LL Brougham Inc. Chartered Accountant, Victoria, BC

On behalf of LL Brougham Inc., Chartered Accountant, we thank you for your consideration of engaging our services. We have learned through past experience that this interview process needs to work in both directions. In order to evaluate the level and types of services you require, we have designed the following simple questionnaire to aid our analysis and determination as to your needs, wants, and our mutual compatibility.

There are no correct or "right" answers to these questions. The straightforward fact is that due to the unique makeup of our firm and the goals we set to accomplish for our customers, not all prospects fit the profile that enable a win-win scenario. This questionnaire and your subsequent initial interview are two of our tools to better determine each prospect's qualifications to become customers of our firm.

In as much as we are interviewing you as to your qualifications, we highly recommend that you interview us. Over the years, we have come to accept that although our firm's approach to our services is unique, we are not the best solution for all prospects. Long-term value is only maximized when the customers' wants, needs, personality, and financial condition synergistically connects with ours.

Business Data

* Name and address are mandatory

Business Name:
Type of Business:
Business Address:
Is your business a proprietorship, corporation or partnership?

Shareholder Data #1

Last Name:		First Name:
M.I.
Street Address:
City:
Province:		Postal Code:
Home Phone:		Fax:
Work Phone:		Cell Phone:
Email:

Shareholder Data #2

Last Name:		First Name:
M.I.
Street Address:
City:
Province:		Postal Code:
Home Phone:		Fax:
Work Phone:		Cell Phone:
Email:

Service Related Issues

How did you learn of LL Brougham Inc., Chartered Accountant?

Why did you initiate this contact?

What are your most important issues?

How often would you like to meet with LL Brougham Inc., Chartered Accountant?

Do you have a current accounting firm?

What DON'T you like about dealing with your current accountant?

Have you informed your previous accountant that you are meeting with us?

Do you have an outstanding balance with your previous accountant?

What did you pay last year to your accountant and what was it for?

If price weren't an issue, what role would you want LL Brougham Inc., Chartered Accountant to play in your business?

How would you define a successful relationship with LL Brougham Inc., Chartered Accountant?

What evidence will you need to see in six months to determine whether you have made the right decision to hire us?

What is your annual advisor budget?

What keeps you awake at night about your business?

On a scale of 1 to 10, with 1 being absolutely risk adverse and 10 being push to the "black line", rate your risk comfort level relative to tax avoidance options:

What is your expected turn around time for preparation of reports received in this office?

Who is your lawyer?

When did you last see your lawyer and what for?

When did you last update your will?

Do you have life insurance? If yes, with who?