Quick Proposal

Title

First name

Last name

Name of your business

Type of business
---Limited CompanySole tradePartnershipOther

Principal activity of the business

Industry

Accounting period end

Annual revenue
---< £10,000£10,000 - £25,000£25,000 - £50,000£50,000 - £100,000£100,000 - £250,000£250,000 - £500,000£500,000 - £1,000,000£1,000,000 - £2,500,000> £2,500,000

Roughly how many transactions do you have in a year?

What system do you use for your bookkeeping?

Your position in the business
---DirectorProprietorPartnerOther

Your email

Your telephone number

First line of address

Second line of address

Town/City

County

Post code

Your goals for the next year

Your comments (optional)

Do you need personal tax return(s)?
---NoYes - 1Yes - 2Yes - 3Yes - 4Yes - 5Yes - 6

Do you need to be registered for any taxes?
---NoVATCorporation taxCompany formationPAYE registrationSelf assessment

Do you need payroll? (we will run it to the end of your accounting period unless you indicate otherwise in the comments section below)
---NoYes

Do you need VAT return service? (we will run it to the end of your accounting period unless you indicate otherwise in the comments section below)
NoQuarterlyMonthlyAnnually

Would you like fee protection? (recommended - this is to cover you against additional accountancy fees in case of an investigation by HMRC)
YesNo

Would you like management accounts?
nomonthlyquarterlyone off

Would you like to have cash flow forecast(s)?
nomonthlyquarterlyone off

Would you like a Xero subscription?
NoStandard business subscriptionCashbook subscription

Would you like to be set up and trained on Xero?
NoSetup onlyTraining onlySetup and training

Are there any Xero add-ons or special features that you would like help with?

Are there any other services you would like that haven't been covered here? (optional)

Submit