Prospective Client Success Profile

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Questionnaire

There are 13 questions and the process will only take about 5 minutes. This will allow us to understand more about your business challenges.

Thank you!

Required *

1. Do you have a documented Business/Strategic Plan for the future of your business? * Yes No

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2. Do you feel that the value of your business is increasing sufficiently for your market? * Yes No

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3. What are the 3 most important current or future issues facing your company's performance?

4. What are your business Swot's: Strengths?

5. What are your business sWot's: Weaknesses?

6. What are your business swOt's: Opportunities?

7. What are your business swoT's: Threats?

8. Do you currently have a business succession plan? Yes No

9. How many more years do you plan to work before you retire?

10. Are you comfortable with your level of retirement planning to ensure that you will be able to support the lifestyle you desire?

Yes
No
Maybe

11. Are you confident that you are taking advantage of all tax planning benefits? *

Yes
No
Maybe

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12. Are you satisfied with the overall performance of your business? * Yes No

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13. We would like to implement a 'less paper' system within our year end client process and provide electronic copies of your Financial Statements and Income Tax Returns. Is it suitable for you to receive your year end documents in electronic format? * Yes No

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Your Name *

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Your Email Address: *

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