Small Business Account Quote

SMALL BUSINESS ACCOUNTING PROPOSAL REQUEST

Please answer the questions below to get a customised proposal for our business accounting services
Please see our Individual Tax Return Quote for personal tax returns

Other - Please specify *

PRIMARY BUSINESS ACTIVITY/INDUSTRY *

Refer to the ATO's Business Industry Code Tool

Other (please specify) *

INCLUDE BOOKKEEPING? *

Yes PleaseN/A - I have a bookkeeperN/A - I do my own bookkeeping

Please select the bookkeeping services required: *

Bank Transaction Coding & ReconciliationsSuperannuation PayrollOther*

Please detail the other bookkeeping services required: *

MONTHLY TRANSACTIONS *

UNDER 100100 - 250250 - 500OVER 500

Approx. number of transactions paid to/from your business bank accounts

BUSINESS ACTIVITY STATEMENTS *

MONTHLYQUARTERLYANNUAL REVIEWN/A - Not Registered for GST (under $75k annual revenue)

Indicate if you need your BAS' to be lodged monthly or quarterly. If you or your bookkeeper prepare and lodge your BAS', select the 'Annual Review' option.

What Software do you use? *

Other - please specify *

Check this box if you would like to have a monthly Xero software subscription included in your proposal (or if your current accountant holds your subscription)

BUSINESS ADVISORY / OUTSOURCED CFO SERVICES *

MONTHLYQUARTERLYANNUALLYN/A - not required

Expedite business growth with cashflow forecasting, benchmarking and KPI monitoring (monthly, quarterly or annually)

Are you interested in any of the following optional services:

*Other (please specify)

Book a complimentary Business Strategy Consultation to gain clarity about where your business is NOW,

where you want it to be in the FUTURE, and how we can work with you to bridge that gap.

SMALL BUSINESS ACCOUNTING PROPOSAL REQUEST

Please complete the details below for a customised proposal.

First Name *

Surname *

Business Name *

ABN

Email Address *

Preferred Contact Method? *

EmailPhoneIn-person / Zoom

Phone Number *

Address *

Please indicate if you personally have any of the following: *

Number of rental properties *

Please provide details about your complex tax affairs *

Would you like additional tax returns included in the proposal? (eg. spouse/child) *

YesNo

Specify additional returns required: *

SpouseChildSpouse and childOther

Other (please specify) *

Check this box to subscribe to our monthly newsletter (optional) *

ANY COMMENTS/QUERIES?Please include more specific information about your business and/or details of any additional services required so that we can customise your proposal.

Upload a copy of your business Profit & Loss Statement and Balance Sheet for the last 12 months (or business summary/spreadsheet)

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If you would like a phone call or meeting to discuss our services, please schedule an appointment here

Save and Complete Later

Your proposal will be based on the responses provided.

Please specify any specific requests, or any queries you have above. Our services can be tailored to suit your specific business needs.

All Intrinsic Small Business Plans are for a 12 month contract, paid monthly by direct debit. T&Cs apply as detailed in our proposal.

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