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

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

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