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 confident do you feel doing your own bookkeeping?
I feel confident and have a system in place
I know what to do, but I think I need some guidance
I manage but it's not my strength
I find it stressful and avoid it as much as I can
I haven't even attempted it yet
I'm not sure
Other
9
How would you describe where your books are at right now?
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
10
What do you currently use to keep track of income and expenses?
Xero
FreeAgent
Spreadsheet
On paper
Other software
I have no system
Other
11
How confident do you feel using your software/system?
Comfortable
I get by
Not confident
I mostly avoid it
12
What are you mainly looking for help with?
A second pair of eyes on my books
Making sure expenses are recorded correctly
Understanding my profit and tax
Reassurance that I'm doing everything right
Having someone on hand to answer anything I'm unsure about
Catching small issues before they become bigger ones
Preparing for Making Tax Digital
Help creating a bookkeeping system that works for me
Other
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How do you prefer to communicate?
Email
WhatsApp
Short voice notes
Video calls
In person
Other
14
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.
15
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
16
Terms and Conditions* 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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