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* 1. Do you have a current accountant?

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* 2. We are a Gold Partner with Xero. Are you familiar with Xero?

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* 3. We pride ourselves on producing work in a timely manner. Are you prepared to present your information to us in order and on time?

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* 4. What are your top three expectations of your accountant?

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* 5. What are your top three challenges in your business right now?

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* 6. Are you up to date with all your taxes?

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* 7. Our minimum fee for new clients we are taking on at present is $200 + GST a month, or $2,400 + GST per annum. We do a scoping of your requirements and then provide an agreed fee proposal where we can adequately scope the work involved. Alternatively we can bill you on a time and cost basis for the first year. What is your preference?

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* 8. We operate with two payment options. What would you prefer?

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* 9. What are your contact details?

Thank you for taking the time to complete this short questionnaire. One of our team members will be in contact with you shortly.

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