|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Directions:
|
Place
a checkmark in the box next to each item that
best describes your needs and/or how we are
doing as your business
advisors. |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1. |
|
How
can [Firm Name]
professionals continue to add value to the
current services we
provide |
|
|
|
you
and your
business? |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
a. |
Technology
consulting including E-commerce; Web page,
Intranet, Extranet,
design |
|
|
|
|
|
maintenance
or management; disaster recovery; electronic
delivery of business
information; |
|
|
|
|
|
Internet
service provision; or other areas of technology
consulting |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
b. |
Personal
financial planning; estate planning; wealth
transfer; risk management; retirement planning;
|
|
|
|
|
|
tax
planning; education and other special goals
funding |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
c. |
Human
resources management and consulting; employee
recruitment; performance measurements;
|
|
|
|
|
|
strategic
and /or long range planning and
development |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2. |
|
What
business plans are you contemplating that
[Firm Name]
professionals can assist you
with |
|
|
|
developing
and/or
implementing? |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
a. |
Global
or domestic expansion or reduction of
business |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
b. |
Mergers
and/or acquisition strategies and
planning |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
c. |
Development
of competitive programs to compete for skilled
employees including wage
and |
|
|
|
|
|
salary
programs, key employee benefits programs and
recruitment
techniques |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
d. |
How
to take advantage of forming strategic alliances
to reduce costs |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
3. |
|
How
can we at [Firm
Name]
maximize our effectiveness in addressing your
needs? |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
a. |
Increased
levels of communication |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
b. |
Attendance
at your business planning meetings, retreats or
board meetings |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
c. |
Offering
of more educational programs and seminars on a
variety of topics |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
d. |
Providing
a wider referral network for you and your
business |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
4. |
|
Please
rate us on our service quality and delivery by
placing a checkmark in the box
that |
|
|
|
best
describes your view, with 5 being excellent and
1 being below
average. |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
A. |
Service
Quality |
|
|
|
|
|
|
N/A |
1 |
2 |
3 |
4 |
5 |
|
|
|
|
|
|
1 |
Tax
returns |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2 |
Financial
statements |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
3 |
Tax
planning and advice |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
4 |
Business
planning |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
5 |
Technology
consulting |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
B. |
Service
Delivery |
|
|
|
|
|
|
N/A |
1 |
2 |
3 |
4 |
5 |
|
|
|
|
|
|
1 |
We
keep you informed of the progress of the
project |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2 |
We
communicate clearly and involve you in key
issues |
|
|
|
|
|
|
|
|
|
|
|
|
|
3 |
We
have been helpful in providing innovative ideas
and creative
solutions |
|
|
|
|
|
|
|
|
|
|
|
|
|
4 |
We
return your telephone calls
promptly |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
5 |
We
are responsive to your
requests |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
6 |
We
keep our promises with respect to deadlines
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
7 |
Our
staff is accessible to you and your
staff |
|
|
|
|
|
|
|
|
|
|
|
|
