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Email
*
Your email
Please let us have your full name
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Your answer
Please let us know the best number to call you on
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Your answer
What's your business name and address
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Your answer
What type of business are you running
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Limited company
Sole trader
Partnership
LLP
What does your business do?
Can you provide a brief description of your business, including the products or services you offer and your target market?
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Your answer
Reason for Change
What has prompted you to consider changing your current accountant?
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Your answer
Expectations
What are you looking for in a new accountant or accounting firm that you feel is lacking with your current one?
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Your answer
Accounting & Bookkeeping
How do you currently manage your business's finances and bookkeeping? Do you use any specific software or tools?
Would you be prepared to change your bookkeeping software to a better system if necessary?
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Your answer
Financial Health
How would you currently describe the financial health of your business? (e.g., stable, growing, facing challenges).
Do you have any cashflow issues?
Your answer
Business Goals
What are your short-term (next 12 months) and long-term (3-5 years) goals for your business?
Your answer
Current Challenges
What are the top three challenges you currently face in your business, and how do you believe a new accountant can assist in addressing them?
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Your answer
Financial challenges
Are there specific financial challenges that you feel your current accountant is not adequately addressing?
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Your answer
Tax Concerns
Are there any specific tax-related concerns or questions you have for the upcoming tax year?
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Your answer
What's your estimated turnover for the next year
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< £50k
£50k to £100k
£100k to £250k
£250k to £500k
£500k to £750k
£750k to £1m
> £1m
Rather not say
What's your monthly budget for accounting fees (excluding VAT)
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< £100
£100 to £150
£150 to £250
£250 to £500
> £500
Rather not say
Transition Concerns
Do you have any concerns or questions about the transition process from one accountant to another?
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Your answer
A copy of your responses will be emailed to the address you provided.
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