Clone of Your Books: Checked Enquiry

1
Name* This field is required.
First Name
Last Name
2
Email* This field is required.
example@example.com
3
Business Name(If you have one)
4
What does your business do?eg graphic design
5
When did you start your business?(an estimate is fine - don't worry about an exact date)
6
Are you up to date with your tax returns?
Yes
No
I'm unsure
Other
7
How would you describe your business?If you haven’t decided this yet, that’s absolutely fine. We can talk through the different options and what might suit you best.
Sole Trader
Limited Company
Just starting out
Not sure
Other
8
How would you describe where your books are at right now?Being behind isn't a problem, this just helps me understand what support you need.
Fully/mostly up to date
A bit behind but manageable
Quite behind and overwhelming
I haven't touched them
I genuinely don't know
Other
9
Roughly, how many transactions do you have per month?One transaction = one payment in or out of the bank. If the amount varies greatly, go with a reasonable average. If you're unsure, don't worry - we can find out later)
Under 50
50-100
100-150
150-200
200-400
Over 400
Unsure
10
Are you VAT registered?
Yes
No
Not sure
11
Have you received a letter from HMRC to say that you need to comply with Making Tax Digital (MTD)
Yes
No
Unsure
12
What do you currently use to keep track of income and expenses?
Xero
FreeAgent
Spreadsheet
On paper
Other software
I have no system
Other
13
What are you hoping this package will take off your plate?
Ongoing bookkeeping
Knowing my tax is being handled properly
Understanding my profit and tax
Not having to worry about deadlines
Having someone on hand to answer anything I'm unsure about
Confidence that everything is compliant
Raising and sending customer invoices
Processing payments
Other
14
How do you prefer to communicate?
Email
WhatsApp
Short voice notes
Video calls
In person
Other
15
Is there anything specific that you'd like me to be aware of?This could be something you're unsure about, or would like my input/support on.
16
What feels like the right next step for you?If you're happy to proceed with this package, I'll send over the paperwork to get the ball rolling. If you'd like more information or to talk things through, I'll send over a message with my call booking link, or feel free to just reply with any questions.
I'd like to go ahead - please let me know what happens next
I'd like to talk it through first (via video call or message)
Other
17
Privacy policy* This field is required.I’ve read and understand the privacy policy and am happy for my information to be used to respond to my enquiry.
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