The 2026 Client
Year-End Questionnaire
The exact questions I sent every business client before starting their financials, back when I ran my own practice. Updated for 2026.
DOWNLOAD NOWA Free Resource For Practice Owners
Back when I ran my own practice, I sent every business client this questionnaire before we started their financials. It was never really about the paperwork. It was about opening up a proper conversation, the kind that turns a compliance job into real advisory work.
I've dusted it off, redesigned it and updated it for 2026. Take out the copy under the heading below, drop in your own branding and team names, and send it to every business client before you start their financials this year, no matter how big or small they are. You'll be surprised what it opens up.
Why This Questionnaire Matters More Than You Think
Every year, good accountants get blamed for problems they were never told about. Not because they did anything wrong, because nobody had the conversation that would have surfaced it.
- Turn compliance into a real conversation.
- Ask the questions that actually matter.
- Fully editable and ready to brand.
Hi, I'm Amanda.
I help accounting practice owners have better practices and better lives.
If your life has become surviving from one lodgement deadline to another, putting out fire after fire and thinking to yourself, “Surely things have to get better… things will turn eventually”, but you end up never really making progress, I’m here to help.
When you work with me, you will learn so many strategies and develop a new mindset which will help you become a better business owner, boss, friend and parent and partner.
You’ll be surprised at just how easy it can be. Book a call to get started.
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