Please answer these questions for us to know more about you and your business.

Personal Information

Name *   

Address

Phone Number 

Company Information

Name* 

Address* 

Phone Number:

Email Address* 

 Describe your business:

1. What type of entity is your business?    Sole Trader Ltd Company Trust Look Through Company Other

2. What are your monthly gross sales? (On Average)  

3. How many bank and/or credit card accounts do you have?  

4. On average, how many transactions per month do you have? (Both bank and credit card accounts) 

5. Are your tax returns current? When was the last time you filed taxes? 

6. How do you prepare your invoices? Do you want these done for you?  yes     no

7. How do you pay your bills? Do you want this done for you?   yes    no

8. Do you have inventory?   yes    no

9. Are you GST registered?  Monthly 2 monthly 6 monthly       no

10. When would you need us to start?