-
-
-
- Business Structure:
-
-
-
Format: 0000-000-000.
-
- Preferred Contact Method
-
- Do you need general bookkeeping services, such as data entry and bank reconciliation?*
- Frequency of Bookkeeping
-
- Do you need bank reconciliation services, including reconciling your accounts and making payments through your bank account?*
-
- Frequency
- Are you registered for GST?
- Do you need BAS preparation and lodgment, including ATO lodgment for BAS, IAS, TPAR, GST, stapled super searches for employees, and superannuation?"*
- Frequency:
- Do you require payroll processing based on timesheets or through an online platform?*
-
- Payroll Frequency
- Do you need superannuation processing?
- Do you need accounts payable services, including managing supplier invoices and payments?*
-
- Do you need accounts receivable services, including customer invoicing and debt collection?"*
-
- Do You Require Software Setup and Training?*
- Do you need assistance setting up accounting software (e.g., Xero, MYOB)?
- Do you need training for accounting software?
- Do You Require Financial Reporting?*
- Type of reports required
- Do You Require Other Services Not Mentioned?*
-
-
- What accounting software are you currently using (if any)?
- Would you like to transition to a new system?
-
-
- Are you happy with your current accountant?
-
-
- When would you like services to start?
-
-
- Should be Empty: