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Getting to Know You: Avanti Accountants Client Questionnaire
Thank you for your interest in our services. Please complete the following questions and we will be in contact with you soon.
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1.
Business Name
(Required.)
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2.
Contact Person
(Required.)
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3.
Email address
(Required.)
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4.
Phone number
(Required.)
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5.
What is your main business activity?
(Required.)
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6.
What is your Average Monthly Turnover?
(Required.)
$0 - $20,000
$20,001 - $100,000
$100,001 - $500,000
$500,001 - $1,000,000
greater than $1,000,000
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7.
How many employees do you have?
(Required.)
0 - 10
11 - 25
26 - 50
51 - 100
more than 100
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8.
Which accounting software do you use?
(Required.)
XERO
MYOB
QUICKBOOKS
Other (please specify)
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9.
Which software do you use to assist with rostering, timesheets and client data?
(Required.)
Shiftcare
Astalty
Splose
None
Other (please specify)
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10.
What are your business goals?
(Required.)
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11.
What are your business pain points or challenges?
(Required.)
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12.
Which of these services you are interested in? Please select all that apply.
(Required.)
Financial Statements and Tax Returns
Business Activity Statement Preparation
Business Health Check
Financial Modelling
Financial Performance Reviews
Strategic Planning
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13.
Are your tax and super obligations up to date?
(Required.)
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14.
Why are you seeking the services of Avanti Accountants?
(Required.)
15.
Is there anything else you want to add?
