Just4U Bookkeeping Client Form

Business Name:

Industry:

ABN Number:

Type of Business

Business Summary:

Contact Person:

Business Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Contact Number:

E-mail Address:

Are you currently using any Accounting software?

If yes, which accounting software are you currently using?

What year was your last financial lodgement made?

FINANCIAL LODGEMENTS:

BILL CREATION:

Estimated Number of Supplier bills per month:

COMMENTS RELATING TO BILL CREATION:

SALES INVOICING:

Estimated number of Sales Invoices per month (If required)

Do you want Just4U Bookkeeping to do the preparation of your invoices, record and send them to your client?

Are you wanting Just4U Bookkeeping to create a customised sales invoice?

COMMENTS RELATING TO INVOICING:

BANK RECONCILIATION:

Number of bank accounts used in the business including credit cards?

Estimated number of Bank feed transactions per month?

Do you use any of your business bank accounts for personal transactions?

COMMENTS RELATING TO BANK RECONCILIATION:

PAYROLL

Number of employees:

Frequency of pay:

Do you want Just4U Bookkeeping to prepare and process your payroll?

Comments relating to payroll

NOTES

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Client Information Form