Client Brief

At Your Service

Consider CAS as part of your team; so, like your doctor, the more we know about you, the better we can assist you. In order to evaluate the level and types of services you require, we have designed the following questionnaire to help us analyse and decide if we are the right fit for you.

Before you contact us, please complete our Client Brief.

Personal Data

Business Data

Do you have ambition to: –



Make more money

Have more lifestyle

Service Related Questions

Please rate your company’s strength in the following areas using a 5 point scale
(1 = poor and 5 = superior)

Overall Vision/Mission/Strategy?

Finance/Cash Flow/Banking?

Sales & Marketing?



Succession Planning or Exit Strategy?

  • Having three salons to run is a constant challenge but this is made easier by the support I receive from Paul and his team. A professional and nurturing accountant that I believe every successful business needs.

    - Leah Brathwaite, Aruba Blu

  • We were recommended to Paul by Barclay’s Bank. It was the best decision we made to move across to Paul and his team. He is so pro-active and hands on helping us, we wouldn’t be in the great position we are in now if it wasn’t for all his help and support.

    - Becky Harrison, Boscastle Spar

  • Our position has been completely vindicated thanks entirely to your knowledge, and your unshakable desire to stick to your principles, all of which is a measure of your integrity, something for which I am immensely grateful.

    - Henry from Bodmin

  • I can’t imagine that anyone would not come away from your Wally Seminar evening inspired, motivated and energised to make a difference to their business.

    - Luke from Barlborough

  • It was a no-brainer to ask Cornish Accounting to get involved when we started building our business. It is one of the soundest business decisions we have ever made.

    - Joe from Exeter