First Name (required)
Last Name (required)
Your Email (required)
Business Trading Name
Business Legal Name
Business Postal Address
Business Postal Suburb
Business Postal State
Business Postal Postcode
Business Postal Country
Start Date (The date you started trading)
What is your annual income?
---< $75,000$75,000 – $150,000$150,000 – $250,000$250,000 – $500,000$500,000 – $1M$1M – $5M$5M – $10M$10M +
What is your Industry? (This list is based on Fairwork Australia awards. If you can't find your exact industry please pick the one that most closely represents what you do.)
---Aged care industryAgricultural industryAirline operationsAirport operationsAluminium industryAmbulance and patient transportAmusement, events and recreation industryAnimal care and veterinary servicesAquacultureAsphalt industryAustralian Capital TerritoryBanking, finance and insurance industryBroadcasting and recorded entertainment industryBuilding servicesBuilding, metal and civil construction industriesBusiness equipment industryCement and concrete productsCemetery operationsChildren's servicesChristmas IslandCleaning servicesClerical industryClothing industryCoal export terminalsCoal industryCocos (Keeling) IslandsCommercial salesCommonwealth employmentContract call centre industryCorrections and detentionsDiving servicesDredging industryDry cleaning and laundry servicesEducational servicesElectrical contracting industryElectrical power industryFast food industryFederal police operationsFire fighting servicesFood, beverages and tobacco manufacturing industryFuneral directing servicesGardening servicesGrain handling industryGraphic artsHair and beautyHealth and welfare servicesHospitality industryIndigenous organisations and servicesJournalismLicensed and registered clubsLive performance industryLocal government administrationMannequins and modellingManufacturing and associated industriesMarine tourism and charter vesselsMarket and business consultancy servicesMeat industryMining industryMiscellaneousNorfolk IslandNorthern TerritoryNursery industryPassenger vehicle transport (non rail) industryPet food manufacturingPharmaceutical industryPharmacy operationsPlumbing industryPort authoritiesPostal servicesPoultry processingPublishing industryQuarrying industryRacing industryRail industryReal estate industryRestaurantsRetail industryRoad transport industryRubber, plastic and cable making industrySalt industryScientific servicesSeafood processingSecurity servicesSocial, community, home care and disability servicesSporting organisationsState and Territory government administrationStevedoring industryStorage servicesSugar industryTasmaniaTechnical servicesTelecommunications servicesTextile industryTimber and paper products industryTourism industryUranium mining (incl. construction)Vehicle industryWaste management industryWater, sewerage and drainage servicesWine industryWool storage, sampling and testing industry
Challenges (Describe briefly what your biggest challenges are in your business)
Goals (Describe what your business does and what you hope to achieve in the next 12 months)
What is your ABN?
Are you registered for GST?
Registered for GSTNot Registered for GST
---QuickBooks OnlineXeroMYOBFreshBooksSageNetSuite ERP
Other Software (Please list any other software you use in your business to manage & track quotes, proposals, sales, inventory, payroll or other financial information)
Bookkeeping Services Required (Select as many as needed)
Reconcile bank accountsReconcile credit cardsLoan reconciliationsEntering your supplier invoicesPay your bills and suppliersContact your suppliers to retrieve missing paperworkInvoicing your clientsFollow up your client overdue invoicesManage and update your inventoryAssist with stocktake and inventory reconciliationSpeak with your accountant when neededSpeak to the ATO when needed
Do you have any loans, hire purchases or chattel mortgages? (i.e. car or equipment loans)
Do you maintain a fixed assets register? (i.e. regularly purchase machinery, equipment or vehicles over $1,000)
Monthly Transactions (Total of all the transactions across ALL transacting accounts. To work this out, look up each bank, credit card, merchant clearing and cash account in your accounting software for past 12 month period. Total up all the transactions and then divide by 12 months to get the average)
Bookkeeping Frequency (How often you would like us to work on your data file)
How Often Would You Like To Meet With Your Bookkeeper? (To discuss queries, supplier invoices owed, customer invoices due/collections, account balances)
Compliance Services Required
Activity Statement BAS AnnualActivity Statement BAS MonthlyActivity Statement BAS QuarterlyActivity Statement IAS MonthlyEOFY Single Touch Payroll (STP) FinalisationEOFY TPAR Preparation and LodgementEOFY Workcover DeclarationBusiness tax returnsPersonal tax returnsSuperannuation audit & tax returns
When do you need a finalised set of accounts prepared by?
End of financial year only (for your tax return)End of each quarter (for your BAS lodgements)End of every month (for your budget/forecast)End of each fortnight (to review money owed to and by you)End of each week (to review money owed to and by you)
Number of Employees (Excluding owners & directors)
Number of Directors (Only include business owners who are processed and reported via Payroll)
---WeeklyFortnightlyMonthlyQuarterly (Directors pay)
Payroll Services Required
Determine staff award ratesSingle Touch Payroll (STP) set upCalculate and record wages (including STP lodgement)Payroll checking (including STP lodgement) where you process your own paysPay wages from your bank accountAdvise you of wages amounts for you to pay yourselfSet up new employees on XeroUpdate staff award changes as they occurOnboarding employees (Create and send new employee welcome packs)EOFY STP FinalisationEOFY Workcover reconciliation & lodgementPayroll tax monthlyPayroll tax quarterly
Accounting Services Required
Set up Loan/Hire Purchase/ Chattel Mortgage scheduleManage and update your inventoryAssist with stocktake and inventory reconciliationPrepare and manage annual budgetPrepare and manage your cashflow and balancePrepare and manage financial forecastsPrepare board reportsPrepare management reportsPrepare financial reportsPrepare and monitor KPIs
Would you like us to prepare a budget and forecast for you? (To help you cut costs, plan out future income and predict shortfalls in cash)
---YesNo, I already have oneNo, I don’t need oneUnsure
How often would you like to meet with a business consultant / small business mentor?
Which initial set up services do you need?
Payroll (initial set up)Xero Set Up (initial set up)Xero Migration (Move you from another software to Xero)BudgetBusiness PlanIntegration with an external softwareInventory items catalogueTracking codes
Who currently does your bookkeeping?
If so, why did you decide to hire a bookkeeper?
Do you currently have an accountant?
---YesYes, please help me find a new oneNo, I don’t need oneNo, help me find one
Which date has your bookkeeping been processed up to? (Enter last date reconciled in your main bank account)
When did you last lodge your BAS? (Enter last date of the quarter of your last BAS statement that was lodged. Ie if your last BAS was lodged in Feb 2019 for the DEC Quarter then write 31/12/2018)
When did you last lodge your Company Tax Return (Enter last date of the EOFY of your last Tax Return that was lodged. E.g. if your last Tax Return was lodged in Feb 2019 for the 2018 Financial Year then write 30/6/2018)
Do you have any other questions or comments? (Add in anything else you would like to ask or tell us about your business)