Bastion Accounting Services

Name*

First NameLast Name

Mobile Phone Number*

Please enter a valid phone number.Format: 0000 000 000.

Email*

example@example.com

Australian Business Number (ABN)*

Business Name*

Business Start Date*

Date

What is your industry?*

What is your business Structure?*

Is your business registered for GST?*

YesNo

What is your BAS lodgement schedule?*

MonthlyQuarterlyAnnually

Are your BAS lodgements up to date?*

YesNo

If your BAS lodgements are not up to date, approximately when did you last lodge?*

Date

How many payroll employees do you have?*

What is your monthly revenue?*

What is your monthly expenditure?*

Please briefly explain what your business does?*

What accounting software do you use?*

Are bank feeds enabled?*

YesNoN/A or not sure

How many bank feed connected bank accounts do you have (including credit cards)*

Approximately how many transactions do you have each month (incoming and outgoing) across all business bank accounts?*

Do you require bookkeeping & BAS services?*

YesNo

Please select the bookkeeping services you would like us to provide or are interested in learning more about:*

Rows	Yes
Bank reconciliations
BAS preparation and lodgement
BAS Preparation only (self lodge)
Books Rescue and catch up
Create customer invoices
Enter supplier bills
Payroll services
Setup and training in accounting software
None of these services

If payroll services are required, how often are your pay runs?*

WeeklyFortnightlyMonthlyN/A

How often do you require your bank accounts to be reconciled and up to date?*

WeeklyFortnightlyMonthlyN/A

Do you require taxation services?*

YesNo

Please select the taxation services you would like us to provide or are interested in learning more about:*

Rows	Yes
Annual tax return for business
Annual personal tax return
Tax planning
Help with ATO debt or other issues
None of these services

Do you require accounting and advisory services?*

YesNo

Please select the accounting and advisory services you would like us to provide or are interested in learning more about:*

Rows	Yes
Business registrations and structure advice
Cashflow & Budget Planning
Management Reporting & Insights
Financial Modelling & Forecasting
Business Health Check: a full review of your bookkeeping, systems, accounting practices, and improvement recommendations.
None of these services

If other services are required, please describe here:

Bastion Accounting Services prefer to provide services remotely, will this work for your business*

YesNoPlease discuss with me

Ideally when would you like services to begin?

Date

Client Intake Form

Personal Details

Business Information

Banking & Accounting Information

Your Accounting & Bookkeeping Needs

Working with Bastion Accounting Services