Bookkeeping Onboarding Form

To ensure that our final recommendations will fit perfectly with your Bookkeeping needs, we need to collect a few details from you and ask you some specific questions about how you currently run things. 

Bookkeeping Onboarding
  • General Information
  • Final Questions

Client Information

What bookkeeping services do you require? (tick all that apply) *
How often do you require assistance for ongoing services? (e.g. payroll, invoicing, bill payments, bank reconciliation) *

Is your previous system up to date?
Will you process your own BAS/IAS?
Will you require profit and loss budgets and cash flows?
Will you require profit centres, project profit and losses?
Will you require customisable invoices and statements?
Will you require a range of existing but customisable reports?