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First Name:
Last Name:
Cell Phone Number:
Business Email Address:
Company Website:
LinkedIn Profile URL:
What Industry best describes your company?
How Long have you been in business?
Legal Structure of the Company?
Revenue Goal for the Next 12 months (Rough Estimate OK)?
Current Annual Revenue (Rough Estimate OK)?
Current number of Employees?.
Current Accounting Software?
Who prepared your company’s most recent Federal tax return?
Check if any of the following statements apply: (Check all that apply)
Over the next 12 months my company may:

Make substantial changes to its Accounting Systems.
Issue Debt or Equity Securities.
Purchase a company or start a new company.
Accept Grant Proceeds.
Undergo a Financial Audit.
Need help scaling the company’s Finance and Accounting functions to keep pace with the planned growth.
Need assistance cleaning up the company’s books or remediating a potential concern.
Which Statement best describes your situation? (Check one)
My Company’s Accounting provides me with all the information I need to run my business optimally.
My Company’s Accounting provides me with enough information to meet my company’s basic compliance needs, but not enough to run optimally.
My Company’s Accounting does not provide me with enough information to meet my company’s basic compliance needs.
I am not sure if the information being provided is sufficient to run my company optimally.
Which Statement best describes your situation? (Check one)
My company is spending a lot more than I expected on accounting services.
My company is spending a reasonable amount on accounting services.
I am not sure what my company should be spending on accounting services.
Which Statement best describes your situation? (Check one)
I never find mistakes in my company’s accounting reports.
I sometimes find mistakes in my company’s accounting reports.
I frequently find mistakes in my company’s accounting reports.
I am not sure of the accuracy of my company’s financial reports.
What is the most important question I can answer for you on our call?
All survey responses are highly confidential, and that information is never shared with outside parties for any reason.
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