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LET'S GET STARTED
Thank you for your interest.

Please complete the short form below so I can understand your current record-keeping setup and document volume.

Once submitted, I’ll review your details and confirm the most appropriate next step, including suitable service options and whether any initial setup work may be required.
SECTION 1: Basic Details
Name*

First NameLast Name
Business Name (if applicable)
ABN (optional)
Email*
example@example.com
Mobile (Optional)
SECTION 2: Your Work
What type of freelance work do you do?*
How long have you been freelancing?

Under 1 year1-3 years3+ years
SECTION 3: Document Volume
Approximately how many expense documents do you generate per month?*

0–1010–3030–6060+
Are your documents currently:

Mostly digitalMostly paperA mix of both
SECTION 4: Current Setup
Do you currently track your expenses?*

Yes – consistentlyYes – but not consistentlyNo
Are there past months of unorganised documents that need to be sorted?*

NoYes – approximately 1–3 monthsYes – more than 3 months
SECTION 5: Expectations
What are you hoping this service will help you with?
SECTION 6: Acknowledgements
Before submitting, please confirm your understanding of the following:*

I understand this is a record-keeping service only and does not provide tax or accounting advice.I understand document allowances apply per 3-month service cycle and unused limits do not carry forward.I understand there is a minimum 3-month commitment.
Should be Empty:

SECTION 1: Basic Details