STAGE 1
Business Alignment Questionnaire
Estimated time:
5–7 minutes
To ensure we’re the right fit for each other, I ask all prospective clients to complete this short questionnaire before booking a Discovery Meeting.
My work is centred around structured advisory and ongoing improvement, so this helps me understand where you’re at and whether I can genuinely support you.
Thank you.
Thank you for taking the time to complete our
Strategic Alignement Questionnaire.
We will be in touch soon to organise a complimentary virtual
Discovery Meeting.
02/12
What is your approximate annual turnover?
03/12
Are you currently using Xero?
04/12
Are there any outstanding tax returns or BAS lodgements?
05/12
Which best describes your current situation?
What are you primarily looking for from an accountant?
06/12
07/12
What is the biggest issue currently concerning you in your business?
08/12
Why are you considering a change in accountant or adviser?
09/12
Which level of support feels most aligned?
How do you prefer to stay in touch with your accountant during the year?
10/12
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Next
Send
Back
How did you hear about us?
11/12
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Contact Details
Final Section
12/12
Enter your phone number
Enter a valid number like +1555-123-4567
Enter an email
Use an address with (@) and (.)
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