RCJ&A Client Strategy Review – Annual Check-In
Annual check-in questionnaire. Fill in the fields below and check boxes where applicable.
Client Name
First Name
Last Name
Company Name
Primary Contact Email
example@example.com
Have there been any major business or life changes in the last 12 months?
What's working well in your business or finances right now?
What's still frustrating or unclear?
How confident do you feel in your current tax strategy and business structure?
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RCJ&A Client Strategy Review - Annual Check-In
What planning strategies from past work have made the biggest impact?
Any big decisions you've been putting off (personally or in the business)?
What's on your radar in the next 12-24 months? Select all that apply.
Buy or sell a property
Exit or succession planning
Hire or grow the team
Shift investment strategy
Refinance or restructure debt
Launch new income stream
Improve bookkeeping or reporting
Other
Optimize payroll or comp planning
Other goal (if selected above)
What questions are keeping you up at night - or stuck on your list?
If we could help you clean up or optimize one thing this year, what would it be?
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RCJ&A Client Strategy Review - Annual Check-In
How often would you like to meet with us this year? Select one (check one box).
Quarterly
Bi-annually
Annually
As-needed
Not sure
Is there anything you need more (or less) of from us?
Upload your current P&L, balance sheet, or anything else you'd like us to review
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Anything else you'd like us to know before our next check-in?
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