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Before Our Discovery Chat
Please answer a few quick questions to help us prepare for our meeting together.
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
*
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)
Self Assessment Tax Return
VAT Returns
Partnership Tax Return (SA800)
Company Year-End Accounts
Corporation Tax Return (CT600)
Payroll
Credit Control
CIS (for contractors)
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
