1. About You & Your Business

Name(Required)

Business Name

Email(Required)

Phone

Industry / Type of Business

Approximate Annual Revenue

Under $500,000

$500,000 – $1 million

$1 million – $2.5 million

$2.5 million – $5 million

$5 million+

Number of Employees

2. What Can We Help With?

Select all services you are interested in

Business tax preparation

Individual tax preparation

Bookkeeping / accounting

Tax planning & strategy

Profitability & cash flow improvement

Budgeting / forecasting

Business advisory / strategic planning

IRS / state tax matters

Other service (please specify)

3. What Are Your Priorities?

When selecting an accounting and advisory firm, please rank the following from 1–8, with 1 being your most important priority and 8 being your least important. Use each number only once.

Accurate and timely work

Responsiveness and accessibility

Lowest possible cost

Proactive tax planning

Understanding my business

Improving profitability and cash flow

Strategic business advice

A long-term relationship with a trusted advisor

Which BEST describes what you want from your CPA/accounting firm?

Primarily tax preparation and compliance at a competitive price.

Reliable accounting and tax services, with advice when I request it.

A proactive advisor who identifies tax, financial, and business opportunities.

A strategic partner who understands my business and helps me make better decisions throughout the year.

4. Your Current Relationship

Why are you considering a new accounting/advisory firm? Select all that apply.

Cost

Lack of responsiveness

Lack of proactive advice

Unexpected tax liabilities

Financial statements are late or not useful

Need better tax planning

Need better understanding of profitability / cash flow

Business has grown beyond our current accounting relationship

Looking for broader business guidance

Other reason (please specify)

What is the ONE thing you wish your current or previous accountant did better?

5. Value & Fit

Which statement BEST describes how you evaluate accounting and advisory fees?

Keeping fees as low as possible is a major priority.

Cost is important, and I generally prefer the most economical qualified provider.

I balance cost with responsiveness, expertise, and service.

I am willing to invest more when proactive advice and planning create additional value for my business.

Where could an advisor create the MOST value for you right now?

Lowering taxes through proactive planning

Improving profitability

Improving cash flow

Better financial reporting and visibility

Helping me make better business decisions

Reducing the time I spend dealing with accounting

Keeping everything accurate, timely, and compliant

I’m not sure — I would like help identifying the opportunities.

6. Looking Ahead

If we were talking one year from now and you considered our relationship a success, what would be different or better?

When are you looking to make a change?

As soon as possible

Within the next 30–60 days

Within the next 3–6 months

Exploring my options

Prospective Client Questionnaire