Pinnacle PAC Introductory Questionnaire
We have designed the following simple questionnaire to help us get to know you and your expectations a little better. Thank you for taking the time to answer these questions. We look forward to assessing how our services can add benefit to you and your business.
Were you referred by someone? Who?
If not, how did you learn of Pinnacle PAC?
SERVICE RELATED QUESTIONS
Why did you initiate this contact?
How often would you like to meet with your accountant/advisor?
Once per year
Please list your most important service issues and expectations from an Accountant.
What is your annual budget for professional fees?
Do you employ a contract bookkeeper?
I do my own bookkeeping
What is your current expectation for turn-around of your year end file? (ask us about our guaranteed 21 day turn-around)