Qualification questionnaire
Request the Complimentary Business Growth Diagnostic Report™
The questionnaire helps Langley CPA understand the business, the questions management wants to address, and whether the request appears suitable for a CPA-developed preliminary diagnostic.
Premium, staged process
What happens after you submit
- 01
Internal CPA assessment
The firm evaluates the questionnaire and determines whether the company and request appear appropriate for the diagnostic process.
- 02
Secure portal invitation
Accepted prospects receive separate instructions for using the firm's approved secure client portal. No public upload link is provided.
- 03
CPA-developed analysis
The firm requests relevant financial information and performs a preliminary analysis using professional judgment and technology where appropriate.
- 04
Diagnostic report
The firm prepares the written Business Growth Diagnostic Report™ based on the accepted scope and information supplied.
- 05
Strategy meeting
The findings are discussed with the prospect, and an ongoing engagement or Special Project may be recommended when there is a good fit.
Request consideration
Tell us about the business.
Complete the public qualification questionnaire below. The firm evaluates each request before asking for financial records or accepting a diagnostic engagement.
The report is preliminary and based on prospect-supplied information. It is not an audit, review, compilation, tax opinion, valuation, legal opinion, or guarantee of results. A request does not guarantee acceptance or delivery of a report.