Name
*
First Name
Last Name
Email
*
Phone
(###)
###
####
How did you first hear about my business?
Friend
Facebook
Instagram
Linkdin
Podcast
Google
Other
Why do you want to work with us?
What does your business offer? Services, products, in-person, online
How can i help you what are you struggling with?
What does success look or feel like for you?
What does failure look or feel like for you?
When did you start your business?
Where are you at in your business? Have you outsourced your bookkeeping before?
What goals do you have for the next 12 months?
Do you have a team of employees? If so please describe how many and their positions within the company
Do you face any issues with payroll?
Do you use accounting software to do your bookkeeping?
Xero
Quickbooks
MYOB
I need to get set up!
Other
What is your business structure?
Are you registered for GST?
Do you have any other tax obligations (e.g., PAYG Withholding, FBT, etc.)?
Does your business support you full-time?
What is your business currently turning over?
$0 - $50,000
$50,000 - $100,000
$100,000 - $500,000
$500,000 - $1,000,000
$1M - $5M
$5M+
What would you like to be profiting 1 year from now? How would your life be different if you achieved that goal?
Have all your financial transactions for the BAS period been recorded in your accounting system?
Are all your bank accounts, credit cards, and loans reconciled up to the end of the BAS period?
Have you accounted for all cash transactions, if any, for the BAS period?
Which BAS period are you lodging for?
Have there been any significant changes in your business activities during this BAS period?
Have there been any significant changes in your business activities during this BAS period?
Do you have any outstanding or overdue BAS statements that need to be lodged?
Are there any transactions that you are unsure about and would like us to review?
Have you received any notices from the ATO (Australian Taxation Office) regarding your BAS or other tax obligations?
Do you have any questions or concerns about the BAS lodgement process?
Would you like us to review your financial records for any potential tax-saving opportunities or compliance issues?
Do you have enough clients currently or would you like more?
Do your clients return again and again or do you offer one off services/products?
What are your favourite things to do on the weekends?
What is your preferred method of contact for any questions or updates regarding your BAS lodgement?
Is there anything else you would like to share with us regarding your BAS lodgement?
