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What did you like about working with your last accountant? Had a positive outlook, was fun to work with and kind.Communicated reliably, clearly, and honestly.A good listener.Provided calm and patient guidance during uncertainty.Steered me to intentionally focus on my long-term goals.Kept me organized.Helped me to understand my business better.Paid attention to the details.Provided useful information that helped me make decisions.They were cheap.They had a cool logo.I have never worked with an accountant. Other
What did you dis-like about working with your last accountant? Unreliable.Slow to respond.Failure to embrace current technology.Their fees were too high.They charged me by the hour, so I always hesitated to reach out to them.They did not understand my industry.They were super boring.They looked at me like I had three heads.I have never worked with an accountant. Other
How do you currently make business or financial decisions? Financial dataSpreadsheetsConsult with advisorsMeeting with colleaguesEstablished policiesIndustry trendsGut feelingsMagic 8 ball Other
What do you love about running your business?
Creating my own scheduleArtistic freedomBuilding my dream teamMaking decisionsSolving problemsClient relationshipsHelping clients Other
What do you not-love about running your business? Worrying about cash flowManaging employeesFear of getting auditedHard decisionsWorking too much Other
Are there any problems or decisions that you currently wrestle with? Not certain about my pricing methodsDon’t know the profitability of my effortsTax filings are past-due, I thinkDon’t have confidence that my reports are accurate or reliableWorry that bills are not getting paid on timeInvoicing clients takes foreverClients are not payinginvoices on timeNeed financingDebt managementManaging contractors Other
Do you have any specific plans or goals? Increase revenueHire staffSell the businessAdd a partnerExpand services Other
