A fixed fee quote will be supplied to cover all the work we believe needs completing upfront so there are no hidden surprises.
Mr Mrs Miss Ms
Your Email (required)
How long have you been trading?
No. of Employees
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?
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
Annual Accounts Preparation
Personal Self Assessment Tax Returns - select number to be completed
Dealing with Companies House
Yes - WeeklyYes - MonthlyNo
Yes - MonthlyYes - QuarterlyNo
Annual Audit (normally only required for larger Ltd Companies)
Other services required
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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