Start with a Discovery Questionnaire
Every business has different goals, systems, challenges, and communication preferences. The Discovery Questionnaire helps Crownmark Advisory understand your current situation before recommending services or next steps. Most clients complete the questionnaire in about 5–10 minutes.
How the Process Works
Share details about your business, current bookkeeping or accounting setup, systems, pain points, goals, and preferred communication style.
1. Complete the Questionnaire
Your responses are reviewed to identify potential service needs, business complexity, setup or cleanup requirements, reporting needs, and possible advisory support.
2. Crownmark Reviews Your Information
Depending on your needs, Crownmark may provide written recommendations, service options, pricing guidance, or suggest a brief discussion before finalizing scope.
3. Receive Recommendations & Next Steps
Why We Ask Detailed Questions
Not every business needs the same services, and not every client prefers the same working style. The Discovery Questionnaire helps identify current needs, business complexity, existing systems, communication preferences, and potential areas of support before recommendations are made. Some clients prefer written recommendations and email communication, while others benefit from a discussion. The questionnaire helps determine the most appropriate next step based on your situation and preferences.
No Obligation
Completing the Discovery Questionnaire does not create an obligation to purchase services. Its purpose is simply to determine whether Crownmark Advisory is the right fit for your business and how we may be able to help.