Client Information Form | Clear Path Accounting

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?*

What Software are you currently using?*

How many transactions do you have per month?*

Are you registered for GST?*

What is your annual Turnover?*

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?*

Are you up to date with your taxation payments?*

What services are you looking for from an accountant?*

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