Quick Proposal

 

Already know what you want?

Fill in this quick form and we will get back to you shortly with a proposal. 

 

This form covers our most popular services such as Accounts, VAT returns, Payroll and Tax returns. For other services, please call our office to discuss with an advisor.

First, we need to collect some information about you personally.

Information about your business

This step helps us to understand the scope and complexity of the accounting records, in order to produce an accurate estimate.

Please select the services you are interested in

  • About you
  • About the business
  • Your books
  • Services
  • Final bits and pieces

Personal information

Title

First name

Last Name

Email address

Telephone number/mobile

Your business structure and activities

Name of your business

Structure of the business

Your position

Main activities of the business

Your accounting period end

Roughly, how much is your Turnover?

Your main goal for the next year

Location

First line of address

Second line of address

Town/City

Post code

Your bookkeeping records

Roughly how many transactions do you have per annum?

How do you receive income? (i.e. what bank accounts/platforms/systems do you use)

Do you use a bookkeeping package like Xero or QuickBooks to do your bookkeeping?

Would you like us to do your bookkeeping for you?

Do you have any loans, leases, finance agreements? (please give BRIEF details, ie.

Generally speaking, what type of assets does the business have?

Accounts

Do you require year end accounts?

VAT

Are you VAT registered?

How often are our VAT returns?

What is your VAT stagger?

Payroll

How many staff members do you require payroll for?

How often do you require payroll?

Are there any benefits in kind?

Do you claim back CIS through payroll?

Personal Tax return(s)

How many people require a tax return?

Are there other sources of income should we be aware of?

Other services

We have a wide range of other services, are you interested in any others which haven't been covered here? (For a list of other services please visit https://xoba.co.uk/services/)

Please let us know if you need any of the following

Please tick those you wish to include:

Just a few more questions...

How did you find out about us?

Are you facing any specific challengers that we can help you with?

What would make your accounting function a 10/10 success for you?

Do you have any questions, or information you would like to add?