Title

Mr Mrs Miss Ms

Name*

Company*

Address

Telephone*

Your Email (required)

Trade/Profession

How long have you been trading?

No. of Employees

Approx Turnover

What is the legal status of your business?

Please ChooseSole TraderPartnershipLimited Liability PartnershipLimited Company

How many people own the business?

What is the Financial Year End?

Are you VAT Registered?

YesNo

What best describes your accounting records?

Please ChooseQuickbooksSageOther Computerized PackageUsing SpreadsheetsManual booksJust Bank Statement, invoice, chq stubs, etc.

If manual books, do you analyse expenditure between different types of expenses into different columns & total the columns up?

Please ChooseYesNeitherAnalyze but do not totalTotal but do not analyzeNot sure what you meanN/A

Approx how many transactions appear on your bank statements each month?

Do you prepare a regular bank reconciliation?

Yes No I do not know

Please add anything else that would help us to understand what your records are like

Other significant sources of income/capital gains that are relevant to personal Tax Returns

Which services do you require

Annual Accounts Preparation

YesNo

Business Tax

YesNo

Personal Self Assessment Tax Returns - select number to be completed

Please Choose12345678910

Dealing with Companies House

YesNo

Payroll

Yes - WeeklyYes - MonthlyNo

Bookkeeping

YesNo

VAT Returns

YesNo

Management Accounts

Yes - MonthlyYes - QuarterlyNo

Annual Audit (normally only required for larger Ltd Companies)

YesNo

Other services required

Other

Anything else that may be relevant to providing you with a fixed quote

Please explain (if any) the main areas of concern you have with using your present accountants

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