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Quote Request Form
Please complete ALL fields marked with a *
Title *
Mr
Mrs
Miss
Ms
Name *
Company *
Address
Telephone *
Email *
Trade / Profession *
How long have you been trading?
No. of Employees *
Approx turnover *
What is the legal status of your business? *
Please Choose
Sole Trader
Partnership
Limited Liability Partnership
Limited Company
How many people own the business? *
When is your financial year end? *
Are you VAT Registered? *
No
Yes
What best describes your accounting records? *
Please Choose
Sage
Quickbooks
Spreadsheets
Manual Ledgers
Box of Invoices, Statements, Receipts
Approximately how many transactions appear on your bank statements each month? *
Please add anything else that would help us to understand what your records are like
Which services do you require?
Annual Accounts Preparation *
No
Yes
Personal Self Assessment Tax Returns - select number to be completed *
Please Choose
none
1
2
3
4
5
more
Payroll *
No
Weekly
Fortnightly
Monthly
Bookkeeping *
No
Yes
VAT Returns *
No
Yes
Management Accounts *
No
Monthly
Quarterly
Other Services Required
Anything else that may be relevant to providing you with a fixed quote
Please explain (if any) the main areas of concern you have with using your present accountants
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