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Firm/Referrer Information

Referral Situation *

Pick the most accurate situation

I'm a firm, This is a current client that needs additional services to mine
I'm a firm, This is a current client that is not a fit for us
I'm a firm, This is a lead (potential client) that is not a fit for us
I'm a referral partner that has a lead to match with a pro
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Referrer, If you are a firm, why is the client not a fit?

Explain why the client/lead isn't a fit for your firm

Option 1
Option 2
Option 3
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Referrer Company Website on account *

Referrer Name / Your Name *

Referrer Email

Referrer Mobile Phone Number

Client/Lead Information

First Name *

Last Name *

Mobile Phone *

Email *

What Best Describes Their Situation?

Individual/Family
Business/Organization
Both
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Organization Name

What type of 2.0 Accountant do they want?

Select the best answer, or both

I want the best, as long as they are in my country, cloud works for me
I want the best that I can get while still being able to visit their office
I want the best regardless of where they are, cloud works for me
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Most Important Factor

Select what you think matters most to them

Understands My Situation
Experience Level
Client Satisfaction
Fast Communication
Location
Lowest Price
Most Years In Business
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Any concerns about their current situation? Or general notes *

What Level of Certifications do you require of your Accounting Service Provider

What experience should they have

Professional Designation (CPA, CFA, ACCA, CBV, Etc.)(governed by a professional body)
Certified Professional Tax Preparer, Bookkeeper, Payroll, etc. (CPB, EA, CPP, etc.)
Non-certified or Designated, Experienced Professional is all that I need, just as long as it gets done right
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Matching Criteria

Optional, but must be filled out to the best of your knowledge for referral fees

City

State/Province

Country

Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Congo, The Democratic Republic of the
Cook Islands
Costa Rica
Cote D"Ivoire
Croatia
Cuba
Cyprus
Czech Republic
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands (Malvinas)
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and Mcdonald Islands
Holy See (Vatican City State)
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran, Islamic Republic Of
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea, Democratic People"S Republic
Korea, Republic of
Kuwait
Kyrgyzstan
Land Islands
Lao People"S Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libyan Arab Jamahiriya
Liechtenstein
Lithuania
Luxembourg
Macao
Macedonia, The Former Yugoslav Republic of
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia, Federated States of
Moldova, Republic of
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestinian Territory, Occupied
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Reunion
Romania
Russian Federation
Rwanda
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Swaziland
Sweden
Switzerland
Syrian Arab Republic
Taiwan
Tajikistan
Tanzania, United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
UK
Ukraine
United Arab Emirates
United States
United States Minor Outlying Islands
Uruguay
Uzbekistan
Vanuatu
Venezuela
Viet Nam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
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If they are a Individual/Family, fill out more information below for them.

Household Annual Income

Please Select

Under $100,000
$100,000 to $250,000
$250,000 and over
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Types of Individual/family Services Needed

Income Tax Preparation
Tax Planning
Estate Planning
Retirement Planning
Budgeting and Financial Planning
Investments and Wealth
Debt Management
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Do you or anyone in the family file in multiple countries?

Yes

Do you or anyone in the family have business income?

Yes

If they are a Business/Organization, fill out more information below for them.

Types of Business Services Needed

Select all that apply

Bookkeeping
Payroll
Business Taxes
Start a Company
Advisory or CFO Service
Review or Audit
Clean-Up and Catch-Up My Company Financials
Other Business Services (Grants, Business Plans, Coaching, etc.)
Tax Planning
Tax Credits and Grants
Something Else
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Revenue (Businesses) Household Income

Previous or projected current year

Less than 50k
50 - 100k
100 - 250k
250 - 500k
500k - 1m
1 - 2.5m
2.5 - 5m
5 - 10m
10 - 25m
25 - 50m
50 - 100m
100 - 250m
Over 250m
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Average Monthly Expenses

What are your average monthly expenses?

Under 10k
10 - 30k
30 - 60k
60 - 100k
100 - 150k
150 - 200k
200 - 500k
500k - 1m
1 - 2.5m
2.5 - 10m
10 - 25m
25 - 100m
100 - 250m
Over 250m
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What type of business?

Please select the type of organization/business

Sole Proprietor
Partnership
LLC, Corp
Non-Profit
Charity
Government
Franchisor
Franchisee
Multinational
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Industry

Please select the industry you are in

Accommodation and food services
Administrative and support, waste management and remediation services
Agriculture, forestry, fishing and hunting
Construction
Ecommerce (Physical Goods)
Ecommerce (Digital Goods)
Educational services
Emerging Technologies (AI, renewable energy, aerospace, automation, etc.
Events and Amusement
Finance and insurance
Health care and social assistance
Information and cultural industries
Management of companies and enterprises
Manufacturing
Mining, quarrying, and oil and gas extraction
Other services (except public administration)
Professional, scientific and technical services
Professional Services (legal, financial, HR, Advisory)
Public administration
Real estate and rental and leasing
Restaurant and Bar
Retail trade (brick and mortar)
Service Industry Commercial (Contracting, building, maintenance, etc.)
Service Industry Industrial (Contracting, building, maintenance, etc.)
Service Industry Residential (Contracting, building, maintenance, etc.)
Transportation and warehousing
Utilities
Wholesale trade, distribution and warehousing
Other (Not included)
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Describe the industry in more detail, such as sub-industries (example: construction, landscaping, lawn-sprinklers

Size of Company (Personnel/staff/contractors)

How many full time equivalent staff do you have?

0
1 - 3
4 - 10
10 - 25
25 - 100
100 - 250
250 - 500
500 - 1000
1000 - 2500
2500 - 5000
Over 5000
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What Accounting Software Do They Currently Use?

Accounting Software Used

Intuit QuickBooks Online
Xero
Freshbooks
Zoho Books
Sage Business Cloud Accounting
Wave Accounting
Intuit QuickBooks Desktop
Sage 50
Netsuite
Sage Intact
Accumatica
Microsoft Dynamics
Odoo
Kashoo
SAP
myob
Other
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What Other Softwares Do You Use? Such as E-commerce (ie. Shopify), Sales And invoicing (ie. Square), Payroll (ie. ADP), Service App(ie. Jobber), Etc.

Extras and Legal Stuff

Additional Special Services and Products you are interested in

Specialized Grants and Tax Credits Available

Specialized High income Advanced Tax Reduction

Business Valuation and Exit Advisory

Business HR and Benefits

Marketing Services and Tools

Industry, Financial and Accounting Tools

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