Quotation

Name

Email Address

Type of Business Type of BusinessManufacturingRestaurants, bars, cafesPersonal Service BusinessProperty dealerRetailConstructionOther

Trading Entity Trading EntitySole TraderPartnershipLimited CompanyOther - including limited by guarantee

How long has the business been established? How long has the business been established?1 - 5 Years5 - 10 Years10 + Years

How many business owners are there?

Annual turnover Annual turnover1-80,000£80,001 - 150,000150,001 - 500,000500,000 -1,000,0001,000,001 - 2,000,0002,000,001 - 5,000,0005m+

Number of business divisions

Number of monthly bank transactions Number of monthly bank transactions1-1011-3031-7071-120121-230231-380381-590591-870871+

Is your business VAT registered? Is your business VAT registered?YesNo

Do you issue sales invoices? Do you issue sales invoices?YesNo

Do you keep electronic record of purchases? Do you keep electronic record of purchases?YesNo

Do you require stock control? Do you require stock control?YesNo

Number of active bank accounts

Number of active credit card accounts

Number of active payment collection accounts e.g. PayPal, Stripe, GoCardless

Are you registered for PAYE? Are you registered for PAYE?YesNo

Number of Employees Number of Employees1-910-1920-2930-3940-4950-6970-99100-149150+Not Applicable

Frequency of payroll processing Frequency of payroll processingWeeklyMonthlyFortnightlyNot Applicable

How many pension schemes do you have?

Workforce and pension regulator's communications to be dealt with by you? Workforce and pension regulator's communications to be dealt with by you?YesNoNot Applicable

Do you have foreign currency transactions? Do you have foreign currency transactions?YesNo

Do you want us to account for your divisions? Do you want us to account for your divisions?YesNoNot Applicable

Do you have inter-divisions transactions? Do you have inter-divisions transactions?YesNoNot Applicable

Do you have overseas sales? Do you have overseas sales?YesNo

What accounting system do you use? What accounting system do you use?QuickBooksSageXEROFreeAgentExcel based spreadsheetManualOther

How often do you want your bookkeeping doing? How often do you want your bookkeeping doing?WeeklyMonthlyQuarterlyI have a bookkeeperI do my own bookkeeping

Do you need on-site service? Do you need on-site service?YesNo