NEW CUSTOMERS

TELL US YOUR BIGGEST CHALLENGE AND WE'LL SEE HOW WE CAN HELP

We need to know about your business so we can understand what your biggest challenges are and how we can provide solutions and add value to your business. To do that, simply answer the questions below. It usually takes less than 10 minutes to complete and submit. It will also help you create some clarity over what is most important to you. We typically respond to you within 3 working days.

After completing the form, the next thing we do is meet with you. We do that via video conference, which means you don’t need to travel. The purpose of this first meeting is to discover how we can help you solve your business problems and help you achieve your goals. We call this our Full Diagnostic Consultation.

If we agree to work together, we will arrange a second meeting. This could be another virtual meeting (which means we can help you wherever you are in the world), or in person at our office. During this second meeting we will present you with a range of solutions to your biggest problems so you can choose the one you feel will be best for you and your business.

TELL US ABOUT YOURSELF

And let's see how we can help you

First Name

Last Name

Email Address

Your Business Name

What frustrates you? In other words, what do you want to be fixed and/or resolved

What worries you? In other words, what stresses you out or keeps you up at night

What do you ultimately want? In other words, what do you aspire to?

What do you want to be addressed, fixed, or resolved, immediately?

What are your short term goals (1-3yrs)?

What are your mid & long term goals (5-10yrs+)?

What are your business's current annual revenues?

What do you want your annual revenues to be?

How much do you want your business to pay you each year (combined owner wages & dividends)?

After paying all owner wages & dividends, how much profit do you want your business to retain each year?

By when do you want to exit your business?

When the time comes, how much would you like to sell your business for?

Is there anything else you'd like to share with me at this time?

Were you referred to me

Yes

If yes, who referred you?

If we choose to work with each other, and you find value in my services, are you both willing and able to provide referrals within the industry?

Yes

Thanks for submitting. We typically respond to you within 3 working days

WAGNER

chartered accountants

NEW CUSTOMERS

TELL US YOUR BIGGEST CHALLENGE AND WE'LL SEE HOW WE CAN HELP

TELL US ABOUT YOURSELF

And let's see how we can help you