Discovery Call Questions

Name

Email address

Phone

What prompted you to reach out to us now?

What’s the main challenge you want us to help you overcome?

What’s the outcome you’re looking for?

On a scale of 1-10, How would you rate your existing accountancy function? 1 is the worst, 10 is the best

What would make it a 10?

How many employees do you have?

What accounting software do you currently use? Xero
Quickbooks
Sage
FreeAgent
Kashflow
Clearbooks
Excel
Pen and Paper
Abacus... (seriously?)
Other

If applicable, Which 'other' software?

When is your year-end? Date format