goals? YesNoN/A
Do you incentivize around them? YesNoN/A
Do you set a personal take-home income goal? YesNoN/A
Do you know how to track your personal income? YesNoN/A
Do you know how your business debt relates to your tax burden? YesNoN/A
Do you have any other comments or questions you would like us to discuss during our call?
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