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Request a Bookkeeping Quote
1
Introduction
2
Additional Details
3
Final Questions
Name
*
First
Last
Email Address
*
Phone Number
*
Business Trading Name
*
What does your business do?
*
Business Structure
*
Sole Trader
Company
Trust
Partnership
Don't know/other
Is this a new business?
*
Yes
No
Tick which apply (you can tick more than one option)
*
You'd like us to get your books setup / you need some assistance going forward.
You've done some bookkeeping a while back, but overall you are pretty behind and need a catch up.
You need a few issues tidied up by a bookkeeper.
You have been running your business for a while but not had the chance to get a bookkeeping system setup.
You'd like us to teach you how to run your own books in Xero.
You're either doing your books yourself or you are using a bookkeeper that you aren't happy with and you'd like some information on our services.
Are you currently using Xero?
*
Yes
No
I don't use a bookkeeping software
Would you be willing to switch to Xero?
*
Yes
No
Please note we currently only provide bookkeeping services using Xero. This is because we believe that this is the best software on the market.
What Bookkeeping Software do you use?
*
Select which apply
*
You require a one off-bookkeeping catch up
You would like some bookkeeping training
You would to enquire about ongoing bookkeeping assistance
Do you authorise us to view your bookkeeping file in order to determine where you are at overall?
*
Yes
No/Not sure at this stage
I don't have a bookkeeping file
Please send us an invitation with advisor access to view your file.
Xero:
[email protected]
Any other software:
[email protected]
Would you like us to set you up with a Xero file?
*
Yes
No
Do you authorise us to add you as our client with the ATO in order to determine where you are at with your obligations?
*
Yes
No/Not sure at this stage
TFN
*
ABN
*
Business name as with ATO
*
Date of Birth
*
Day
Month
Year
Are you registered for GST?
*
Yes
No
Not sure
No, but I'd like you help to get this organised
Are you registered for Wages?
*
Yes
No
Not sure
No, but I'd like you help to get this organised
Any other information that you'd like us to know?
Comments
This field is for validation purposes and should be left unchanged.
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