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Bookkeeping & Payroll Client Form
 

Please complete the underneath form to enable to do a needs analysis and send you a proposal.
 

 
  Please complete the fields below:
     
  Company Name:
  Contact person:
  Contact number:
  Email address:
  Type of Business:
  Area in which you are situated:
     
  Do you prefer to be contacted by phone or email?
     
  Phone
  Email
   
  Please complete the fields below:
     
  Do you have a website?
  When did your company start?
  How many employees do you have?
  Briefly describe what your company does.
     
  Which type of entity is your company?
     
  Sole Proprietor
  Partnership
  Close Corporation
  Pty. Ltd.
  NPC
   
  Bookkeeping needs analysis:
     
  What accounting software do you use?
  What payroll software do you use?
  How many invoices do you generate each month?
  Do you accept credit cards?
  How many credit cards do you have?
  Do you use software to track inventory?
 
     
  Are you registered for:
     
  VAT
  PAYE
  UIF
  Workman's Compensation
  Income Tax
     
  Are you currently compliant with:
     
  Workman's Compensation (letter of good standing)
  B-BEE
  Tax Clearance Certificate
     
  What three areas do you want to improve in your accounting / payroll?
   
 
   
  Are you happy with your current accounting solution?
   
 
   
 


 
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