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Take the diagnostic

Tell us more about your firm

Now that your call with us is booked, here’s a more in-depth diagnostic to give us some background information about your firm and your specific outsourcing needs.

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About your firm

Step 1 of 3

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Name
First Last
Email address
Annual Sales
How satisfied are you with the current level of work your firm has?
How would you like to see the level of work improve?

How many staff do you currently employ?*
How many offices do you have?
How easy do you find it to recruit new staff?
How easy do you find it to retain staff?
What approaches are you using to make your firm more attractive to staff?
- Increasing move to advisory
- Increasing high-end compliance work, e.g. audit
- Improving work-life balance
- Offering hybrid working
- Other

What is driving your interest in outsourcing?
- Need to move into higher value services to increase revenue per head
- Need to move into higher value services to attract and retain staff
- We cannot get enough staff
- We need to reduce our costs
- We want to remove capacity limits on our growth
- We are looking to replace our existing outsourcer
- Other
What are you looking to outsource with AdvanceTrack?
- Accounts and business tax
- Personal tax
- Bookkeeping
- Payroll processing
- Audit
- Conversions
- Other
How do you see the service working?
- We will send a regular stream of jobs (accounts, books etc.) to the AdvanceTrack team
- We have named individuals working solely for our firm
- The AdvanceTrack team will log in to our servers to do the work
- The AdvanceTrack team will do the work on your own software and return the files
- We will send ad-hoc work
- I'm not sure - it is something I'd like to discuss
What is important to you in your choice of outsourcing partner?
- Quality of the work returned
- Consistency of turnaround
- Information security and privacy
- Long track record of delivering work to firms like mine
- Good communication
- Brand
- Relationship
- Scalable capacity
- Experience with the software we use
- Other
What software do your client's currently use?
- Xero
- Quickbooks Online
- Sage Online
- Sage Desktop
- Quickbooks Desktop
- Dext
- AutoEntry
- Datamolino
- Hubdoc
- Excel
- Other
What software does your firm use?
- Alpha Tax
- Capium
- Caseware
- CCH
- Digita
- Iris
- SAPA
- Silverfin
- TaxCalc
- TaxFiler
- VT
- Xero Tax
- Xero Practice Manager
- My Workpapers
- Other
Have you outsourced before?
- We currently outsource
- We have outsourced in the past
- We have never outsourced
If you outsourced previously, what did/do you outsource?
- Accounts and business tax
- Personal tax
- Bookkeeping
- Payroll processing
- Audit
- Conversions
- Other
What will we need to do better than your previous outsourcer to make our partnership a success?
What challenges will we need to overcome to make our partnership a success?
Do you have any questions for us?
How soon will you begin?
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AdvanceTrack^® Outsourcing
University of Warwick Science Park
The Venture Centre
Sir William Lyons Road
CV4 7EZ, UK

Tel: +44 (0) 24 7601 6308

Fax: +44 (0) 24 7660 1122

AdvanceTrack® Outsourcing Australia
Level 10, 20 Martin Place
Sydney, New South Wales
NSW 2000, Australia

Tel: +61 27 202 1478

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