Enter Email Address *

How much you pay monthly of your bookkeeping services *

How much you pay for tax preparation *

How much you pay for tax *

Did your previous CPA develop a tax plan aimed at minimizing your tax liabilities? Please share any specific strategies or efforts they implemented to reduce your taxes * Please select value Yes No

Did your previous CPA actively assist you in making key financial decisions for your business? Insights into past support can guide us in providing you with proactive and strategic advice * Please select value Yes No

is your CPA provide advice on investment opportunities? Knowing this allows us to better support your growth and investment strategy * Please select value Yes No

Did your previous CPA facilitate connections with marketing firms or other influential industry contacts? Networking can be vital for business growth, and we're here to support that * Please select value Yes No

Did you feel that your previous CPA tailored their services to fit the unique needs of your business, or was the approach more one-size-fits-all * Please select value Yes No

Did your previous accounting service provide you with a dedicated professional or team member to address your questions and concerns? How effective was this support in meeting your needs? * Please select value Yes No

Did your CPA provide you with educational resources or workshops to help you understand financial management better, tax laws, and investment strategies relevant to your business * Please select value Yes No

How involved was your previous CPA in the strategic financial planning of your business? * Please select value Yes No

Did your previous CPA have expertise in your specific industry? * Please select value Yes No

Did your previous CPA work collaboratively with your other financial advisors, such as investment advisors, lawyers, or financial planners, to provide holistic advice * Please select value Yes No

What is the biggest obstacle you see that prevents you from upgrading to another CPA? * Please select value Fear of Change Cost Concerns Integration with Existing Systems Trust and Reliability Understanding of Business Needs Others