Yes! Please Find Me An Accountant

Just complete the survey below and we will start matching you to ideal clients. Alternatively call us on 01480 878088.  Don’t worry if you cannot complete all of the survey, just complete as much as you can.

1) Your Name (required)

Your Email (required)

First Name or Initial (required)

Last Name (required)

Company or Business Name (required)

Phone Number (required)

Nearest City or Post Code, UK Only (required)

2) What is your industry? (Please tick from the list or specify under Other. This question is important so we can match bwith accountants with specialist competence and experience in your industry sector. (required)
 Author Bookeeping Catering Charity  Non Profit Construction / Trades Doctors / Medical Financial Services Freelance / Contractor Garage, Mechanic or Sales Hair & Beauty I.T. Insurance Manufacturing & Engineering Property Recruitment Retail Sales / Marketing Service Industry Solicitors / Legal Wealth Management Other (Please state below)

Other Description

3) Business Structure
 Limited One Director Limired More than One Director Sole Trader Partnership (Inc LLP) New Business Dormant Franchise or Franchisee Registered Charity Non Profit, Social Enterprise Plc Co-operative Club or Association Other

Other Description

4) What services might you be interested in either as a one off project or a regular basis or what are the services you feel are particularly relevant to your business? (Don't worry if you are not sure, just tick the Other box and type in Unsure.
 Annual Return Audit Bookkeeping Business Advice / Consultancy Cashflow, Credit Control Granting Credit  CIS (Construction Industry) E-Commerce Exporting Franchising General Accountancy Group Accounts Ltd Co Accounts / year end Management Accounting Profit Improvement Property Tax & Advice Self Assessment Sole Trader Accounts Tax Credits Research & Development  Tax Planning VAT National Insurance Other

Other Services or comments relating to services

5) Are there any one off projects or areas of assistance that you may be interested in?
 Business Plans Business Valuation Capital Gains Closing a business Company formation Company restoration Company Secretarial Registered Office Exit Planning Factoring or Invoice discount Financial Controls  Fraud prevention Internal Audit External Audit Growth & Expansion Raising finance Restructuring Selling your business Turnaround Involvency Wealth Management Investigations Mentoring Tax Credits Research & Development Capital Gains  IR35 Other

Other Projects please describe

6) What are your reasons for considering changing accountants at the present time? Please tick all that apply
 New to the area New business / start up Curious of alternatives Seeking better advice Seeking better service Seeking better value for fees Accountant left the practice Want specialist advice Want someone nearer Want different location Want different personality Family no longer best option Friend no longer best option No longer have time to do No longer feel comfortable

Other reasons for considering a change

7) Do you wish to outsource your bookkeeping?
 Yes No Other

Bookkeeping comments

8) Do you have any preferences regarding software used for bookkeeping and accounting?
 Sage Quickbooks MS Office Accounting Kashflow Pegasus Clearbooks Spreadsheets/Excel I am open to suggestions Other preference

Software comments

9) How would you feel if we recommended a separate suppllier to do your bookkeeping instead of with the same accountant?
 That's fine, open to offers No thanks, rather in one place Yes if better value for money No thanks, own arrangements Other

Bookkeeping comments

10) Please tell us about your payroll requirements and state the number of employees
 Weekly Monthly Electronic payslips Option to print and send Option to download Paper payslips always Happy to input data by self Assistance to run payroll All of payroll Just the returns Other

Payroll Comments

Number of employees

11 What Operational Hours are you looking for with your new accountant?
 Mon-Fri 9-5 fine with me I may like some Saturday time I may like some Sunday time I may like evening weekdays Email support out of hours Telephone support out of hrs Other

Comments on operational hours

12 What service levels would you like from your new accountant? (obviously this depends on the nature and priority of the issue but this is a general question)
 Quick question immediately 1 hr response 4 hr response Same day response Next day response 5 days response Other

Comments on service levels

13 How would you like your fees to be structured?
 Fixed fee detailed quote Lower fixed fee + extras Pay as you go only Other

Comments on fee structures

14) What are your visiting preferences?
 Should not have to meet at all Only meet once or twice a year Prefer to meet at my premises Prefer to meet at accountants I'd like to pop in occasionally I'd like to visit early evening I'd like to visit on Saturdays Other

Comments on visit preferences

15) How do you feel about using a remote service? (This is someone who is not local but who operates nationally instead sometimes within specific areas of expertise)
 Not for me It would have to be great Keep my options open I would prefer this Depends if less work for me Depends if it's cheaper Depends if better value

Comments on remote service

16) How important are the following attributes when choosing an accountant?

16.1) Technical skills and experience?

16.2) Location of Accountant's offices?

16.3) Support by phone or email out of normal working hours?

16.4) Quick responses to questions, queries, suggestions?

16.5) Fees are reasonable

16.6) Fees are easy to understand with no surprises

16.7) Easy software or spreadsheets for me to use for bookkeeping

16.8) Can refer work to me from their other clients

16.9) Someone who I feel comfortable with

16.10) Someone who makes suggestions for improvement

16.11) Someone who understands my industry

16.12) Someone who can help me achieve my business goals

Comments on important attributes

17) Please let us know what budget you have in mind for fees

18) What timeframe do you have for working with your new accountant if any?

19) Please provide five timeslots of 45 mins each when you can be available for either a face to face appointment or a telephone appointment with an Accountant. We will aim to fit in with three appointment times out of the five you provide.

Other message and comments



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