PROSPECTIVE BUSINESS CLIENT QUESTIONNAIRE

Please fill out the Business Client Questionaire below:

Applicant Personal Data:

Full Name including middle Initial *
Full Address including Zip Code *
Home Phone *
FAX
Work Phone *
Pager Number
Cell Phone
Email *
Other Information

 

Business Data
Business Name
Type of Business
Business Address
Primary Banking Officer
Bank
Primary Legal Counsel
Law Firm of Counsel
How long have you been in business?
Do you have a Board of Directors? Yes No
If Yes... How many are "Outside Directors"?

Are you profitable? Yes No

If No... How do you plan on covering operations and cashflow?

 

Service Related Questions:  

Why are you contacting us?
What do you expect of your accountant?
What are your current "Pains" (i.e. Business Problems)?
Do you have a current Accounting Firm? Yes No
If yes... What DON'T you like about dealing with your current accounting firm?
If yes... What DO you like about dealing with your current accounting firm?

On a scale of 1 to 5 where "1" equals "poor" and "5" equals "superior"...

...how would you rate the Overall Vision, Mission, Strategy of your company?
...how would you rate the Finances, Cash Flow, Banking of your company?
...how would you rate the Sales & Marketing of your company?
...how would you rate the Administration of your company?
...how would you rate the Leadership of your company?
...how would you rate the Inter-departmental Cooperation of your company?
...how would you rate the Succession Planning or Exit Strategy of your company?
Who are your most influential advisors and how frequently do you contact them for advice?
What keeps you awake at night about your business?
What would you say are the three most important issues currently impacting the performance of your company?
If price was not an issue, what role would you want us to play in your business?
What Evidence do you need to see in the next 6 months to determine whether you have made the right decision by hiring us?
What is your annual advisor budget?
How did you learn of us?