Onboarding Assessment
This form assessment will serve as your onboarding form and a way for us to identify the best path forward for you to ensure that you maximize your experience and get a personalized road map for what to focus on. Ensure that you spend some time filling this out because this will be how our team will help you so be as specific as possible.
Email
*
example@example.com
Name
*
First Name
Last Name
Business Name
*
Physical Address
Street Address
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
What best describes you?
*
I know nothing about taxes and I'm just getting started.
I know how to do taxes but I don't know about tax strategy.
I know about tax strategy and I have implemented them for clients but never had a structure behind it.
I implement tax strategies but don't charge for it.
I already know tax strategy and charge for it.
How many years have you been in business?
*
Less than 5 years
5-10 years
10-15 years
15+ years
What's your revenue in the last twelve months?
*
Less than $100,000
$100,000 - $250,000
$250,001 - $600,000
$600,001 - $1.2 Million
$1.2 Million - $2.5 Million
$2.5 Million +
What's your new revenue target?
*
Less than $100,000
$100,000 - $250,000
$250,001 - $600,000
$600,001 - $1.2 Million
$1.2 Million - $2.5 Million
$2.5 Million +
Current number of contractors and employees excluding you.
*
It's just me.
1
2-4
More than 4
On average, how much does each client pay you per year currently?
*
Less than $500 a year
$501 to $1,000 a year
$1,001 to $3,000 a year
$3,001 to $5,000 a year
$5,001 to $10,000 a year
More than $10,000 a year
What's your current knowledge of marketing?
*
I know nothing.
I know a few things but not really good.
Marketing is not an issue at all, I have a different issue.
Someone on my team handles marketing for me.
Have you spent money on paid advertising before?
*
No, I’ve only ran word of mouth or organic marketing
Yes, and I’ve had positive results
Yes but I haven’t received any positive results...yet.
How much time can you devote per week to achieve your goal?
*
More than 40 hours to achieve my goal
30-40 hours to achieve my goal
20-30 hours to achieve my goal
10-20 hours to achieve my goal
Less than 10 hours to achieve my goal
How do you feel about selling assessments?
*
I feel confident charging the recommended price point because my client can already afford that.
I want to charge the recommended price but I might discount the first few because I'm not super confident on my ability to deliver just yet.
I want to offer these for free to get some case studies and make sure I know what I'm doing.
I do not know what an assessment is.
How much do you WANT to charge per year for clients?
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$1,000 - $3,000 a year
$3,001 - $5,000 a year
$5001 - $10,000 a year
$10,001 - $15,000 a year
$15,001 - $25,000 a year
$25,000+ a year
What services do you currently offer and people already pay for?
*
Tax preparation
Business consultation
Tax strategy (S-Corps, cost seg, etc)
Bookkeeping
Insurance
Payroll
AUM (Assets Under Management)
CFO Services
Tax Resolution
Other
How many tax preparation clients do you serve per year?
*
Less than 100 tax preparation clients
101-250 tax preparation clients
251-500 tax preparation clients
501-1000 tax preparation clients
1000+ tax preparation clients
I don't provide tax preparation services.
How many monthly bookkeeping clients do you currently serve a year?
*
Less than 10 bookkeeping clients
11-25 bookkeeping clients
26-50 bookkeeping clients
51+ bookkeeping clients
I don't provide bookkeeping services.
Do you currently pay for an office space?
*
Yes, I pay a lease.
Yes, I own it.
No, I do not have an office.
What certifications/distinguishments do you hold? I.e. CPA/EA/CFA/CFP etc...
*
Where are you from? Choose your state.
*
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
What’s the main problem you came to us to solve?
*
Ultimately why did you sign up for our program?
*
What outcome would make this investment a huge success?
*
By signing up, you agree to be contacted and confirm that you are the account holder or have authorization to provide this phone number and email address.
Advisor Avatar Score
*
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