Bookkeepers OnboardTax return preparation items. About You Name First Name Last Name About the Business Please provide a brief outline of what services your company offers? Banking & Company Insurance Do you have a business bank account that is separate from your personal account/s? Yes No Split between private & business Does your current banking provider offer any benefits to your business? If you do have a business bank this applies to you None Accounts packages attached First year no charge Other Does your company have any insurances None Employers Liability Insurance Public Liability Insurance indemnity insurance Other Vehicles & Maintenance Do you own a vehicle Yes I lease a vehicle I share a vehicle No What type of vehicle Car Van Company Car Other Vehicle Make and Model When was your vehicle purchased? MM DD YYYY Co2 Emissions of vehicle? These can be found on the logbook or finance agreement Was your vehicle bought outright or on finance? What methods of travel do you use for work? Vehicle Train Plane Bus Bicycle Do you ever rent vehicles for work? Yes No Do you stay in Hotels/ B & Bs when travelling far from home to/for work? Yes No Office Equipment What office equipment do you have? Laptop Ipad Computer Printer Subscriptions / Memberships Do you subscribe to any unions/subscriptions/memberships/account packages? (Please advise which ones) Marketing Website http:// Do you have a company logo on any of your uniforms/clothes? Yes No I will in the future Have you used any marketing materials? Leaflets Business Cards Online Advertisement Newletters (online or print) Logo Design Web Design Did you create your website before you started trading and if so, did you pay for your website more than 6 months before you started your company? Do you pay a monthly/yearly subscription for your website? Monthly Yearly I don't have a website We are able to help our clients grow their business in more ways than one through partnerships. Would you be interested in support with Website/Logo Design? Yes please No thank you Communications Do you have a Mobile phone? Personal Phone Work phone I use my phone for both business & personal Do you have a Business Landline? Yes No Do you have Internet Connection that is independent/separately billed from your mobile phone provider? Yes No Place of work What best describes your work environment Home office External office Work remotely Staff Number of Company Directors How many members of staff do you employ? Are you looking to employ more staff in the [near] future? If so, how many staff are you looking to employ, and what would their roles/positions be? What capacity of growth (if any) do you envisage for your company in the next twelve months? Small Medium Large Additional Information Do you claim any benefits? Child Benefits ESA Income support Other Do you have a Pension? Yes No Do you have a Student Loan? If yes, can you please note if you are Plan A or Plan B. Do you receive rental income? Yes No Do you receive any other form of Income Thank you for completing our questionnaire Enter your email that is best for us to contact you on and Submit your questionnaire * Thank you!
