Let's Work Together
To get things started, we need you to provide a bit of info to help us get the ball rolling. After you complete the following questionnaire, a Team Member will be in touch to book you in for a 30-minute chat to see how Reach CPA can best assist you. We look forward to speaking with you further about how we can help you build a better business that provides you with optimized profits, increase your free-time and gain peace of mind. Please fill out this form as best you can so we can provide you with the most relevant service. This questionnaire should take about 5 minutes to complete.
Contact First name
Contact Last name
Job Title or Role in your company
Email
Phone Number
Business name:
Business Industry
Architecture
Engineering
Contractor
Other
If you answered 'Other', please specify below which industry you work in.
Have you accessed our 'Reach the Mark' online accounting course?
No
Still working on it
All finished!
Who currently handles your business's accounting needs?
I do it myself
In-house accountant
External accounting firm or CPA
Other
If you answered 'Other' in the previous question, please specify answer below.
What areas of your business would you like to grow/explore more? (please select all that apply)
Understanding your overall business finances
Business growth
Run more efficiently
Improve cash flow
Optimize profits
Free-up time to spend doing the things you love
Gain peace of mind
Other
If you answered 'Other' in the previous question, please specify answer below.
What is your annual turnover?
Select which best fits your business
$100,000 - 500,000
$500,001 - 1M
$1M - 2.5M
$2.5M - 10M
$Other (please specify)
If you answered 'Other' in the previous question, please specify answer below.
Number of employees
Are you aware of your expected tax obligations this financial year, i.e. roughly how much tax you will need to pay?
YES
NO
Have you set funds aside to ensure you can and do make tax payments on time?
YES
NO
Do you complete regular monthly management reports?
YES
NO
Are you happy with your accounts receivable and accounts payable under control?
YES
NO
Do you have spare time and energy to look objectively at your business?
YES
NO
Do you have spare time and energy to enjoy life outside of your business?
YES
NO
Why did you start your business?
What were your 'Business goals' when you started the business?
What were your 'Lifestyle goals' when you started the business? (e.g. hours of work, holidays, family time, time to pursue other interests)
On a scale of 1-10, has your business delivered on your lifestyle goals? Please explain why.?
What are the three biggest CHALLENGES you are facing?
What are the three biggest OPPORTUNITIES you are facing?
Is there anything else you would like to discuss at our meeting?
Let's Work Together
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