Fixed Fee Quote

Title
Mr  Mrs  Miss   Ms 

Name *

Company *

Address

Telephone *

Email Address *

Trade/Profession

How long have you been trading?

Number of employees

Annual turnover

What is the legal status of your business?
Please select from this list... Sole trader Partnership Limited Liability Partnership Limited Company

How many people own the business?

What is the financial year end?

Are you VAT registered?
Yes  No 

What best describes your accounting records?
Please select from this list... Quickbooks Sage Other computerised package Using spreadsheets Manual books Just bank statements, invoices, cheque stubs, etc

If manual books, do you analyse expenditure between different types of expenses into different columns & total the columns up?
Please select from this list... Yes Neither Analyse but do not total Total but do not analyse Not sure what you mean N/A

Approximately how many transactions appear on your bank statements each month?

Do you prepare a regular bank reconciliation?
Yes  No  I don't know

Please add anything else that would help us to understand what your records are like

Other significant sources of income/capital gains that are relevant to personal Tax Returns

Annual Accounts Preparation
Yes  No 

Business Tax
Yes  No 

Personal Self Assessment Tax Returns
Please select from this list... 1 2 3 4 5 6 7 8 9 10

Dealing with Companies House
Yes  No 

Payroll
Yes  No 

Bookkeeping
Yes  No 

VAT Returns
Yes  No 

Management Accounts
Yes  No 

Annual Audit (normally only required for larger Ltd Companies)
Yes  No 

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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