Questionnaire

IT ALL STARTS HERE

Are you ready to gain control of your cashflow, reduce your tax bill and build a great relationship with your accountant? The process starts here.

Step 1 – Get to know you

Complete the ‘getting to know you’ questionnaire. This will take 5 – 15 minutes, depending on how many details you provide in your responses.

Step 2 – Book a call

Book an initial consultation call with our small business accounting team to learn about how we can help you achieve your business and financial goals.

Step 3 – Get started with us

Sign the engagement letter, roll out the service plan and get your accounting sorted!

Confirm Your Details:
Q1: Name*
First Last
Q2: Company*
Q3: Phone*
Q4: Email*
Q5: Website Address
Q6: Year Business Started*
Q7: Industry
Q7.1: Industry You're In
Q8: Describe the type of services/products that you sell*
Q9: Turnover (Your Total Sales - Annual)*
Q10: How did you hear about us?*
Q10.1: Referral came from:*
Systems
Q11: What accounting software do you use?*
Q11.1: My accounting software is:*
Q12: Who maintains your business records? (Who does your bookkeeping?)*
Q13: How happy are you with your current bookkeeping software ?*
Q14: Do you use any business management software? If Yes, please list your software providers
Q15: Do you have employees? If so, how many?*
- Yes
- No
Q15.1: How many employees do you have?*
Q15.2: What payroll system do you use? *
- Same as accounting software
Structure
Q16: What business structure do you use?*
- Sole Trader
- Company
- Trust
- Partnership
- Don’t know
Q16.1: How comfortable are you with your current business structure? (Do you understand it?) *
Q16.2: When was the last time you reviewed your current structure?*
Accounting
Q17: Are your tax lodgements up to date?*
- Yes
- No
- Unsure
Q18: When was the last time you reviewed your annual tax planning strategy?*
To what extent do you agree with the following statements:
Q19: I feel like I pay too much tax.*
Q20: My taxes are regularly lodged late.*
Q21: I have tax debts and never feel like I’m on top of things.*
Q22: What are you looking for in an accountant that you aren’t currently getting?*
- I’ve never had an accountant
- I'll explain below
Q22.1: Here's what I'm looking for in an accountant:
Profit
To what extent do you agree with the following statements:
Q23: My business is making profit (on paper) but I never have any cash (in the bank)*
Q24: My business cash position is declining and the business is accumulating debt.*
Q25: My business pays me a wage that is appropriate for the time, effort and skill I put into the business.*
Q25.1: My team are paid on time every time including their superannuation.*
Scale
To what extent do you agree with the following statements:
Q26: I have clear business goals and a strategy in place to achieve them.*
Q27: I’m clear on who my ideal client is and how to find them.*
Q27: My pricing strategy is profitable.*
Q28: Where do you see your business in the next 5 years?*
Q29: When was the last time you reviewed your business budgets?*
Q30: What is the most pressing business concern that keeps you awake at night, right now?*
Q31: What would you like Panic Atax to help you with?*
- Profit First Implementation
- Accounting & Tax Compliance
- Bookkeeping Services
- Accounting Software Implementation
- Business Structuring
- Business Growth and Advisory

Lead: Contact Form

Step 1 – Get to know you

Step 2 – Book a call

Step 3 – Get started with us

Confirm Your Details:

Systems

Structure

Accounting

To what extent do you agree with the following statements:

Profit

Scale