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Client Acquisition Diagnostic

What stage of business are you in right now? What stage of business are you in right now? I want to start my own accounting and tax business I have a growing accounting & tax business and am looking to get new clients I have an established accounting & tax business and am looking to earn more while working less.

How would you describe yourself? How would you describe yourself? Bookkeeper Tax Professional EA Tax Resolution Expert Accounting Firm CPA Non Profit Tax Planning Expert Real Estate Broker Real Estate Agent Other

How may years of accounting experience do you have? How may years of accounting experience do you have? 0-2 years 2-5 years 5-10 years 10+ years

Name

Email Address

Phone

How long have you been in business? How long have you been in business? Starting soon 0-5 years 5-10 years 10+ years

What is your current MONTHLY revenue coming into the business on average? (Example: $15/month)

What is your TARGET additional monthly revenue in the next 6-12 months?

What do you think is missing that is getting in the way of you hitting your goals?

What solutions have you already tried?

What are you looking for help with?

Number of Employees Number of Employees 1 2-9 10-50 51-250 250-1000 1000+

Apply $100 credit if requested before 2/28/24 Apply $100 credit if requested before 2/28/24 Yes