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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.
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CONTACT INFORMATION
Full Name
*
First
Last
Phone
*
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Email
*
Address
*
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?
Please select
Once per year
Quarterly
Monthly
Other
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?
*
Yes
No
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)
*
1 month
2 months
Don't know
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