We would like to learn more about you Client Name * First Name Last Name Telephone * Email * Business name * Current Accounting Software * Last set of accounts prepared * Annual turnover * No of employees * Bank * Preferred method of communication * Personal and business goals * Long term goals * What do you like about existing accountant? * What’s one challenge with your existing accountant? * What does your present accountant do? * Annual accounts VAT/Bookkeeping Management accounts Cashflow forecast Payroll Monthly meetings Quarterly Meetings Tax planning Xero/Dext Training What would you like us to do? * Annual accounts VAT/Bookkeeping Management accounts Cashflow forecast Payroll Monthly meetings Quarterly Meetings Tax planning Xero/Dext Training Thank you!
