Language
English (US)
Client Information Form
This information form will assist us in providing the best advice and solutions for your business. The questions below will help us define the services you require, provide you with tailored information suited to your business and assist us in providing a proposal for the requested services.
General Information
Full Name
*
First Name
Last Name
Business Name
*
Your E-mail
*
Phone Number
*
-
Area Code
Phone Number
Preffered Method of Contact
*
Email
Phone
Are you in the building and construction, cleaning, courier services, road freight, security/investigation/surveillance or IT industry?
*
Yes
No
Unsure
Briefly describe what your business does
*
Current Software
*
Xero
MYOB Account Right
MYOB Essentials
Quickbooks
Reckon
None
Would you like to move over to Xero?
Yes
No
Possibly
Do you require one off assistance or ongoing assistance?
*
One Off
Ongoing
Are you registered for GST?
*
Yes
No
No, but need to
Not sure
When will your GST registration commence?
*
-
Day
-
Month
Year
Date Picker Icon
Do you track inventory?
*
Yes
No
No, but need to
Do you use or require job tracking?
*
Yes
No
Is your bookkeeping up to date in your current software?
*
Yes, up to current month
No, but within the last three months
No, longer then three months but within this financial year
No, prior to this financial year
Would you like us to complete your bank reconciliations for you?
*
Yes
No
Possibly
Do you receive cash payments from your customers?
*
Yes
No
Do you have employees?
Yes
No
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GST/BAS
Would you like us to reconcile, prepare and lodge your BAS?
*
Yes
No
Possibly
Frequency of your BAS lodgement:
*
Monthly
Quarterly
Annually
Do you report on a cash or accrual basis?
*
Cash
Accrual
Unsure
Are you registered for Fuel Tax Credits?
*
Yes
No
Unsure
Do you have Fuel Cards? (E.G Caltex Star Card, BP Card)
*
Yes
No
Unsure
Do you have any other GST/BAS questions or tasks you need assistance with?
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Payroll
Would you like us to process your payroll?
*
Yes
No
Possibly
Would you like us to reconcile, prepare and lodge your annual payment summaries?
*
Yes
No
Possibly
Would you like us to reconcile and lodge your superannuation?
*
Yes
No
Reconcile and provide figures only (business owner lodges)
Possibly
Number of Staff
*
0
1 - 5
6 - 10
> 10
Do you require wage information such as rates, allowances and other award information?
*
Yes
No
Possibly
On what basis are your employees paid?
*
Casual
Part Time
Full Time
Do you use timesheets for your employees?
*
Yes, Xero Timesheets
Yes, Another Payroll Program
Yes, Excel
Yes, Paper Form
No, same hours/pay each period
Do you have any contractors that are deemed employees? (Require super and PAYG to be withheld)
*
Yes
No
Unsure
Are you required to report and pay Payroll Tax?
*
Yes, Monthly
Yes, Annualy
No
Unsure
Is your Payroll Tax for multiple states or one state only?
*
One State Only
Multiple States
Do you have any other Payroll questions or tasks you need assistance with?
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Next
Accounts Receivable (Sales)
For businesses who issue invoices for work to be paid at a later date (not at time of service)
Do you require us to assist with your accounts receivable?
*
Yes
No
Possibly
Are your invoices (sales) issued from Xero? If they are issued from another software, please advise the name of that software.
*
Yes
No, don't need to issue invoices
No, issued by invoice book
Would you like to issue invoices from Xero?
*
Yes
No
Unsure
Would you like us to enter sales (invoices) for you?
*
Yes
No
Possibly
Would you like us to send invoice reminders and statements to your customers?
*
Yes
No
Possibly
How can your customers pay you? (Select all that apply)
*
Direct Deposit
Eftpos (Machine provided by bank)
Cash
Cheque
Paypal
Stripe
Other Payment Options
Do you have any other Accounts Receivable questions or tasks you need assistance with?
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Accounts Payable
Do you require us to assist with your accounts payable?
*
Yes
No
Possibly
How many suppliers do you have credit accounts with? (Pay Later)
*
1 - 3
4 - 10
11 - 15
20 +
On what basis do you make supplier payments?
*
As per the due date
Weekly
Fortnightly
Monthly
Would you like us to upload bills to be paid to your bank for you?
*
Yes
No
Possibly
Would you like us to provide you with an ABA file for bills awaiting payment?
*
Yes
No
Possibly
Do you have any other Accounts Payable questions or tasks you need assistance with?
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Next
Inventory
Do you require assistance with Inventory?
*
Yes
No
Possibly
Which program is your inventory tracked through?
*
Not Yet Tracked
Xero
Dear Inventory
Unleashed
Trade Gecko
Cin 7
Zoho
Excel
Please provide a brief description on your inventory process:
What are your concerns with inventory and what would you like us to improve or assist with?
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Add On Programs
Do you use any of the following payment services for your business? (Select all that apply)
*
PayPal
Stripe
Shopify
ZipMoney
AfterPay
LayBuy
Go Cardless
Eway
None
Do you use any other apps that integrate (or you would like integrated) with Xero?
*
Example: Timely, Cliniko, WorkflowMax, Receipt Bank
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Next
Xero Training
Do you require any specific training?
Yes
No
Do you require assistance at your office, our office or remotely?
*
Business Owner's Office
Bookkeepers Office
Remotely (Phone, Email, Zoom)
What suburb is your business office located in?
*
What areas of Xero do you require training with? (Select all that apply)
*
Not Xero related
Bank Reconciliations/Bank Feeds
Payroll/Superannuation
BAS/IAS
Accounts Payable
Accounts Receivable
Inventory
Understanding Reports
Review of file to ensure work is correct
Other
Briefly explain the training you require and any issues you are currently having:
*
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Next
Additional Information
What is the number one thing that you wish your bookkeeper would do for you?
What keeps you awake at night?
Where can we help the most?
If you have any supporting document or information you would like to provide, upload it here.
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