Bookkeeping & Payroll Request for Quote

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Bookkeeping & Payroll Request for Quote

1
Which services would you like a quote for?* This field is required
Bookkeeping
Payroll
Both Bookkeeping & Payroll
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2
Payroll

Firstly we need to find out a little bit about your employees and your current payroll system.
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3
How many employees do you have? (including yourself)* This field is required
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4
Do you currently use payroll software?
Yes
No
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5
What software do you use?
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6
How often do you pay your employees?
Weekly
Fortnightly
Monthly
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7
Please describe what arrangements you have in place for paying your employees
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8
How often do you pay Payroll Tax?
Monthly
Annually
NA
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9
Which Award(s) do your employees get paid under?
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10
How often do you pay Superannuation?
Monthly
Quarterly
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11
How do you currently pay your super obligations?
Through a clearing house
Automated through my software
Directly to my Self Managed Super Fund
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12
Bookkeeping

Thank you for telling us about your payroll. We now need to ask a few questions about your bookkeeping system.
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13
Do you currently use accounting software?
Yes
No
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14
What software do you use?
Xero
MYOB
Quickbooks
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15
How many employees do you have? (including yourself)* This field is required
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16
How many bank accounts and credit cards do you have?
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17
What is the approximate number of transactions per month for all bank accounts and credit cards?
0-100
101-250
251-500
500+
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18
How many purchase invoices/receipts do you receive per month?An average small business is likely to have 100 invoices each month
Under 50
51-100
101-150
151-200
201-250
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19
How often do you lodge Activity Statements?
Monthly
Quarterly
Annually
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20
We can do your payables in 2 ways. Which way would you like?
We enter and reconcile your invoices and provide you with a summary each month
We enter and reconcile your invoices and provide you with a summary each month plus we prepare an ABA file so you can easily and quickly approve payments
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21
How do you manage your sales?
In a POS system
I invoice via my accounting software (e.g. Xero)
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22
What POS system do you use?
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23
We can do your sales in 2 ways. Which way would you like?
You generate your invoices, receipt the payments and reconcile your debtors
You generate your invoices, we receipt the payments and reconcile your debtors.
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24
Do you need a customised invoice created? (We can design your invoice with your logo, payment terms etc)
Yes
No
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25
Your name
First Name
Last Name
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26
Email
example@example.com
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27
Please verify that you are human* This field is required
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28

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29
Tags
[object Object]
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