Mr Mrs Miss Ms
Name: * A value is required.
Business Name: * A value is required.
Address:
Telephone Number:
Email: * A value is required.Invalid format.
Trade/Profession:
How long have you been trading?
No. of employees:
Approx turnover:
What is the legal status of your business? Please Choose: Sole Trader Partnership Limited Company
How many people own the business:
What is the financial year end?
Are you VAT registered? Yes No
What best describes your accounting records? Please Choose: Sage Other computerised package Using spreadsheets Manual books Just bank statements, invoices, cheque stubs
If manual books, do you analyse expenditure between different types of expenses into different columns & total the colmuns up? Please Choose: Yes Neither Analyse but do not total Total but do not analyse Not sure what you mean N/A
Do you prepare regular bank reconciliation? Yes No I dont know
Annual Accounts Preparation? Yes No
Business Tax? Yes No
Personal Self Assessment Tax Returns - number to be completed
Dealing with Companies House? Yes No
Payroll? Yes - Weekly Yes - Monthly No
Bookkeeping? Yes No
VAT returns? Yes No
Management Accounts? Yes - Monthly Yes - Quartely No
Other services required or other information you feel may be relevant:
