TSBP Advisory Quiz - The Small Business Project

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Take The Quiz: What Type of Advisory Are You Really Delivering?

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Most advisory conversations in your firm start because…(Required)

A bank, broker, or lawyer has asked for something urgently (bonus points if it’s “needed yesterday")

We’ve scheduled a monthly or quarterly report review.

We’ve spotted a tax-saving or structuring opportunity.

The client asked for help to grow, improve, or get unstuck and we’re exploring that together.

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Q1 → Firefighter?

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Q1 → Tax Tailor?

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Q1 → Data DJ?

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Q1 → Business Buddy?

How proactive are you, really?(Required)

A little, especially during tax planning season.

Quite proactive, but usually about reviewing numbers we’ve prepared.

Very, we’re regularly initiating strategic, client-led discussions.

Not very, we spring into action when someone else rings the bell.

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Q2 → Firefighter?

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Q2 → Tax Tailor?

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Q2 → Data DJ?

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Q2 → Business Buddy?

In your advisory meetings, you usually…(Required)

Ask big, open questions, uncover roadblocks, and co-create next steps.

Present documents someone else has requested.

Explain the benefits of a tax strategy or structure.

Review KPI dashboards and AI summaries, then email the client a recap.

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Q3 → Firefighter?

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Q3 → Tax Tailor?

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Q3 → Data DJ?

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Q3 → Business Buddy?

The client’s face during advisory meetings most often says…(Required)

“This is exactly what I needed, let’s do more.”

“Thanks for helping me tick this off for the bank.”

“Good to know, I’ll leave the tax wizardry to you.”

“This is interesting… I think?”

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Q4 → Firefighter?

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Q4 → Tax Tailor?

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Q4 → Data DJ?

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Q4 → Business Buddy?

Who delivers advisory in your firm?(Required)

A mix of the team, because we’ve got a process that makes it safe.

Mostly senior accountants.

Accountants comfortable with numbers but not always the conversation.

Just the principal, it’s too risky to let anyone else near it.

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Q5 → Firefighter?

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Q5 → Tax Tailor?

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Q5 → Data DJ?

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Q5 → Business Buddy?

Your team’s feelings about advisory work are…(Required)

“I can handle tax planning but don’t make me ask ‘business questions’.”

“Yikes. That’s above my pay grade.”

“I know the steps, so I’m good even if I’m still learning.”

"Fine with reports, nervous about the rest.”

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Q6 → Firefighter?

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Q6 → Tax Tailor?

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Q6 → Data DJ?

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Q6 → Business Buddy?

If you stopped delivering advisory tomorrow, clients would…(Required)

Lose a nice-to-have service, they might even feel relieved not to read the reports.

Miss some tax savings, but their business life wouldn’t change.

Wonder how they’d cope without the conversations and guidance.

Barely notice. They’d just go to the bank with their own spreadsheets.

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Q7 → Firefighter?

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Q7 → Tax Tailor?

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Q7 → Data DJ?

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Q7 → Business Buddy?

How do you measure the success of your advisory services?(Required)

If clients are achieving the goals they set and telling us about it.

If clients keep subscribing to our reporting package.

Whether the external party is satisfied.

How much tax we’ve saved.

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Q8 → Firefighter?

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Q8 → Tax Tailor?

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Q8 → Data DJ?

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Q8 → Business Buddy?

What do you enjoy most about advisory?(Required)

Using my technical brain to solve tricky problems.

Seeing patterns in the numbers.

Watching a client’s eyes light up when they see what’s possible.

The rush of getting it done under pressure.

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Q9 → Firefighter?

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Q9 → Tax Tailor?

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Q9 → Data DJ?

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Q9 → Business Buddy?

How would you describe your firm’s “advisory personality”?(Required)

Our firm is like a buddy in business, helping clients navigate from where they are to where they want to be.

Consider us the tailors of the tax world, we cut and stitch structures to fit.

We're data DJ's, mixing numbers into neat little playlists.

We are like firefighters, rushing in when trouble strikes.

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Q10 → Firefighter?

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Q10 → Tax Tailor?

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Q10 → Data DJ?

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Q10 → Business Buddy?

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Total – Firefighter

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Total – Tax Tailor

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Total – Data DJ

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Total – Business Buddy

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FFminusTT

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FFminusDD

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FFminusBB

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TTminusFF

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TTminusDD

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TTminusBB

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DDminusFF

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DDminusTT

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DDminusBB

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BBminusFF

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BBminusTT

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BBminusDD

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Result – Firefighter

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Result – Tax Tailor

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Result – Data DJ

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Result – Business Buddy

FF: {Total – Firefighter} | TT: {Total – Tax Tailor} | DD: {Total – Data DJ} | BB: {Total – Business Buddy}

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