New Client Questionnaire

McSwain Hiott CPAs

210 Wingo Way Suite #301
Mt. Pleasant, SC 29464
Ph: (843) 224.3271

Mailing Address

PO Box 30006
Charleston, SC 29464

Working with a new customer is a big deal for us. We want to build relationships and not just do business. Our first step is to find out what you are looking for. Next we continue the conversation to find out if we can work together.

This is the first step in the process. Please fill out our questions below.

Your Name (*)

Business Name

Email (*)

Phone No. (fill in if you want us to call you)

Preferred method of contact
 Email Phone
What do you hope to achieve in working with our firm?

How do you measure what you hope to achieve?

As far as achieving goals, where do you stand now?

Where would you like to be in 1 year, 2 years?

What's the value of us helping you achieve your goals on an immediate basis?

What's the value of us helping you achieve your goals over an extended period of time?

What goals do you want to achieve? Please list them in order of importance.

What keeps you up at night?

What gets you out of bed in the morning?

If we could grant you three wishes in your business, what three things would you want us to create and/or destroy?

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