Free Assessment

Get ahead with one of our complimentary, no obligation assessments. Simply fill out the below form and we'll be in touch shortly.

Name

First Name

Last Name

Trading Name

Email Address

Website

http://

Postal Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Street Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Contact Number

Fax Number

Entity Structure

Preferred method of contact

Work performed ...

If work on site is parking available?

Do you need Payroll implemented or maintained?

What systems do you currently use?

MYOB

Xero

Quickbooks

Other

Is it a ...

GST method

Number of employees

Name of Bank

Number of accounts held

Number of credit cards

Accountant

Average pages per bank account statement

Average pages per credit card statement

Have you reviewed Ledger or data file

Do you have your last set of financial statements from your accountant?

Are YTD reconciliations completed?

Is the data ready for review?

Deadline dates

Do you want Creditors or Debtors managed?

Creditors

Debtors

Do you want a fixed asset register and depreciation

Do you want cashflow and budget advice?

How did you hear about us?

Is there anyone else who you think would find our services useful?

What is your vision for the future?