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accounting questionnaire
Dear Sir or Madam, please take a few minutes of your time to complete the following questionnaire.
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Hiring an accountant for a small business (UK)
1
What is the size of your business?
Select one answer
1-5 employees
6-20 employees
21-50 employees
51-100+
2
What industry does your business operate in?
3
What accounting tasks do you require assistance with?
Select all that apply
Bookkeeping
Tax preparation and filling
payroll management
Financial planning and budget
Auditing and compliance
Other (please specify)
4
What is your monthly budget for your accounting needs?
Select one
Less than £500
£500 - £1000
£1000 - £2000
More than £2000
5
How often do you require accounting services?
Select one
Weekly
Monthly
Quarterly
Annually
On an as needed Basis
6
Which software, do you use?
select all that apply
Xero
Quickbooks
Sage
Wave
Clearbooks
Yoho Books
Manual system
Other (please specify)
7
What is your preferred turnaround time for your accounting needs?
Select one
Less than 1 week
1 - 2 weeks
2 - 4 weeks
1 month +
8
How important are the following factors when choosing an accounting firm?
Drag and drop to change the order
-
Cost
-
Availability
-
Industry knowledge
-
Communication methods
-
Qualification
Ok
9
Would you consider outsourcing your accounting tasks?
Select one
Yes
No
10
Would you want to receive advice and tips from your accountant?
Select one
Yes
No
11
In what ways would you want to communicate with your accountant?
Select one or more answers
Email
Face to face meetings
Telephone
Teams
Business website
Other (please specify)
12
What challenges have you face in managing your accounting needs?
Select one or more answers
Lack of time
Lack of expertise
Cost of services
Compliance with regulations
Other (please specify)
13
What are the most important factor in building lasting relationships in business?
Select one
Trust
Efficiency
Specialised knowledge
Accuracy
Responsiveness
Online reviews and testimonial
Other (please specify)
14
What promotional offers would motivate you most to try a new accounting firm?
Select one or more answers
Free consultation
Discounts on services
Multiple service discounts
Other (please specify)
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