Advisory Interest Questionnaire

What prompted you to explore an advisory relationship right now?* This field is required.Select all the apply

I want to be more proactive, not reactive

I’m tired of tax surprises

My business is growing and decisions feel heavier

My current advisor is fine, but not strategic

I want a clearer financial picture to plan ahead

I’m just starting and want to build correctly

Other

Which statement best describes what you’re looking for?

An ongoing advisory partnership with proactive planning

Mostly tax filing, with minimal ongoing involvement

I’m not sure yet and want guidance

We’re an advisory-first firm, which means our best work happens with ongoing partnership—clean books, proactive planning, and consistent touchpoints.

OK, I'll continueThank you for your time

How is your accounting currently handled?* This field is required.

I do it myself (DIY)

I have a bookkeeper

I have a bookkeeper + separate CPA for taxes

I have an all-in-one accounting firm

It’s a mess and I need help (the “shoebox”)

What are your biggest frustrations today?* This field is required.Select up to 3 answers

I’m always surprised by my tax bill

My books are behind or messy

I don’t trust my financial data

My accountant only talks to me once a year

I spend too much time on admin/bookkeeping

I don’t have visibility into my financial future

I’m worried about compliance issues

My current advisor doesn’t understand my business

I’m managing it all myself and drowning

Other

Do you currently use QuickBooks online?* This field is required.

Yes, and my books are current

Yes, but my books are behind

No, I use different software

No, I don’t use any accounting software

What accounting software do you currently use?

Would you consider switching accounting systems?Our system depends on a shared, up-to-date ledger with connected bank feeds—so we require QuickBooks Online or another cloud-based ledger for all ongoing clients. If we decide to move forward together, we’ll help you get set up (or migrated) during onboarding.

Got it, continueNo thanks

Do you operate multiple business entities or have complex ownership structures* This field is required.

No, single entity

Yes, 2-3 entities

Yes, 4+ entities

Not sure

When an advisor recommends a course of action you’re unsure about, what do you usually do?

Ask questions and work through it

Take time to think, then decide

Prefer to stick with what I already believe

It depends on the situation

How do you view accounting and advisory fees?* This field is required.

As an investment in my building my wealth and business

As a necessary expense I want to minimize

I'm still forming an opinion

On a scale of 1–10, how ready are you to invest in a proactive advisory partnership?* This field is required.

Have you reviewed our Advisory service tiers on our website?* This field is required.

Yes, I understand the model

Briefly, but I have questions

No, this is my first introduction

What would make a discovery conversation feel worthwhile for you?

What would “success” look like in an advisory partnership?* This field is required.Select up to 3 answers

Know my tax liability months in advance (no surprises)

Clean, accurate books I can use for decisions

Proactive planning and strategy

Someone who understands my business and goals

Reduce time spent on financial admin

Confidence that everything is compliant

A team I can trust, not just one person

Help with growth decisions (hiring, expansion, etc.)

Other

Let's Be Transparent

We respect being cost-conscious. Our model is built for clients who want proactive partnership and measurable outcomes—not the lowest-cost option.

You’re welcome to continue, but if your top priority is minimizing fees, we’re likely not the right long-term fit.

Which best describes you right now?

I appreciate the honesty, continue anyway

This isn’t the right fit for me

Are you currently under any IRS or state tax examinations/audits?* This field is required.

Yes, currently under examination

Not sure

Industry* This field is required.

Professional Services (Consulting, Law, Marketing, etc.)

Medical/Dental

Construction/Trades

Real Estate Investment

Technology/Software

E-commerce/Retail

Manufacturing

Hospitality/Food Service

Other

Are you current on all tax filings and payments?

YESNO

When are you looking to make a change?* This field is required.

Immediately (within 30 days)

Within the next quarter

Planning ahead for next tax year

Just exploring options

Is there anything specific we should know before a discovery call?(Optional — share unique circumstances, specific challenges, or questions.)

How did you hear about Vantage Advisors?

Google search

Referral from another business owner

Social media (LinkedIn, Facebook, etc.)

RizeX Network

Alpine Capital Solutions

EOS community/event

Other

Based on what you shared, our partnership model may not be the right fit just yet. We typically work with businesses doing $300K+ annually unless the tax/ownership complexity requires an advisory approach.

We’d love to stay connected as you grow. Feel free to reach out when your revenue crosses $300K or your complexity increases.

In the meantime, we recommend:

A solid local bookkeeper for monthly reconciliation
A tax preparer focused on annual filing
QuickBooks Online for basic accounting

We’re cheering for your growth!

What is your Name?

First Name

Last Name

What is the best e-mail address to reach you?* This field is required.

example@example.com

What is your business name?* This field is required.

What is the best phone number to reach you?* This field is required.

Please enter a valid phone number.

What is your annual revenue?* This field is required.

Under $300K

$300K - $500K

$500K - $1M

$1M - $3M

$3M - $5M

$5M - $10M

$10M - $15M

Over $15M

How many employees do you currently have (including yourself)?* This field is required.

Just me (solopreneur)

2-5 employees

6-10 employees

11-25 employees

26-50 employees

51-100 employees

Over 100 employees

Here’s what happens next:

✅ Within 24–48 hours, our team will personally review your diagnostic.
✅ If it looks like there may be a fit, we’ll reach out to schedule a full discovery conversation.
✅ If not, we’ll still follow up to thank you for your interest and, when possible, suggest alternative resources if possible.

In the meantime, check your inbox — you will receive a confirmation email with resources on how our partnership works.

Questions? Reply to that email and we’ll get back to you promptly.

Advisory Interest Questionnaire