Valkyrie Accountants & Advisors
Welcome!
So we can get to know you better, please answer a few short questions.
Let's go!
Lets start with the basics. What is your name?
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What is your phone number?
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And your email address?
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What is your preferred method of contact?
Phone call
Email
Text message
Other:
And when is the best time of day to contact you?
Anytime in business hours
Specific time:
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Which of our services are you interested in?
Choose as many as you'd like.
ATO Compliance - Individual - Income Tax Returns
ATO Compliance - Business - Tax Returns, BAS, etc.
Tax Planning and Business Strategy
Xero Health Check
Bookkeeping Services
Bookkeeping & Accounting Software Training
Business Startup Advice
Restructuring & Planning
Money Mentoring
Other:
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Do you own a business?
Yes
I'm just about to start my business
No
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What is your business's legal trading name?
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What does your business do?
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Which state are you located?
So we don't call you outside of office hours as we are in NSW and may be in a different timezone.
NSW
VIC
QLD
SA
WA
TAS
NT
ACT
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What is the ABN of your business?
If you have more than one, please supply all ABNs.
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We love chatting about accounting software! Which one do you use?
Xero
MYOB Essentials (cloud-based)
MYOB AccountRight (cloud-based)
MYOB AccountRight (desktop)
QuickBooks Online
Excel
Paper (shoebox of receipts and manual invoices/free online invoice software)
Other:
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We also love an app-stack. Please list any other apps you use to help manage and run your business.
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What stresses you out the most in your business?
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Did you setup your own accounting software file?
Xero, QuickBooks, MYOB etc.
Yes
No (my bookkeeper/accountant set it up for me)
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Do you have a bookkeeper?
I have a bookkeeper
I do my own bookkeeping
What is bookkeeping?
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Why are you looking for a new accountant?
Choose all that apply.
Price
Bad communication
Not proactive
Not the right fit
I've had a bad experience
Other:
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Finally, how did you hear about us?
If someone referred you, please list their name or business name so that we can thank them!
Google
Instagram
Facebook
Other:
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