Advisory Prospect Questionnaire

Advisory Prospect Questionnaire

This information will be used to assist in determining if our firm can assist with your accounting, tax, and advisory needs.
Estimated time to complete: 5 - 10 minutes
Name*

First NameLast Name
What is your age?
Are you married?

YesNo
What is your spouse's name?*

First NameLast Name
What is your spouse's age?
What is your phone number
Please enter a valid phone number.
What is your email address*
example@example.com
How did you hear about our firm?
What motivated you to reach out to our firm for help?
Do you own a business?*

YesNo
Business name
How long have you been in business?
What is the annual revenue from your business activity?
Do you expect your income from the business to be different in the next 12 months?
What type of entity is your business?
Business address

Street Address

Street Address Line 2

CityState

Zip Code
Who are the owners of your business(es) and what percentage do each of them own?
If you own a business, what does your company do?
What accounting software do you use for your business?
Who is doing the bookkeeping for your business?

Tax and Accounting Needs
Are you currently working with a CPA or tax advisor?

YesNo
What is your current accountant doing for you and your business?
What do you like about your current accounting relationship?
What don't you like about your current accounting relationship?
On a scale of 1 -10, how knowledgeable are you about how your taxes are structured or how taxes work?
For which tax year have you most recently completed your filing?
What services are you interested in (check all that apply)?

Tax planning / business advisoryEntity structure planningTax preparationAccounting and bookkeepingPayroll
What are the top issues with which you need help?
What are you looking for in a relationship with an accounting or CPA firm?

Your Financial Goals
What are your financial goals for the next 12 months?
What are your financial goals for the next 2-3 years?
What are your long-term financial goals?
100% business owners will exit their business. Can you briefly describe what your exit plan is for the business and what is your time frame?

Once you hit submit you will be directed to our calendar page that will allow you to request an appointment with one of our advisors.
Should be Empty:

Real Estate Activity