Please provide as much information from the list below as you can. We can then give you a quote for your accounting and tax requirements. Please note this quote can only be a guide, but also the more detail and information you provide, then the more accurate that it is likely to be. 

To receive a firm quote in writing, it will be necessary for us to have a meeting. This meeting should last for about half-an-hour and the objective would be to provide you with a FIXED FEE QUOTE and TAX PLANNING advice. There will be no charge for this meeting and no obligation to proceed.  

• Business sector:  ie Computer consultant, Retail shop etc
• Type of Business: Sole Trader, Partnership or Limited Company
• If Limited Company, please supply Company Registration Number 
• Number of years established
• Turnover per last annual accounts
• Number of employees (not directors)
• Number of directors
• Number of shareholders
• VAT registered: yes or no?
• If VAT registered, are you on the Flat Rate Scheme?
• Do you use the cash basis or invoice basis for VAT?
• Computerised or manual accounting records?
• If computerised, which software package do you use?
• Do you have an external book-keeper?
• If no, who keeps the books up-to-date?
• Is the bank account reconciled monthly?
• Are the sales & purchases ledgers reconciled regularly?
• Do you produce monthly management accounts?
• Does the business have stock and/or work-in-progress?
• Does the business own or lease business premises?
• Does the business have HP contracts?
• How many business vehicles are there?
• Are you involved in importing or exporting goods?
• Do you use a factoring agency?
• Any additional information which may be helpful