Awesome! This will take 3-5 mins. Let's begin with your name ^*

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Please provide your email address. ^*

We will not spam you - this is purely for demo updates

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If you prefer to be contacted via phone, kindly share your phone number.

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What is the name & location of your accounting firm? ^*

Business Name & Location

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What is the size of your accounting firm?

solo practitioner

2-10 employees

11-50 employees

50+ employees

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How many clients do you service?

1-100

100 - 500

500 - 1000

1000+

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What is your firm's annual revenue?

< $150k

$150k - $250k

$250k - $500k

$500k - $1m

$1m +

unsure

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What is the structure of your accounting firm's ownership?

sole practitioner (sole trader or LTD)

LTD company - with employee accountants

LLP (multiple partner accountants)

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What services do you offer?

tick all that apply

bookkeeping

tax preparation

payroll

audit and assurance

consulting /advisory

Other

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What are your biggest operational challenges?

tick all that apply

Manual data entry

Staying on top of client communications

Workflow inefficiencies

Compliance

Other

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Are you planning to grow your firm in the next 1-2 years?

Yes - we're in growth mode now

Yes - we aim to grow soon

No - we have no plans to grow

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How would you describe your attitude to tech in your business?

tick all that apply

Early adopter of new tech

Open but cautious

Prefer proven solutions

Avoid new tech unless necessary

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Which tech tools does your accounting firm use day-to-day? ^*

e.g bookkeeping, AML, practice management software

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Lastly, how did you hear about us? ^*

We love to find out how you come across Team Fineo - is it word of mouth? event? social media? let us know

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