Your Name (required)

Company Name (required)

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Location

Industry

Business Structure
Limited one directorLimited more than one directorSole TraderPartnershipNew BusinessDormantFranchise or FranchiseeCharity / Non for Profit / Social EnterprisePlcCo-operativeOther

What services might you be interested in?
Annual returnAuditBookkeepingBusiness Advice or ConsultancyCashflow, Credit Control, Granting CreditCIS (Constuction Industry Scheme)e-commerce accountingExportingFranchisingGeneral AccountancyGroup AccountsLtd Co Accounts / Year End AccountsManagement AccountsProfit ImprovementProperty TaxSelf AssessmentSole Trader AccountsTax Credits Tax PlanningVATOther

Are there any one off projects or areas of assistance you may be interested in?
Business PlansBusiness ValuationCapital Gains TaxClosing a businessCompany formationCompany restorationCompany Secretary, Registered OfficeExit PlanningGrowth & ExpansionRaising financeRestructuringSelling your businessTurnaround & InsolvencyWealth Management & InheritanceOther

What are your reasons for considering changing accountants at the current time?
New to the areaNew business / start upCurious of alternativesSeeking better adviceSeeking better serviceSeeking better value for moneyAccountant left the praciceWant specialist advice and assistanceWant someone nearer or different locationWant someone who can click with betterFamily or friend no longer the best option for meI no longer feel comfortable or have the time to do myselfOther

Do you wish to outsource your bookkeeping?
 Yes No Other

Do you have any preferences regarding the software used for bookkeeping and accounting?
 Sage Quickbooks MS Office Accounting Kashflow Pegasus Clearbooks Spreadsheet / Excel Xero Freeagent I am open to suggestions Other

How would you feel if we recommended a separate supplier to do your bookkeeping?
 That’s fine, I am open to offers No thanks, prefer it to be done in one place Yes if it will give better value for money overall No thanks, I would rather make other arrangements for bookkeeping Other

Number of Employees

Please tell us about your payroll requirements
 Weekly payroll Monthly payroll Electronic payslips only (with option to print and send) Paper payslips (always printed and sent) I’m OK doing the inputting myself but want someone to run payroll for me I want someone to do everything with payroll I could just do with a bit of help with P35 and adhoc tasks

What operational hours are you looking for with your new accountant?
Mon-Fri 9am to 5pm is fine with meI may like some help on SaturdaysI may like some help on SundaysI may like some time during weekday eveningsI would like email support out of normal office hoursI would like telephone support out of normal office hoursOther

What service levels would you like from your new accountant? (obviously this depends on nature and priority of the issue but this is a general question)
Quick question by phone immediately if possible1 hour response time4 hour response Same day response timeNext day response time5 days response timeOther

How would you like your fees to be structured?
Fixed fee from detailed quotationLower fixed fee with extras charged on topPay as you go based on time and attendanceOther

What are your visiting preferences?
Should not have to meet at allShould not have to meet more than once or twice a yearWould prefer to meet at my premisesWould prefer to meet at the accountants officesI like to be able to pop in from time to timeI would like the accountant to visit me from time to time outside usual hoursOther

How do you feel about using a remote service (someone who is not local but who operates nationally within specific areas of expertise). It can be more difficult to meet up but can be valuable if appropriate to your business?
Not for me, I would prefer to be able to meet someone if I needed toNot sure, would need a lot of reassurance that the service would be greatI would like to keep my options open and consider thisI would prefer this as less time spent in meetings and more productiveIt depends if this would be more or less work for meOther

Please let us know what budget you have in mind for fees?

Please let us know your timeframe for working with your new accountant

Please provide five time slots of 45 mins each when you will be available for either a face to face appointment or a telephone appointment with an Accountant. We will aim to fit in with three appointment times out of the five

What are you looking for from your new accountant? (Consider fees, location, software, advice, customer service, business approach etc)

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What types of new clients would you particularly like to work with?

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