Client Information Form Please fill out the form below to give us a better idea of how to meet your needs. HiddenConsult 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* Phone* Email* 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 75k75k to 125k125k to 250k250k to 500k500k to 750k750k to 1m1m to 2m2m to 4m4m to 6.5m6.5m to 10mMore than 10mHow 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 CommentsCAPTCHANameThis field is for validation purposes and should be left unchanged.