Client Intake Form
Personal Details
Name
*
First Name
Last Name
Mobile Phone Number
*
Please enter a valid phone number.
Format: 0000 000 000.
Email
*
example@example.com
Business Information
Australian Business Number (ABN)
*
Business Name
*
Business Start Date
*
-
Day
-
Month
Year
Date
What is your industry?
*
What is your business Structure?
*
Sole Trader
Partnership
Pty Ltd Company
Trust
Other
Is your business registered for GST?
*
Yes
No
What is your BAS lodgement schedule?
*
Monthly
Quarterly
Annually
Are your BAS lodgements up to date?
*
Yes
No
If your BAS lodgements are not up to date, approximately when did you last lodge?
*
-
Day
-
Month
Year
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?
*
Banking & Accounting Information
What accounting software do you use?
*
Xero
MYOB
QuickBooks
Reckon
Other/Spreadsheets/Nil
Are bank feeds enabled?
*
Yes
No
N/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?
*
Your Accounting & Bookkeeping Needs
Do you require bookkeeping & BAS services?
*
Yes
No
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?
*
Weekly
Fortnightly
Monthly
N/A
How often do you require your bank accounts to be reconciled and up to date?
*
Weekly
Fortnightly
Monthly
N/A
Do you require taxation services?
*
Yes
No
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?
*
Yes
No
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:
Working with Bastion Accounting Services
Bastion Accounting Services prefer to provide services remotely, will this work for your business
*
Yes
No
Please discuss with me
Ideally when would you like services to begin?
-
Day
-
Month
Year
Date
Submit
Should be Empty: