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Before Our Discovery Chat
Please answer a few quick questions to help us prepare for our meeting together.
Calls are recorded. This is for our internal use only and won't be shared with anyone else.
Contact Details
Full name
*
Email address
*
Phone Number
Date of birth
National Insurance Number
About Your Business
Business name
*
Where are you based?
*
What Is Your Profession/ Trade
*
Have you started trading yet?
*
Have you started trading yet?
A
Yes
B
Not yet, but planning to
C
Not sure
What type of business are you?
*
Are you currently working with an accountant or bookkeeper?
*
Software & Services
What bookkeeping software (if any) do you currently use?
What services are you interested in?
*
What services are you interested in?
Bookkeeping
Making Tax Digital (MTD - Quarterly Submissions)
What services are you interested in?
Self Assessment Tax Return
VAT Returns
Partnership Tax Return (SA800)
Company Year-End Accounts
Corporation Tax Return (CT600)
Payroll
Credit Control
CIS (for contractors)
What services are you interested in?
Something Else/ Not Sure
Finances
Do you have a separate bank account for business transactions?
*
Do you have a separate bank account for business transactions?
A
Yes
B
No
C
Not yet
Final Notes
When are you looking to get started?
When are you looking to get started?
A
Immediately
B
Within the next 1–3 months
C
Just planning ahead
Is there anything else you'd like us to know before our chat?
Where did you hear about us?
Submit
