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(*denotes a required field)
How long have you been trading?
No. of employees
What is the legal status of your business?
Limited Liability Partnership
How many people own the business?
What is the financial year end?
Are you VAT registered?
What best describes your accounting records?
Other computerised package
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?
Analyse but do not total
Total but do not analyse
Not sure what you mean
Approx how many transactions appear on your bank statements each month?
Do you prepare a regular bank reconciliation?
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
Annual Accounts Preparation
Personal Self Assessment Tax Returns - select number to be completed
Dealing with Companies House
Yes - Weekly
Yes - Monthly
Yes - Monthly
Yes - Quarterly
Annual Audit (normally only required for larger Ltd Companies)
Other services required
Anything else that may be relevant to providing you with a quote
Please explain (if any) the main areas of concern you have with using your present accountants
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