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Welcome to the beginning of your success story
By completing the form below will allow us to understand your bookkeeping needs prior our initial meeting.
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Tell me about yourself
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Indicates required field
Business/ Entity Name
*
ABN
*
What’s your story so far?
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What do you think you need?
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What's Currently Happening
Who is your accountant?
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Are you using your business bank accounts for both business & personal expenses?
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Yes
No
Are you behind on your books more than 1 week?
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Yes
No
What accounting software are you using?
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Xero
MYOB
Quickbooks
Other
Are you using expense AI?
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Hubdoc
Dext
Other
What is the approximate number of bank transactions per month (across all company bank accounts)?
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40
75
110
145
180
215
250
285
320
355
How many customer statements would you issue for an average month?
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5-10
10-20
20-30
30-40
Other
Do you use job costing or projects?
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Yes
No
Do you use any operations software? If so which ones?
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Do you have any of the following admin needs?
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Email Management
Human Resources
Virtual Assistant
No
Other
Current Payroll Situtation
Do you require payroll support?
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Yes
No
Number of staff
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Frequency of Payroll
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Weekly
Fortnightly
Monthly
What do you use for timesheet recording?
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What award is your staff under?
*
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