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(02) 4739 2700
Home
About
Team
Business Advisory
Accounting
Taxation
Bookkeeping
Self Managed Super Funds
Your Wealth Portal
FAQ
Blog
Contact
Client Login
(02) 4739 2700
Client Information Form
Please fill out the form below to give us a better idea of how to meet your needs.
Consult Form
Thanks for applying for our free consultation!
To assist us further we would love you to fill out the following form to assist us in further understanding your needs.
First Name
*
Last Name
*
Company
*
Email
*
Phone
*
How did you find us?
*
Google
QBO
Client Referral
What Software are you currently using?
*
Xero
QBO
MYOB
Reckon
How many transactions do you have per month?
*
Are you registered for GST?
*
Yes
No
What is your annual Turnover?
*
Up to 75k
75k to 125k
125k to 250k
250k to 500k
500k to 750k
750k to 1m
1m to 2m
2m to 4m
4m to 6.5m
6.5m to 10m
More than 10m
How many staff members do you have?
*
What structure are you currently operating under?
*
How long have you been in business?
*
Tell me about your business
*
What are the issues that concern you most in your business right now?
*
Are you up to date with all your tax returns & BAS's?
*
Yes
No
Are you up to date with your taxation payments?
*
Yes
No
What services are you looking for from an accountant?
*
Business advisory
Cashflow planning
Business management systems
Profit improvement
Planning services
Succession planning
Asset protection
Taxation services
Accounting services
Self-Managed Super Fund services
Business coaching
Other
Other Services
Additional Comments
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