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11
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1
Name
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First Name
Last Name
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2
Business Name
This is the name of your company, trust and or sole trader name
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3
E-mail
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4
Phone Number
Area Code
Phone Number
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5
What Package were you interested in?
The Basics
The Essentials
The JBM Business Partner
Specific to our needs
Just want to have a chat
The Basics
The Essentials
The JBM Business Partner
Specific to our needs
Just want to have a chat
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6
What services would you like
We are a full service accounting firm that can provide accounts, tax returns, forecasts etc. Just let us know what you would like a price for. From there you can pick and choose based on those prices. Free support is guaranteed.
Financial Statements and Tax Returns
GST Returns
Payroll
Book Keeping
Management Reporting
Forecasting and Budgets
Free Support
Other
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7
What other services would you be interested in?
Companies Office Filing
Payroll
Book Keeping
Structuring
Coaching
No other options required
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8
What Accounting Software do you use?
Xero
MYOB
Cash Manager
Sage
Other
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9
Is there anything else?
Enter your specific details here
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10
How would you rate your understanding of your financial position?
No Idea - Help
Not bad but keen to improve
All over it but happy to learn more
All over it
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11
Do you have a current business plan
Yes
No
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