Fixed fee quote

Please complete the form below to receive a fixed fee quote for your business. If this is for a new business or if you are in the first year of trading, please use estimates.

As an alternative to completing the form, or if you do not wish to use the online bookkeeping software, you may prefer to arrange for an initial meeting which is free of charge and totally without obligation. If so, please call Northampton (01604) 718866.

If you feel the form below does not allow you to fully explain the services you require, if your requirements are more specialist, or if you would prefer to pay an hourly rate instead of a fixed fee, please let us know and we can discuss this with you.

It may be necessary to contact you further if there are any elements of the form which require further clarification. We aim to provide you with a quote within 2-3 working days.

Your Details * denotes a required field

Title:

* Forename:

* Surname:

* Company:

* Address Line 1:

Address Line 2:

Address Line 3:

Town:

County:

* Postcode:

* Telephone:

* Email:

Business Information

What is the legal status of your business?

Sole Trader Partnership Limited Company Limited Liability Partnership Charity Other

Nature of Business/Business description:

What is the financial year end? (DD/MM)

Approximately how long have you been trading?

What is your approximate annual turnover?

How many people own the business?

No. of employees (if any)

Are you VAT registered?

Yes No

Approximately how many transactions appear on your bank statements each month?

What best describes your current books/records?

Invoice/bank statements etc. Manual cashbook Spreadsheets Computer software

Do you currently reconcile the bank?

Yes No I don't know

Please add anything else that would help us to understand the quality of your current books/records

Excluding the business, what other sources of income or capital gains do you have that would need to be declared on a personal tax return?

Accountancy Services Required

Annual Accounts Preparation

Yes No

Business Tax

Yes No

Personal Self-Assessment Tax Returns

Yes No

If Yes, how many?

Dealing with Companies House and the completion of all statutory paperwork

Yes No N/A

VAT Returns

Yes No

Payroll

Yes No

If Yes, how many staff require weekly payslips?

Management Accounts

Yes - Monthly Yes - Quarterly No

Annual Audit

Yes No

We will provide you with the FreeAgent online bookkeeping software relevant to your business, but if you feel you will need a certain amount of additional bookkeeping to be completed by ourselves, please provide details of what you will require.

Are there any other services required that are not listed above?

Additional Information

Is there any other information that will assist us in providing you with a fixed quote

If you currently use another accountant, what part(s) of their service to you are you unhappy with?

What is important to you when choosing an accountant?

Enter the number above