GET A QUOTE To help us provide you with a fixed fee quote, please complete this checklist with as much information as possible. Title * Mr Mrs Miss Ms Dr Name * First Name Last Name Business/Company Name Email * Phone * (###) ### #### Address * Address 1 Address 2 City State/Province Zip/Postal Code Country What is your business activity / description? * What is the legal status of your business? * Limited Company Sole Trader Partnership Limited Liability Partnership Charity How long have you been trading? No. of Employees Approx. Turnover * Up to £30k £30k - £90k £90k - £250k £250k - £500k £500k - £1m £1m - £2m £2m - £5m £5m + How many people own the business? When is the financial year end? * January February March April May June July August September October November December Are you VAT Registered? * Yes No What accounting system do you use? * Xero KashFlow FreeAgent Quickbooks Online Quickbooks Desktop Sage One Sage Desktop Capium Other Cloud Accounting System Other Desktop Based Accounting System Excel Spreadsheet Manual Books Just bank statements, invoices, cheque stubs, etc. If manual books, do you analyse expenditure between different types of expenses into different columns and total the columns up? Yes No 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? * 0 - 25 26 - 50 51 - 75 76 - 100 101 - 125 126 - 150 151 - 175 176 - 200 201 - 225 226 - 250 251 - 275 276 - 300 301 - 325 326 - 350 351 - 375 376 - 400 401 - 450 451 - 500 501 + Do you prepare a regular bank reconciliation? * Yes No 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 Please select the services you require.. Annual Accounts Production * Yes No Corporation Tax Returns * Yes No Self Assessment Tax Returns * Yes No Dealing with Companies House * Yes No Payroll * Yes - Weekly Yes - Fortnightly Yes - 4 Weekly Yes - Monthly No Bookkeeping * Yes - Daily Yes - Weekly Yes - Monthly No VAT Returns * Yes No Management Accounts * Yes - Monthly Yes - Quarterly No Tax Investigation Fee Protection Service * Yes No R&D Tax Credits * Yes No Cashflow Forecasting * Yes No Any other services required? 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 Thanks for completing the Fixed Quote Request Form.We'll be in touch if we need any more information from you.
