Bookkeeping Quote Form

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Your Name* This field is required.

First Name

Last Name

2

Before you start, please note the following:

we provide bookkeeping services as frequent as you prefer, and we will bill you on a monthly or quarterly basis;
please read carefully and answer each question correctly in order for us to provide you with the most accurate quote;
if your circumstances or requirements change after the commencement of our service, we may need to update the package price to reflect any material changes;
if you require an ad-hoc service that is not included in your package, we will charge an hourly rate (will be stated in our engagement letter).

Our bookkeeping services win at both professional skills (qualified chartered accountant bookkeepers only) and personalised experience, yet at very competitive rates 😃

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Position* This field is required.

4

Phone Number* This field is required.

Area Code

Phone Number

5

Email* This field is required.

example@example.com

Email Verified

The verification code has been sent to some@email.com
Please check your mailbox and paste the code below to complete verification

••••

6

Business Structure* This field is required.

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Business Name* This field is required.

8

Business Activities* This field is required.

9

Annual Turnover* This field is required.Net of GST

11

Which accounting software do you use?* This field is required.

MYOB Essential

MYOB Account Right

Xero

Quickbooks Online (Sole Trader)

Quickbooks Online ( Simple Start & over)

Reckon

Excel Spreadsheet

No accounting software yet, need your advice to choose one and set it up

Other

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Do you require payroll services?* This field is required.

YESNO

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Do you pay PAYG withholding tax more than $25,000 annually?* This field is required.the tax amount you withhold on gross wages to pay to ATO each quarter or month.

YESNO

15

Total Number of Employees* This field is required.

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Number of Permanent Employees (Fixed Hours)* This field is required.Full time or part time with fixed hours each pay period.

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Number of Casual Employees* This field is required.Hours vary each pay period (depending on roaster and timesheet).

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Number of Employees with Leave Entitlements* This field is required.Normally all permanent staff entitle to annual leave and sick leave.

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Do you require us to process super payments?* This field is required.

YESNO

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If YES, super payment frequency:* This field is required.

Monthly

Quarterly

n/a

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Are you required to lodge and pay payroll tax?* This field is required.Please check payroll tax wages threshold within your state (eg. $1.2m annually in NSW). Contact us if you are not sure.

YESNO

22

Are you registered for GST?* This field is required.

YESNO

23

Business Activity Statement (BAS) Frequency* This field is required.

Monthly

Quarterly

Annually

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Do you require invoicing and accounts receivables services?* This field is required.Select yes only if you need us to invoice your customers and chase up payments for you.

YESNO

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How many invoices to be issued each month?* This field is required.approximately

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Do you require accounts payables services?* This field is required.Select yes only if you require us to enter bills into system and make payments to creditors periodically.

YESNO

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How many creditor bills each month?* This field is required.approximately

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How often do you require us to pay creditors?* This field is required.can choose multiple if applicable

Weekly

Fortnightly

Monthly

Ad-hoc (occasionally)

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How do you normally pay your BUSINESS expenses?* This field is required.select all applicable options

Business bank accounts & credit cards

Private bank accounts & credit cards - very few each month

Private bank accounts & credit cards - quite frequently

No seperate account for business, all mixed up with private

Cash

Other

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How do you normally pay your PRIVATE expenses?* This field is required.select all applicable options

Private bank accounts & credit cards

Business bank accounts & credit cards - very few each month

Business bank accounts & credit cards - quite frequently

Other

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Do you have bank feed set up or would like to set up?* This field is required.automatically pull bank data into your cloud accounting software.

YESNO

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If no bank feed, will you be able to provide both PDF & CSV formats of your bank statements?* This field is required.CSV format bank statements are available with most of banks.

YESNO

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How many BUSINESS bank accounts and credit cards?* This field is required.If more than 3 business bank accounts or credit cards, please let us know the details of additional accounts or cards in comments at the end of this form.

0

1

2

3

Over 3

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Business Bank Account (#1) - (main account)

PLEASE REFER TO YOUR RECENT MONTHLY BANK STATEMENTS TO ANSWER THE FOLLOWING QUESTIONS

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Number of income deposits (from customers) to this account each month:* This field is required.can be a number range

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Number of business expense payments (from this account only) each month:* This field is required.can be a number range

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Number of private expense payments (from this account only) each month:* This field is required.can be a number range

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Business Bank Account / Credit Card (#2)

PLEASE REFER TO YOUR RECENT MONTHLY STATEMENTS TO ANSWER THE FOLLOWING QUESTIONS

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Number of business expense payments (from this account only) each month:* This field is required.can be a number range

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Number of private expense payments (from this account only) each month:* This field is required.can be a number range

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Business Bank Account / Credit Card (#3)

PLEASE REFER TO YOUR RECENT MONTHLY STATEMENTS TO ANSWER THE FOLLOWING QUESTIONS

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Number of business expense payments (from this account only) each month:* This field is required.can be a number range

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Number of private expense payments (from this account only) each month:* This field is required.can be a number range

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How many private bank accounts or credit cards are used to pay business expenses frequently?* This field is required.If more than 2 bank accounts or credit cards, please let us know the details of additional accounts or cards in comments at the end of this form.

0

1

2

Over 2

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Number of business expense paid out this account/card each month:* This field is required.can be a number range

46

Number of business expense paid out this account/card each month:* This field is required.can be a number range

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Number of business expense paid by cash each month:* This field is required.can be a number range

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The ATO requires the following industries to report TPAR annually:

Building and construction services
Cleaning services
Road freight and Courier services
Information technology services
Security, investigation or surveillance services

Please click here to find out if you need to lodge a TPAR.

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Are you required to lodge a TPAR?* This field is required.

YESNO

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How many subcontractors do you have?* This field is required.can be a range.

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Which of the following service items do you need for year-end accounts?* This field is required.If you are not sure about any item below, leave a note in the "Other" option or comment in final section of this form.

Reconcile assets and liabilities accounts and prepare supporting documents

Peruse income and expenses detailed transactions and prepare supporting documents for major accounts

Wages annual reconciliation and STP finalisation to ATO

Super annual reconciliation

Process adjusting journals provided by tax agent

All of above as a package

None

Other

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Leave your last notes here:

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Signature* This field is required.By signing below, I confirmed that all information I entered in this form reflects the true circumstances and bookkeeping requirements of the business.

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