Initial Consult Form About You Please complete this form before your initial consultation. Full Name * Email * Contact Phone Number * About Your Business Business Trading Name * Business Legal Name Business Address Postal Address Business Email Phone Number Website ABN * Are you registered for GST? * Yes No Not Sure Business Structure * Company Partnership Sole Trader Trust Not For Profit SMSF Not Sure Other If other business structure: What industry is your business in? eg. Florist, Architect, Restraunt, etc Describe what your business does and hopes to do When did you start trading? * Estimate if not sure exactly MM DD YYYY About Your Bookkeeping The following questions help us to understand your bookkeeping needs, and give you a quote. Which account software are you using? * Xero QuickBooks Online MYOB Reckon Accounts Sage Spreadsheets Nothing Other If other accounting software: Do you use any add-ons or other software to track your sales and accounting data? How many employees do you have? * None 1-2 3-5 6-10 11-20 21-50 51-100 What is your average yearly net income? * Net Profit = Income Expenses <$50k $50k - $100k $100k - $250k $250k - $500k $500k - $1m $1m - $2m $2m+ Other If other average income: How many bank accounts do you have? Everyday Transactions 0 1 2 3 4 Credit Cards 0 1 2 3 4 Loans 0 1 2 3 4 Do you use online banking? * Yes No How many bank and credit card transactions do you have on average each month? * This is the TOTAL of all the transactions across ALL OF YOUR ACCOUNTS. To work this out, you can do a date range search for a whole year on each account to get the total ANNUAL transactions and divide that number by 12 months. That gives you the average monthly amount per account. Then add the monthly total from each account to get the grand total. <50 50-100 100-150 150-200 200-300 300-500 500-750 750-1000 1000+ If more than 1000 transactions: Select the ongoing bookkeeping & accounting tasks you need? * Reconcile bank accounts Reconcile credit cards Loan/Hire Purchase/Chattel Mortgage reconciliations including calculating and entering interest Enter supplier invoices Pay bills and suppliers from your bank account Contact suppliers to retrieve missing paperwork Enter sales invoices and email to clients Follow up on client overdue invoices Calculate and record wages Pay wages from your bank account Set up new employees Update staff award changes as they occur Onboard new employees (Create and send new employee welcome packs) Manage and update inventory Assist with stocktake and inventory reconciliation Speak with your accountant when needed Speak to the ATO when needed If other bookkeeping & accounting tasks: Please select the compliance tasks you need * Prepare and lodge Quarterly BAS Prepare and lodge Monthly BAS Prepare and lodge Monthly IAS Prepare and lodge Quarterly PAYGI Prepare and lodge Quarterly Superannuation Prepare and lodge Monthly Superannuation Prepare and lodge Annual TPAR Statement Prepare and lodge Quarterly Payroll Tax Prepare and lodge Monthly Payroll Tax Prepare and lodge Annual Employee PAYG Payment Summaries If other compliance tasks: What do you need us to set up? Payroll (initial set up) Xero Set Up (initial set up) Xero Migration (Move you from another software to Xero) QBO Set Up (initial set up) Integration with an external software Tracking codes Inventory items catalogue Other If other: Select the frequency that you would like bookkeeping tasks to be done * Weekly Fortnightly Monthly Quarterly Annually How often do you want completed and finalised accounts/reports * End of financial year only (for your tax return) End of each quarter (for your BAS lodgements) End of each month (for your budget/forecast) End of each fortnight (to review money owed to and by you) End of each week (to review money owed to and by you) How often would you like to meet with your bookkeeper to discuss your accounts and bookkeeping? This includes phone calls and Zoom meetings Never Annually Quarterly Monthly Fortnightly Weekly Do you have a current bookkeeper? Yes No If you have a bookkeeper already, why do you want to change? Are you up to date with your bookkeeping? * Anything less than 3 months is considered up to date Yes No Not Sure Which BAS was your last to be lodged? * Enter the date of the end of the quarter of that BAS (not the date it was actually lodged). Eg. 30/09/2018, 31/12/2018 MM DD YYYY Thank you!
