Questionnaire

What accounting software do you use? *

How do you track your income and expenses?

How often do you reconcile it? *

When do you reconcile the bank and other accounts?

What is your annual turnover?

Actual or Forecast

Do you have a bookkeeper?

How do you track your income and expenses?

What type of entities are associated with you? *

What tax returns would you require?

Are you interested in benchmarking, analysis and forecasting? *

Do you undertake regular tax planning activities?

How did you hear about Wise Accounting?

First Name *

Last Name *

E-mail *

Phone

Preferred Method of Follow Up? *

How would you like me to contact you?