Do I Need A New Accountant

1
Score Table - Highest Score is 100

If you score 80 or Higher - Your Are Likely Being Well Looked After

If you Score Between 50 and 80 - There May Merit In Exploring Other Options

If You Score below 50 - It Is Highly Likely A Better Option Can Be Found

Please Note: This is a guide only and the only person who can really decide if it is time to explore alternative options is you. The accounting world has developed immensely in the last two decades with greater insights and greater technology - one thing that shouldn't change is the human interaction where you feel like you are valued and have access to the best advice possible - even if you don't need to call on it every day!
2
I Hear From My Accountant Frequently* This field is required.Just a broad feeling of your interaction with them.
No, I Never Hear From Them
Only When They Do My Tax
Yes, They Contact Me Often To See How I Am Doing
3
I Receive Monthly Updates On Latest Tax Changes* This field is required.This is more related to tax information that keeps you informed.
No, They Never Let Me Know What Is Going On
Sometimes, When I Ring Or Ask A Question They Will
Yes, I Get A Monthly Update On All Important Changes & Updates
4
My Accountant Returns My Calls Quickly* This field is required.This is for general enquiries you may have or checking on something.
No, Usually I Have To Chase Them Up Or They Never Reply
Sometimes They Do, But It Is Usually Someone Passing A Message On
Yes, They Often Call Back Within An Hour
5
I Get Timely Reminders To Pay My BAS * This field is required.This Is Just For Any BAS You Pay.
Never, They Send A Document I Sign, But Then It Is Up To Me To Remember To Pay
Yes, I Get 2-3 Reminders Before The Due Date
6
I Receive Regular Business Insights And Tips Relevant To My Business* This field is required.
Never, They Really Just Do My Annual Tax Returns
Sometimes, But Not Specific To My Industry
Yes, I Get Monthly Insights That Help Me And Are Relevant To My Industry
7
I Feel I Have Outgrown My Accountant* This field is required.
Yes, I Don't Think They Have The Resources To Help Me With My Business
Not Sure, But They Certainly Do Not Offer Me More
No, They Are Great At What They Do. I Just Do Not Want Any More Help
8
I Feel They Are Too Expensive* This field is required.
Yes, I Feel I Am Paying A Premium Fee For Minimal Services
Not Sure, It Seems Okay For What They Do
No, The Price Does Not Bother Me At All. I Just Want More From Them, Even If It Costs A Bit More
9
They Just Do Basic Accounting Compliance* This field is required.This is for general enquiries you may have or checking on something.
Yes, They Never Chat About Tax Strategies Or Ways I Can Structure Things Differently To Pay Less Tax
Not Sure, I Am Unaware Of What Else There Is
No, They Provide High Level Tax Strategy Advice To Help Us Generate More Profit
10
We Get Quarterly Reviews So We Can Track Business Performance* This field is required.These are preplanned in advance and designed to help you track previous quarter results and plan for the next quarter.
No, We Never Get To Meet Quarterly To Discuss The Financials And Identify Areas We Need To Change
Yes, We Get These With Our Accountant. Love Them, So Valuable
We Don't, But Not Sure What The Benefit Would Be For Us
11
My Accountant Is Very Focused On My Future* This field is required.
No, They Only Chat About What Happened Last Year
Yes, They Are Always Chatting About Our Retirement And Our Bucket List
Sometimes, But Only If I Raise It. They Do Not Seem Overly Interested In Me As A Person
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Your Score Is...
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Keen To Chat? Would You Like A Free "Under The Hood Inspection"?* This field is required.This is where we look at your business, your assets, and anything else to do with your business and personal income that can be changed or altered to provide a better financial outcome for you.
YESNO
14
What Is Your Email Address?
example@example.com
15
What Is Your Name?
First Name
Last Name
16
What Is The Best Number For Us To Ring You On?
Area Code
Phone Number
17
What Industry Is Your Business In?This allows us to provide you with information that relates to you and your industry.
Please Select
Please Select
Trades - including electrical, builders, plumbers, certifiers and any other contruction
Health - including NDIS, allied health, doctors, nurses
Engineering - including surveyors, civil, electrical, mining
Agriculture - Farms, horticulture, agriculture
Education - including tutors etc
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What Is Your #1 Burning Question You Have For Us?Anything at all to do with the business or your drive to hire a new accountant.
Huge
Large
Normal
Small
Ok
Ok
Should be Empty: