01 BUSINESS PROFILE
How would you describe your current business stage?
02 FINANCIAL SCALE
Approximately what is your annual business revenue?
03 TAX STRATEGY
When do you usually discuss tax planning with your accountant?
04 CASH FLOW
How clear are you on your expected cash flow for the next 90 days?
05 STRUCTURE & ASSETS
How confident are you that your current business structure is still right for your business?
06 ADVISORY RELATIONSHIP
Before making a major business decision, how often do you speak with your accountant or adviser?
07 IMMEDIATE NEEDS
Which area of your business currently requires the most immediate support?
08 ADVISORY QUALITY
How would you rate the level of proactive advice you currently receive from your accountant?
09 FUTURE PLANNING
Are there any major business decisions or changes planned in the next 12 months?
10 INDUSTRY
Which category best describes your primary industry?
11 CURRENT SETUP
Do you currently work with an accountant?
12 CORE MOTIVATION