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Name
*
First
Last
Email
*
Business Name
*
Are you setup as a limited company?
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Yes
I want to setup a limited company
I want to transition from a soletrader to a limited company
No - I am a sole trader
No - Iam in a partnership
Where are you on your business journey?
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Choice 4
I am an established business of many years
I am a few years in business
I have recently setup in business
How would you rate your understanding of your financials?
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Choice 4
I am confident and understand my business finances very well
I am pretty confident with room for improvement
Not very well and I would like some help
What is/are your main concern(s) about your business right now?
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Do you have a business plan?
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Choice 3
Yes
No
Do you use Xero accounting software?
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Choice 5
Yes
No - but I am happy to
No - and I would like to continue with my current system
What system/software are you using for your accounting? If not Xero.
How did you hear about us?
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What help would you like from us?
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I want to be compliant and keep the tax people happy
I need help with bookkeeping and payroll
I need help with my accounts and tax returns
I want help developing my business
I would like to have someone I can discuss business ideas with
Tell us a bit more about your business
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(for example Business size, turnover, Number of team members, Profit)
What is your most important consideration(s) right now?
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Getting my accounts up to date
I am looking for the right accountant who understands me and resonates with me
I need more help with data processing, staying on top of deadlines and bookkeepping
I need help understanding my financial and managemnt reports
I want to frequently review my business performance
I want to work on my business development and vision
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