How Satisfied are you with:                                                   1 = low  5 = high

Tax Services

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1. Does your CPA firm provide value-added creative tax strategies?

2. Does your CPA understand your business and have a proactive approach to help your business succeed, including addressing business and shareholder tax issues?

3. Have entity selection, multi-state, estate, and sales tax strategies been addressed timely and effectively on an ongoing basis?

Accounting Services

4. Are you receiving timely, quality information related to your business performance so that you can make informed decisions?   Assess company performance versus peers?

5. Are you comfortable that your business has internal controls which minimize fraudulent activities?

6. Is your CPA firm a profit enhancement advocate and a firm that knows the smaller to mid-sized privately-owned businesses’ accounting, tax and financing issues?

Cost Accounting

7. Are you satisfied with the costing of your company’s products or services and are profit margins more than satisfactory?

Personal Finance Planning

8. Have you done any estate planning within the last several years?

9. Is there a succession plan in place?

Controllership

10.  Does your business have an annual budget, including projections of cash flows? 

Business Valuations

11.  Does the value of the business need to be determined for shareholder additions or redemptions, estate planning or tax filing, gifting or shareholder divorce proceedings?

12.  Does management plan to acquire or merge with another company?  If so, has the value of the business been determined or reviewed for reasonableness?