Fixed quote request form

About you / your company

Title

Mr

Mrs

Miss

Ms

Name*

Company*

Address

Telephone*

Email*

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 Liability 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 Quickbooks Sage Other computerised package Using spreadsheets Manual books Just bank statements, invoices, chq stubs etc

If manual books, do you analyse expenditure between different types of expenses into different columns & total the columns up? Please choose Yes Neither Analyse but do not total Total but do not analyse Not sure what you mean N/A

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

Do you prepare a regular bank reconciliation?

Yes

No

I don't 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

Yes

No

Business Tax

Yes

No

Personal Self Assessment Tax Returns - select number to be completed Please choose 1 2 3 4 5 6 7 8 9 10

Dealing with Companies House

Yes

No

Payroll

Yes - Weekly

Yes - Monthly

No

Bookkeeping

Yes

No

VAT Returns

Yes

No

Management Accounts

Yes - Monthly

Yes - Quarterly

No

Annual Audit (normally only required for larger Ltd Companies)

Yes

No

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

How did you hear about us?