How many bank accounts do you operate?
1
2
3 to 4
5+
What is your approximate number of monthly transactions?
Less than 70
70 to 135
136 to 250
251+
Do you raise and send invoices to customers? (If so, approximately how many per month?)
No, I do not raise invoices
Yes, but fewer than 10 per month
Yes, between 10-25 per month
Yes, between 25-50 per month
Yes, more than 50 per month
Do you want to track when bills are received and due to be paid? (If so, approximately how many bills do you receive per month?)
No, I don't track bills
Yes, I track up to 35 bills per month
Yes, I track an unlimited number of bills
Do you have employees? If so, how many? Frequency of payroll?
No employees
Up to 5 employees, paid weekly/fortnightly
6 to 25 employees, paid weekly/fortnightly
Do you require Monthly/Quarterly BAS/IAS Lodgements?
No, I do not require BAS/IAS lodgements
Quarterly lodgements for GST only
Quarterly lodgements for GST and Monthly lodgements for PAYGW
Quarterly lodgements for GST, PAYGW, PAYGI, or FTC
Monthly lodgements for GST, PAYGW, PAYGI, or FTC
Do you have a current Xero subscription?
Yes, I have a current Xero subscription
No, I’m using a manual process (spreadsheets, etc.)
Are you in the Building and Construction Industry and required to lodge an Annual Taxable Payments Report?
No, I am not in the Building and Construction Industry
Yes, I am in the Building and Construction Industry and require assistance with Annual TPAR lodgement
Are you registered for Payroll tax and have a monthly payroll tax obligation with the Office of State Revenue?
No, I am not registered for payroll tax
Yes, I have a monthly payroll tax obligation
Do you require budget reporting?
No, I do not require budget reporting
Yes, I require monthly budget reporting
What is your budget range for bookkeeping services?
Under $500/month
$500 to $1,000/month
$1,000 to $2,500/month
$2,500 to $5,000/month
Over $5,000/month
What are your primary goals
Reduce time spent on financial administrative tasks
Improve financial reporting accuracy
Gain better insights into business financial performance
Prepare for potential business expansion
Ensure compliance with tax regulations
Reduce potential errors in financial record-keeping
Lower overall accounting and bookkeeping costs
Improve cash flow management
Prepare financial documentation for investors or loans
Simplify year-end tax preparation
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Email
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