Customer Questionnaire

Your accountant should be your most important, constant and valuable partner.

How good is your accountant?

Does your accountant… Yes No
Have an interest in your business?Or do they just prepare Tax Returns and BAS’s for you?
Meet with you regularly?Come to your office (if not how do they understand what you do)?
Set up your accounting system so that it reports on your business?Or do they just use it to prepare Tax Returns and BAS’s?
Modified your reporting system to monitor the key drivers within your business?Can they show you the outcome of making changes to those key drivers? Or are you just going to keep doing tomorrow what you did yesterday (and somehow expect a different result)?
Send you a free newsletter, e-mail reminders and other educational material as well as the opportunity to attend seminars & workshops?
Have ever changing staff?
Return calls and e-mails promptly?
Have a panel of trusted advisors to assist with other specialised areas?

Our clients can answer “Yes” to these and other questions.

If your answers are mainly “No” and you would like an accountant whose focus is your future success and security, then don’t hesitate to call Alex on 03 9899 7511 or contact us to arrange an obligation free 1 & ½ hour meeting.