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About Us
Our Services
Careers
- Our Scholarship
Make a Payment
Resources

Client Enquiry Form

Resources

working with us

Interested in becoming a CooperAitken client?

Please complete the below form (as best you can).

We will touch base very soon to arrange a chat.

Name(Required)

First Last

Home Phone No.

Mobile Phone No.(Required)

Email(Required)

Business Type(Required)

Farming

Business

Investor

Details of business(Required)

How did you hear about CooperAitken?(Required)

Search engine (Google or other)

Social Media

Community

Referred to us

Other

Referral;(Required)

A CooperAitken Client

A CooperAitken team member

A Professional Peer

Other

Referrer Name:(Required)

What led to your decision to engage with CooperAitken?(Required)

Annual Turnover

$100,000 - $250,000

$250,001 - $400,000

$400,001 - $800,000

$800,001 - $1,500,000

Other

Which branch would you like to deal with?(Required)

Have you set funds aside to ensure you can and do make tax payments on time?(Required)

Yes

No

N/A

Are you aware of your expected tax obligations this year, i.e. roughly how much tax you will need to pay?(Required)

Yes

No

N/A

Do you have a documented Business Plan to ensure you're on track to achieving objectives?(Required)

Yes

No

N/A

Do you complete regular monthly management reporting of your results?(Required)

Yes

No

N/A

Do you have spare time and energy to enjoy life outside of your business?(Required)

Yes

No

N/A

Have you protected and documented all your assets in accordance with your needs?(Required)

Yes

No

N/A

Do you have a plan to exit or sell your business with a specific period?

Yes

No

N/A

What are three biggest challenges you are facing?

What are the three biggest opportunities in your business?

What do you want your business to look like in three years' time?

Is there anything else you would like to discuss at the meeting?

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MORRINSVILLE 07 889 7153
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CooperAitken Limited

Waikato Chartered Accountants and Business Advisors for Life.

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0800 866 191

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OUR OFFICES

MORRINSVILLE
42 Moorhouse Street,
PO Box 23,
Morrinsville 3300
Phone: 07 889 7153

THAMES
104 Sealey Street,
PO Box 559,
Thames 3500
Phone: 07 868 9945

MATAMATA
2 Arawa Street,
PO Box 51,
Matamata 3400
Phone: 07 888 8002

HAMILTON
Torutek Building,
Waikato Innovation Park,
1 Melody Lane, Hamilton East 3216
Phone: 07 595 0351

© CooperAitken Limited. Waikato Chartered Accountants and Business Advisors.

Standard T&Cs | Website Disclaimer & Privacy Policy

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