CLIENT INFORMATION, BUSINESS INFORMATION, PERSONAL INFORMATION, FAMILY INFORMATION, PERSONAL SERVICES
BUSINESS SERVICES
We find all the information requested on these pages is likely to be useful, but please do not answer any questions that you think are inappropriate. This page is supplementary to the business information form.
| Business
to which these answers relate |
|
| How did you learn of us? |
|
| What is your preferred means of communication? (post, fax, phone, e-mail) |
|
| Do you have internet
access? |
|
| What do you expect from
us? |
|
| What did you not get from
your previous accountant? |
|
| What business concerns might keep you awake at night? |
|
| What are the most important current business issues affecting you? |
|
| If cost was not an issue, what would you like us to do? |
|
| How often do you expect
to ask for advice? |
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| Do you have a business plan and budget? Would you like to let us have a copy? |
|
| Date of last completed accounts? Would you like to let us have a copy? |
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| What is your (projected) turnover and how many employees do you have? |
|
| Do you have an exit
strategy or retirement plan? |
|
| Do you have assets
pregnant with potential capital gains? |
|
| What is your attitude to risk? |