Accountancy Client Engagement Questionaire
Company
Address
Contact Name
Position
Appointments will be made for (if different from above)
Positon
We prefer to be
Formal
Informal
Please refer to us by
First Name
Last Name
Phone Number
Mobile Number
Email
Web Address
Number of Principals
Number of Staff
Number of Offices
Unique Selling Point (USP)
Irresistable Offer
Benefits to your Clients
Target Industry Sectors (e.g. retailers, insurers, etc.)
Market Sector Speciality
Target Company Size
Target Geographical Areas
Serivce Speciality (tick up to 5)
Arbitration & Disputes
Audit
Book Keeping
Budgets
Business Advice
Business Valuations
Cash Flow Planning
Co. Formations & Secretarial
Corporate Finance
Co. Recovery & Insolvency
Corporate Tax
Estate Planning
Financial Forecasts
Financial Planning
Flotation
Forensic Accounting
Full Accounts
Grant Claims
Income Tax
Inheritance Advice
Investment Advice
IT Advice & Solutions
Management Accounts
Mergers & Acquisitions
Payroll Services
Pensions Advice
Risk Assessments & Advice
Self Assessment
Tax Investigations
Tax Planning
Tax Returns
Trusteeship
VAT