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I have successfully been using Beancounter's Online Questionnaires for several years. Initially, it was through my small business practice, and now we are implementing their use across Deloitte. The key drivers for me are simple:
  • The client will spend no more time on this in the first year and then in following years they will spend a lot less time completing questionnaires because the relevant data carries forward.
  • Clients are asked only relevant questions . Each screen is driven by the responses on the previous screen.
  • The accounting team have clear (and legible) and complete information to work from.
  • The costs of use are far less than having paper based questionnaires sent out and followed up.
  • The Beancounter team provide great, and personable, support to ensure the process works well for your business and your clients.
Denis Woods and his team put in the hard work so we can focus on the accounting compilation and advice we provide to the clients.
Stephen Nicholas
Partner, Accounting and Advisory

"We decided to use the 24/7 Beancounter resourcing service this year to help get us through the busy chunk of the year. 5 or 6 months later we’ve discovered that we’ve achieved write ons for every single resourcing job! We’re now looking for ways to outsource more work through Beancounter. Not only is it a cost effective service, but we only outsource our extra capacity so staff are busy but not overwhelmed. Staff are also happy because they get write ons allocated to them and they have a service available to help them out with their workloads through the busy months. Beancounter’s quick turn around times also fit in well with our internal systems and their service has been top notch – thanks Wilson.”
Dylan Guitry - BW Chartered Accountants Limited

"You have a fabulous service and we are looking forward to the year ahead."
Danelle - Stephenson Thorner

"Initially I intended to use Beancounter to get up to date however I have been so pleased with the results and unable to find a suitable accounting clerk that I am utilising the service as an equivalent to a staff member which has really taken the pressure off. Brilliant service!"
Kathryn de Bruin - Kathryn de Bruin Chartered Accountants Ltd

As a new practice the 247 Beancounter online client questionnaire has helped us launch our clients onto the platform of the future. It certainly helps enhance our philosophy of being technologically advanced and cutting edge! The reactive nature of the questionnaires means they are individually tailored to our client types. This saves the confusion of searching for answers where none exist. The implementation of enhancements has been excellent and feedback listened to and acted on.

We have been both surprised and delighted at the take-up by clients and the fullness of information that we have received as a result. It seems nearly everyone has an email and connection, even in rural NZ.

I can't imagine using any other form of questionnaire in the future.
Edwin Read - Osborne Read

The online questionnaire is fantastic!, our clients have taken to the questionnaire very easily, it provides us an opportunity for more value added work through the additional information it collects, its easy to import your database details, and the checklist for clients it produces asks them to give us only what we need to prep the accounts, It will help to make your practice more efficient, we wont go back to paper based checklists we'll stick with the online questionnaire.
Jeremy Tauri - Associate - Plus Chartered Accountants Ltd

'Thanks we are getting a lot more back than ever before!'
Michelle - Hayes Knight
View Online Client Questionnaire demo, click here

P O Box 4046
Wanganui 4541
New Zealand

Phone: 0800 232-626
Email: info@247beancounter.com

Revolutionise your practice NOW! Please contact us on 0800 232-626 or e-mail us by clicking here for further information and a demonstration of our Online Client Questionnaire.