Become a Client Before you become a client we would love to learn more about you, please fill in this form the best you can and someone from our team will get back to your 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 * Your monthly Freedom Number * Your Freedom Number is the amount of money you need to earn each month to cover your essential personal costs — it's what gives you financial breathing room and independence. To calculate it, take a look at your monthly spending on housing, food, travel, savings, and investments. Add these together, and the total is your Freedom Number. This figure represents the baseline income you need to maintain your lifestyle and meet your core financial responsibilities. Your BIG life Number * Your Big Life Number is the amount of money that would transform your life. It's tied to your biggest goals — the ones that would create lasting impact and real change. This could mean paying off your mortgage, funding private education for your children, buying your dream home, or pursuing a long-held ambition. To find your Big Life Number, you need to define what "life-changing" looks like for you, then work out the financial cost of achieving it. 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!
