Name
*
First Name
Last Name
Phone
(###)
###
####
Email
*
Which Tax Years will you be filing for?
*
Check all that apply.
Who referred you to us?
Personal Income
$50,000-$100,000
$100,000-$250,000
$250,000-$500,000
$500,000+
What is not having your taxes and accounting organized preventing you from doing?
What scares you the most about your taxes?
What is your riskiest interest or hobby (e.g. scuba diving, personal investing)?
What did you like best in working with your previous tax and accounting professional?
What frustrated you most about prior tax and accounting professional?
What is your favorite film or TV series?
What are your top 3 goals for the next 6-12 months?
What is your favorite time of the year?
What does your business do and what industry do you focus on?
How long have you been in business?
1-3 years
3-5 years
5-10 years
10+ years
Business Revenue
$0-$50K
$50K-$200K
$200K-$500K
$500K-$1M
$1M-$2M
Over $2M
What accounting system are you using?
Quickbooks Online
Xero
Excel
Other
What other software do you use in your business?
E-mail/Office Suite (Microsoft Office, Google Suite, Apple iWorks)
Any industry specific software that connects to your accounting system (SimplePractice, Joist, Yardi, Propy, Softledger, Bitwave, etc.)
How much time are you willing to invest in focusing on the financial aspects of your business?
1 Hour a month
2-3 Hours a month
1+ Hours a week
2-3 Hours a week
As much time as needed
What are your concerns about the current accounting and tax challenges in your business?
What was the competitive advantage that led you to establish your business?
How do you make use of your financial data in making decisions about marketing and profitability?
What do you want to know about your customers from your financial data?
