Client questionnaire

This questionnaire helps us quickly understand your business structure, systems and bookkeeping needs.

The information you provide allows us to review your current setup and prepare relevant questions and recommendations before our call.

Please complete this short questionnaire so we can learn more about your business before we speak.

It only takes a few minutes, and it helps ensure our conversation focuses on what matters most for you.

Please note that fields with an asterisk (*) are mandatory.

Your name*

Your email*

Legal business name*

Trading name (if different)

ABN/ACN*

Entity type*

Number of employees*

Employment type*

Bookkeeping frequency*

Level of support required*

Financial visibility frequency*

Is your payroll compliant?*

Is your payroll set up? Is your payroll set up? Yes No

Are you registered for GST?* Are you registered for GST?* Yes No

Do you have any PAYG withholding?* Do you have any PAYG withholding?* Yes No

Do you have superannuation obligations?* Do you have superannuation obligations?* Yes No

Do you have any ATO payment plans?* Do you have any ATO payment plans?* Yes No

Do you have any overdue lodgements?* Do you have any overdue lodgements?* Yes No

Do you engage contractors?* Do you engage contractors?* Yes No

Do you operate multiple entities?* Do you operate multiple entities?* Yes No

Do you have a family trust?* Do you have a family trust?* Yes No

Can you access prior years' financials?* Can you access prior years' financials?* Yes No

What's your main revenue stream?*

List your inventory (if any)

What's your biggest financial frustration?*

List your company's stakeholders

Your current accountant

Reason for the changing accountant

Message

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