The Ledger Lounge Client Onboarding Form
Full Name
First Name
Last Name
Business Name
Email Address
example@example.com
Phone Number
Please enter a valid phone number.
Format: 0000 000 000.
Business Information
ABN
Entity Type
Please Select
Sole Trader
Company
Trust
Partnership
Other
Business Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Website
Industry
What stage is your business currently?
Start-up (Recently started)
Growth (Things are busy, but systems need work)
Established (Looking to improve or outsource)
Other
Describe your current bookkeeping situation
I need urgent help - I'm really behind and feeling overwhelmed
Things are under mostly under control, I'm just looking for reliable support
How are you currently managing your bookkeeping?
I do it myself
My Accountant does it
I have a bookkeeper
It's not being done consistently
Software & Systems
Which platforms do you currently use?
Xero
MYOB
Quickbooks
Hubdoc
Dext
Deputy
Square
Stripe
Shopify
Cliniko
No system
Other
Bank Feeds Connected?
Yes
No
GST Registered?
Yes
No
Approximate Monthly Bank Transactions
Number of Bank Accounts
Any Business Loans or Finance?
Yes
No
Provide details of any Business Loans or Finance (if applicable)
Services Required
What services are you looking for support with?
Ongoing Bookkeeping
Payroll Management
BAS Preparation
BAS Lodgments
Catch-Up Bookkeeping
Xero Set Up
Cashflow or Reporting Support
I'm not sure - I just need help getting organised
What would you love to feel more on top of?
Knowing what I owe and when
Staying up to date with Payroll & Superannuation
Seeing how much profit I'm really making
Having someone else handle it all
Upload Documents
Upload any relevant documents you currently have available. Don’t worry if you don’t have everything yet.
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Additional Notes
Is there anything else we should know about your business or current bookkeeping setup?
Are there any current bookkeeping concerns or areas you would like assistance with?
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