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Business Details:

Name:*

Company Name:

Company Number:

Nature of Business:

Address 1:

Address 2:

Town:

Country:

Post Code:

Telephone:*

Mobile:

Fax:

Email:*

Website:

Statistics:

Date Business Started (dd/mm/yyyy):

Accounting Year End:

Last set of Accounts prepared for period (dd/mm/yyyy):

Annual Turnover:

Number of cash sales per month:

Number of sales of credit per month:

Number of purchase invoices per month:

Your Banks:

Number of Bank Accounts (Other Currency):

Who is your main Bank Account with:

Do you have online Banking:

 Yes No

Do you operate a merchant machine:
 Yes No

Do you operate company credit cards:
 Yes No

How many company credit cards?:

Stock

Do you hold stock (Goods for resale):

VAT

VAT Number if registered:

Completion of VAT return required?:
 Yes No

If yes, Frequency:

Cash or Accrual:

How many Company Vehicles, if any, are available for private use:

Fixed Assets:

Number/class held for depreciation of assets:

Payroll:

If payroll services required, please insert number of:

Weekly Paid:

Monthly Paid:

Subcontractors- Number under CIS Scheme:

Completion of of VAT return required?:
 Yes No

Information You Require:

Profit & Loss Account Frequency:

Balance Sheet Frequency:

Aged debtors and creditors:
 Yes No

Management report:
 Yes No

Other Analysis (Please Specify):

Accountant:

Name:

Telephone:

Additional Information:

please give details of anything that might be unique to your business e.g. Leased assets, loans, investment portfolio, gift aid, member subscriptions etc...:

Other Services

Development of a budget:
 Yes No

Cash flow forecasting:
 Yes No

Management Accounts:
 Yes No

Project Costing:
 Yes No

P11'd and payroll year end P35's:
 Yes No

Company Secretarial assistance:
 Yes No