Potential Client Questionnaire
Thank you for approaching JVCA accountants!
Tell us how did you find out about us?
How URGENT is it we meet to discuss your accounts, finances and other issues?
In the next 7 days?
In the next 2 weeks?
Before we arrange a meeting we need some brief details about your business...
Nature of business
Number of employees
Years in business
Number of directors
Last year's turnover
Who runs finance
Why are you leaving your current accountant?
When you meet with one of our team what do you most want to discuss?
Are you looking for a full service or a stripped back and more basic service from us?
And what do you see as being the most important aspects of working with your accountant?
At JVCA Accountants we believe in becoming your trusted adviser. Which means the RELATIONSHIP between you, the business owner, and us, your accountant, is important to the success of your business. For this reason we believe it’s important to meet before we start working together. Would you want to meet in person or digitally and when is suitable for you?
Thank you for filling out this form, we can't wait to start working with you!
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