ONBOARDING

quick questionnaire

Name *

First

Last

Email *

Phone

How can we help you?

• Business Tax
• Personal Tax
• Capital Gains Tax
• Bookkeeping
• Payroll
• Management Accounts
• CIS
• Lettings
• Advice
• Wealth Management

What kind of business do you have (if applicable)?

What is your business name (if applicable)?

What is your role within the business (if applicable)?

• Administration
• Finance
• HR
• Business Owner
• Company Director
• Other (Please specify in the "comments or questions" field at the end of this form)

What is your income?

• Nil
• Up to £30k
• £30k - £70k
• £70k - £125k
• £125k - £250k
• £250k - £500k
• £500k - £1m
• £1m - £2m
• £2m - £4m
• £4m - £6.5m
• £6.5m - £10m
• £10m - £15m
• £15m - £20m
• £20m +

What bookkeeping software do you use, if any?

What frustrates you about your bookkeeping right now?

• Disorganised
• Confusing
• Incorrect
• Costly
• Wrong system
• Not up-to-date
• Other (Please specify in the "comments or questions" field below)

Do you have any comments or questions for us?

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• I consent to this website storing my submitted information so they can respond to my enquiry.

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